About this opportunity
BDO USA, LLP lists this Tax Senior Manager, Private Client Services opportunity in las vegas, Nevada. Review the employer’s description below for duties, qualifications and application requirements.
Job 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
Salary Information:
California Range: $146,000 - $200,000
Colorado Range: $120,000 - $185,000
Illinois Range: $140,000 - $190,000
Maryland Range: $150,000 - $180,000
Massachusetts Range: $150,000 - $206,000
Minnesota Range: $130,000 - $190,000
New Jersey Range: $155,000 - $200,000
Ohio Range: $125,000 - $200,000
NYC/Long Island/Westchester Range: $180,000 - $225,000
Virginia Range: $150,000 - $195,000
Washington Range: $150,000 - $200,000
Washington DC Range: $162,000 - $190,000
At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you'll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.
Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.
BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you'll be part of a team helping clients navigate complexity and move forward with clarity.
We are proud to be an ESOP company, offering participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well‑being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we're building together.
Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits.
*Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
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Worksite address
las vegas, NV, 89105, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.