Jobs
>
Detroit

    Tax Senior Manager, Private Client Services - Detroit, United States - BDO

    BDO
    BDO Detroit, United States

    2 weeks ago

    Default job background
    Full time
    Description

    Job Summary:
    Private Client Services at BDO is a boutique practice within our firm.

    Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

    The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.


    A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.


    Job Duties:

    • Manages tax and consulting engagements and demonstrates skills identifying and addressing client needs, tax planning, and consulting opportunities
    • Provides Executive presence and acts as the primary client contact for preparation and presentation of issues and resolution to clients
    • Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to preparers
    • Directs communication with government agencies for matters of the highest complexity
    • Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership, clients, and advisors
    • Expands their understanding of tax concepts and knowledge through client engagements and current tax developments
    • Prioritizes and reviews work to keep engagements on track
    • Utilizes strong analytical, research and critical thinking skills as well as decision-making skills to assist with client needs regarding individual and business decisions
    • Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training
    • Builds new relationships and maintains existing relationships with BDO professionals and external sources
    • Other duties as assigned

    Supervisory Responsibilities:

    • Supervises associates and senior associates on all projects
    • Reviews work prepared by associates and senior associates and provide review comments
    • Trains Associates and Seniors how to use all current software tools
    • Acts as a Career Advisor to associates and senior associates
    • Schedules and manages workload of associates and senior associates
    • Provides verbal and written performance feedback to associates and senior associates

    Qualifications, Knowledge, Skills and Abilities:

    Education:

    • Bachelors degree required; major in Accounting, Finance, Economics or Statistics, preferred
    • Masters in Accountancy or Taxation, preferred

    Experience:

    • Seven (7) or more years prior experience in accounting, finance, or law, required
    • Experience in the private client service area, required
    • Prior supervisory experience, required
    • Experience working in public accounting, preferred

    License/Certifications:

    • Certified Public Accountant credential, Internal Revenue Service Enrolled Agent ("EA") credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required
    • Possession of other professional degrees or certifications applicable to role, preferred

    Software:

    • Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required
    • Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
    • Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred

    Languages:

    • N/A

    Other Knowledge, Skills & Abilities:

    • Initiative
    • Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps
    • Manages client engagements, supervises, and reviews work of team members
    • Communication
    • Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
    • Interacts directly with clients and their advisors; maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work
    • Leadership
    • Manages and monitors key performance indicators (KPI's) as established by the business line
    • Follows up on assignments and holds others accountable for their internal deadlines and administrative responsibilities
    • Technical Skills
    • Serves as internal resource and providing guidance to other practices on technical matters
    • Works with appropriate departments with federal and state taxing agencies to respond to notices and inquiries
    • Business Development
    • Spends time developing their network of key financial decision makers, referral sources, and recruits
    • Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO
    • People Development
    • Supervises, develops and trains employees
    • Acts as a Career Advisor; meets regularly with advisees, adding/updating goals as appropriate
    • Delivers holistic feedback to others and advisees about their job performance and career growth; coaches others and advisees to help them develop their careers


    Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.


    California Range:
    $146,000 - $200,000


    Colorado Range:
    $120,000 - $185,000


    NYC/Long Island/Westchester Range:
    $185,000


    Washington Range:
    $150,000 - $200,000
  • U.S. Retirement & Benefits Partners

    Client Service Representative

    3 weeks ago

    U.S. Retirement & Benefits Partners Wayne, United States

    COMPANY OVERVIEW · U.S. Retirement & Benefits Partners (USRBP) is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the priv ...

  • CDM Smith, Inc.

    Client Service Leader

    3 weeks ago

    CDM Smith, Inc. Detroit, United States

    CDM Smith has an exciting opportunity for a Client Service Leader to expand water, wastewater, and environmental services business development across southeastern Michigan. CDM Smith has been providing a wide array of services to Michigan clients for Leader, Client Service, Water ...

  • CDM Smith

    Client Service Leader

    3 weeks ago

    CDM Smith Detroit, United States

    Job Description · CDM Smith has an exciting opportunity for a Client Service Leader to expand water, wastewater, and environmental services business development across southeastern Michigan. CDM Smith has been providing a wide array of services to Michigan clients for over 40 yea ...

  • Public Consulting Group

    Client Service Associate

    2 weeks ago

    Public Consulting Group Detroit, United States

    Overview · Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals thro ...

  • AHEAD USA

    Client Services Partner

    2 weeks ago

    AHEAD USA Detroit, United States

    AHEAD builds platforms for digital business. By weaving together advances in cloud infrastructure, automation and analytics, and software delivery, we help enterprises deliver on the promise of digital transformation. · At AHEAD, we prioritize creating a culture of belonging, wh ...

