BDO Global Fort Lauderdale , FL 33301
Posted 2 months ago
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 Manager, Private Client Services 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:
Supervisory Responsibilities:
Qualifications, Knowledge, Skills and Abilities:
Education:
Experience:
License/Certifications:
Software:
Languages:
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
Maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work
Resolves client service issues in a timely and acceptable manner
Leadership
Supports a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality work
Ability to act as primary client contact for return preparation and coordination with client and engagement team on other client tax matters
Business Development
Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO
Involves firm specialists and other business lines to increase cross service opportunities
People Development
Supervises, develops, and trains employees
Acts as a mentor to associates and senior associates
Provides verbal and written performance feedback to associates and senior associates
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: $112,000 - $150,000
Colorado Range: $90,000 - $130,000
Maryland Range: $111,000 - $122,000
NYC/Long Island/Westchester Range: $120,000 - $150,000
Washington Range: $110,000 - $125,000
Washington DC Range: $123,000 - $139,000
BDO Global