Experienced Private Client Services Manager, Tax

BDO San Antonio , TX 78245

Posted 3 months ago

Job Summary

BDO's Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.

The Experienced Private Client Services Manager assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift taxation and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.

Qualifications

Education:

  • Bachelor's degree in Accounting or other relevant field required

  • Master's degree in Accounting or Taxation preferred

Experience:

  • Six (6) or more years of public accounting and private client services experience required

License/Certifications:

  • CPA required

  • CFP or Masters in Tax preferred

Software:

  • Experience with Gosystems and BNA Tax Planner preferred

  • Experience with the Microsoft office suite required

Other Knowledge, Skills & Abilities:

  • Excellent oral and written communication skills

  • Detailed oriented

  • Strong analytical, research and critical thinking skills

  • Solid organizational skills, especially the ability to meet project deadlines with a focus on details

  • Ability to successfully multi-task while working independently or within a group environment

  • Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously

  • Ability to interact effectively with people at all organizational levels of the firm

  • Basic knowledge of fundamental accounting, finance and tax principles

  • General accounting knowledge and basic to intermediate tax knowledge

  • General understanding of financial planning concepts

  • Ability to effectively delegate work

  • Capable of effectively developing and maintaining client relationships

  • Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolution to clients

MON


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Experienced Private Client Services Manager, Tax

BDO