  • Public Consulting Group

    Client Service Associate

    2 weeks ago

    Public Consulting Group Detroit, United States

    Overview · Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals thro ...

  • CDM Smith

    Client Service Leader

    2 weeks ago

    CDM Smith Detroit, United States

    **36393BR** · **Requisition ID:** · 36393BR · **Business Unit:** · NAU · **Job Description:** · CDM Smith has an exciting opportunity for a Client Service Leader to expand water, wastewater, and environmental services business development across southeastern Michigan. CDM Smith h ...

  • Hylant

    Client Service Manager- Employee Benefits

    2 weeks ago

    Hylant Detroit, United States

    Description · The Opportunity: The Client Service Manager is responsible for supporting and collaborating with the sales and service team regarding client employee communication initiatives, client presentations and deliverables, carrier implementations, compliance and new clien ...

  • Alexander Legacy Private Wealth Management

    Private Client Service Associate

    3 weeks ago

    Alexander Legacy Private Wealth Management Detroit, United States

    Job Description · Job DescriptionWe are looking for a Rockstar that loves going above and beyond to provide a stellar client experience. This person must have an extreme attention to detail, possess a phenomenal work ethic and have a proven track record of success working with to ...

  • Sachse Careers

    Client Services/Business Development

    4 weeks ago

    Sachse Careers Detroit, United States

    Overview: · Client Services/Business Development is a role accountable for building relationships and market position by locating, developing, defining, and closing business deals. · Building Trust. Building Partnerships. Building Careers. · Founded in 1991 and headquartered i ...

  • AHEAD USA

    Client Services Partner

    3 weeks ago

    AHEAD USA Detroit, United States

    The AHEAD Client Services Partner works directly with assigned clients to help them define their objectives and cases for change in their digital transformation journeys, maximizing the value from their investments in technology solutions. Client Services Partners represent all A ...

  • Public Consulting Group

    Client Service Associate

    3 weeks ago

    Public Consulting Group Detroit, United States

    Overview · Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals thro ...

  • Public Consulting Group

    Client Service Associate

    2 weeks ago

    Public Consulting Group Detroit, United States

    Overview · Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals thr ...

  • CDM Smith

    Client Service Leader

    2 weeks ago

    CDM Smith Detroit, United States

    **36393BR** · **Requisition ID:** · 36393BR · **Business Unit:** · NAU · **Job Description:** · CDM Smith has an exciting opportunity for a Client Service Leader to expand water, wastewater, and environmental services business development across southeastern Michigan. CDM S ...

  • PLAN of PA

    Client Services Liaison

    2 days ago

    PLAN of PA Wayne, United States

    **Why Plan of PA?** · PLAN of PA is a non-profit that supports individuals with disabilities to build meaningful lives. PLAN provides Care Management services combined with Financial Management Services to ensure that our clients have comprehensive support throughout their life s ...

  • Public Consulting Group

    Client Service Associate

    3 weeks ago

    Public Consulting Group Detroit, United States Paid Work

    Overview · Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals thro ...

  • R1 RCM

    Manager of Client Services

    2 days ago

    R1 RCM Detroit, United States Paid Work

    R1 RCM Inc. is a leading provider of technology-enabled revenue cycle management services which transform and solve challenges across health systems, hospitals and physician practices. Headquartered in Chicago, R1 is a publicly-traded organization with employees throughout the US ...

  • STERIS

    Client Services Account Manager

    2 weeks ago

    STERIS Detroit, United States

    At STERIS, we help our Customers create a healthier and safer world by providing innovative healthcare and life science product and service solutions around the globe. · Position Summary · At STERIS SPM, Client Services Account Managers serve as the primary partner with our Cus ...

  • Supreme Life Services

    Client Services

    3 weeks ago

    Supreme Life Services Madison Heights, United States

    Job Description · Job DescriptionWe are looking for a licensed or to be licensed life insurance agent to join our team. The life insurance agent is responsible for providing advice, conducting intermediary services between the client and the insurance company, and selling life po ...

  • Harvest Sherwood Food Distributors Inc.

    Night SUPERVISOR CLIENT SERVICES

    2 weeks ago

    Harvest Sherwood Food Distributors Inc. Detroit, MI, United States

    The Driver Supervisor will focus on the transportation department's day-to-day delivery operations in the regional service market. This position is critical and will successfully lead operational efficiency and safety initiatives, support the driver community during delivery oper ...