Tax Manager — New York, NY at BDO USA

About the Team

Private Client Services at BDO is a boutique practice dedicated to serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, and entertainers. We specialize in navigating complicated tax and financial structures with a high-touch approach. Our team possesses extensive experience in estate, income, gift, and trust tax consulting and compliance, as well as charitable giving, executive compensation, and comprehensive financial planning.

About the Role

As a Tax Manager in Private Client Services, you will leverage your professional background to provide critical tax compliance and consulting services to our most complex clients. This role is designed for a leader who thrives on identifying client needs, managing high-stakes engagements, and mentoring the next generation of tax professionals. You will act as a primary point of contact for clients and their advisors, directing communication on matters of the highest complexity while ensuring the highest quality of work through the supervision of associates and senior associates.

Our Culture & Values

At BDO, you will find more than a career; you will find a place where your work is impactful and your individuality is valued. Our purpose is to help people thrive every day, focusing on delivering exceptional and sustainable outcomes for our people, clients, and communities. As the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP), we put people first by sharing financially in our growth. This unique structure offers employees a stake in the firm's success through beneficial ownership, enhancing financial well-being with no employee contributions required.

We are committed to making meaningful connections, approaching interactions with curiosity, and being true to yourself. Our culture celebrates ingenuity, innovation, and resilience, empowering team members to explore their full potential while proactively helping clients navigate complex challenges.

Hiring Process

Candidates selected for an interview will be contacted directly by the recruiting team to schedule a conversation regarding their background and interest in the role. Further steps will include technical assessments and team fit interviews tailored to the specific needs of the Private Client Services practice.

Equal Opportunity Employer

BDO is an Equal Opportunity Employer. We welcome diverse perspectives and are committed to understanding the experiences of our professionals and clients. We consider qualified applicants regardless of background, race, color, religion, gender, sexual orientation, national origin, disability, or veteran status.

Work location

Work model: On-site

Graybar Building, 420, Lexington Avenue, Manhattan Community Board 5, Manhattan, New York County, New York, 10017, United States

New York, New York

Key Responsibilities

check_circleManage tax and consulting engagements to identify client needs and planning opportunities
check_circleConduct advanced tax research and develop sound recommendations for leadership
check_circleSupervise associates and senior associates on all projects and manage their workload
check_circleTrain team members on current software tools and act as a career advisor
check_circleAssist with firm contribution responsibilities including billing and recruiting
check_circleReview individual, trust, estate, and corporate tax returns and provide feedback to staff
check_circleDirect communication with government agencies regarding complex tax matters
check_circleBuild and maintain relationships with clients, professionals, and external sources

Requirements

verifiedBachelor's degree required; major in Accounting, Finance, Economics, or Statistics preferred
verifiedMaster's degree in Accountancy or Taxation preferred
verifiedFive (5) or more years prior experience in accounting, finance, or law required
verifiedCertified Public Accountant credential, Internal Revenue Service Enrolled Agent credential, Attorney, or equivalent required
verifiedProficient in Microsoft Office Suite (Word, Excel, PowerPoint) and Adobe Acrobat required

Nice to Have

Bachelor's degree major in Accounting, Finance, Economics, or Statistics; Master's degree in Accountancy or Taxation; Experience working in public accounting or the private client service area; Possession of other professional degrees or certifications applicable to role; Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep); Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis).

Benefits & Perks

check_circleEmployee Stock Ownership Plan (ESOP) with fully funded annual allocation

Skills, education and keywords

Skills: Microsoft Office Suite, Word, Excel, Powerpoint, Adobe Acrobat, Gosystems, Bna Tax Planner, Sureprep, Bna Portfolio, Checkpoint.

Education: Bachelor's degree required in Accounting, Finance, Economics, or Statistics; Master's degree in Accountancy or Taxation preferred.

Frequently asked questions about Tax Manager, Private Client Services at BDO USA

What does a Tax Manager, Private Client Services at BDO USA do?expand_more

In this Tax Manager, Private Client Services at BDO USA role, you will manage tax and consulting engagements to identify client needs and planning opportunities; conduct advanced tax research and develop sound recommendations for leadership; supervise associates and senior associates on all projects and manage their workload; and train team members on current software tools and act as a career advisor.

What are the requirements for this Tax Manager, Private Client Services role?expand_more

To qualify for the Tax Manager, Private Client Services at BDO USA position, applicants should have: Bachelor's degree required; major in Accounting, Finance, Economics, or Statistics preferred; Master's degree in Accountancy or Taxation preferred; Five (5) or more years prior experience in accounting, finance, or law required; Certified Public Accountant credential, Internal Revenue Service Enrolled Agent credential, Attorney, or equivalent required; and Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and Adobe Acrobat required.

Where is the Tax Manager, Private Client Services role at BDO USA located?expand_more

Tax Manager, Private Client Services at BDO USA is based in Graybar Building, 420, Lexington Avenue, Manhattan Community Board 5, Manhattan, New York County, New York, 10017, United States. This is a on-site role.

Is this Tax Manager, Private Client Services job remote, hybrid, or on-site?expand_more

BDO USA has listed this Tax Manager, Private Client Services role as on-site.

How much experience is required for this Tax Manager, Private Client Services role?expand_more

Tax Manager, Private Client Services at BDO USA typically requires 5+ years of relevant experience at the senior level.

What skills do you need for the Tax Manager, Private Client Services role at BDO USA?expand_more

Key skills for Tax Manager, Private Client Services at BDO USA include Microsoft Office Suite; Word; Excel; Powerpoint; Adobe Acrobat; Gosystems; Bna Tax Planner; and Sureprep.

What education is required for Tax Manager, Private Client Services at BDO USA?expand_more

Educational requirements for this role: Bachelor's degree required in Accounting, Finance, Economics, or Statistics; and Master's degree in Accountancy or Taxation preferred.

What category does the Tax Manager, Private Client Services role belong to?expand_more

Tax Manager, Private Client Services at BDO USA is part of the accounting & finance job category on Recrutus.

Tax Manager, Private Client Services