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Tax Manager - PCS

Company: BDO
Location: Boston
Posted on: June 13, 2021

Job Description:

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 Private Client Services Manager is responsible for providing tax and consulting services to our high net worth clients.

Qualifications

Education:

  • Bachelors degree in Accounting or other relevant field required
  • Masters degree in Accounting or Taxation preferred
  • Experience:
  • 2-5 years of public accounting experience working in the private client area, i.e. working on individual, estate, partnership, S-corporation, trust, and private foundation tax/consulting clients required

License/Certifications:

  • CPA certification required
  • Certified financial planning license or Professional financial planning license preferred

Software:

  • Proficient in Microsoft Office Suite

Language:

  • N/A

Other Knowledge, Skills Abilities:

  • Detailed oriented
  • Excellent written and verbal communication skills.
  • Ability to work independently and in a team environment
  • Ability to effectively delegate work as needed
  • Strong analytical, research and critical thinking skills as well as decision-making skills
  • Capable of developing and managing a team of tax professionals
  • 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 resolutions to clients

Keywords: BDO, Boston , Tax Manager - PCS, Other , Boston, Massachusetts

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