Tax Experienced Manager, Private Client & Family Office Services

Job Summary:The Tax Experienced Manager, Private Client & Family Office Services (PCS-FOS) manages the full-life cycle of all assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work product review and overall portfolio financial performance. In addition, the PCS-FOS Experienced Manager is responsible for client relationship management including regularly meeting with the client and assigned staff, reporting financial information and making financial management recommendations, timely billing and resolution of client issues. In this role, PCS-FOS Experienced Manager is charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition, the PCS-FOS Experienced Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions. Job Duties:Client Service Delivery:Manages the full-life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting functionPerforms complete general ledger reconciliation including the entire balance sheet and applies accounting knowledge by properly recording transactions in a general ledgerCreates accounting records such as bill payments, client invoices, payroll, and others; identifies and records adjustments; produces accurate financial statements, and provides financial analysisUnderstands the technology packages clients are using to support their accounting/finance functions; can describe the major functions each system performs, and knows how the system performs those functionsExplains the purpose and value of system functions that a client may not be usingIdentifies when a client is not using a technology package in a proper or efficient mannerLearns new technology quickly, understands the essence of technologies, how they can be used, how they interact with other technologies and business functions, what the best methods/benefits are for using them, and applies these technologies to an engagementFacilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structureDesigns integrated solutions that respond to the specific situation; knows BDO well enough internally to identify when services outside of PCS-FOS should be included and describes what these services achieve and how they operate; outlines the solution in a concise document and vets it internally with their leaders and other BDO stakeholdersAccurately determines the cost of building a client solution; can calculate the benefit to a client in dollar terms of the solution, using the pricing processCompares the differences between the perspectives, and if there is sufficient margin in between (given our confidence in our calculations) to have a profitable engagement, proposes a fixed fee based on current scope for review by leadershipWorks with Senior Managers to learn to formulate recommendations to client leadership on technical accounting issues, financial accounting policies and procedures and financial management issuesEducates clients on how their finance and accounting needs will change as their business evolvesHelps clients identify areas of opportunity and future business needs.Periodically reviews solutions with their clients to determine if it is still the right solution for the current state of the business and recommends appropriate changesLearns to manage conflict; proactively engages senior leadership when conflict arisesLearns to support the client through business changes and helps to develop and execute the change management planHandles full-life cycle of all assigned engagements by providing technical management for all areas within the accounting functionGathers information necessary from the client to execute on engagementsMaintains a running list of information that is needed, and follows up to gather information that is missingOrganizes this information so it is easily accessible for the team and the client as applicableCreates, develops and maintains strong business relationships with clients, both internal and externalUnderstands tax planning considerations/concepts for various business entities; comprehends the information presented on different tax return forms, analyzes this information to draw conclusions and have an intelligent conversation with clients – helping clients navigate business decisions and their potential financial and tax implicationsAppropriately refers tax related matters to Core Tax and Specialty Tax ServicesBusiness Development:Learns business development strategies and service offerings targeted for various industriesEnsures prospect and sales information is entered into CRM as appropriateRecommends and designs solutions for clientsLearns to evaluate clients for acceptance (e.g. general risk matters, regulations that affect our work, international business, background checks, etc.), and develops statements of work based on solutions they have proposed, with support from leadershipDevelops exposure to industry teams and business development resourcesDevelops an awareness of the impact that different industries and service offerings have on the technical work and final deliverableParticipates in industry trade groups and networking eventsListens for and identifies new opportunities with existing clients, and communicates those potential opportunities to leadershipInitiates conversation of the Advisory service offerings, as well as the broader firm, to a client, prospect, or contactUnderstands and articulates PCS-FOS’s value proposition and understands the target market/client profileDeveloping Others:Identifies staff needs to develop analytics and forecasting skills at a level where they are capable of interpreting financial results, recognizing trends and gaining insights into business performance improvementsParticipates in recruiting efforts for Associates and Senior Associates and assists with the new employee on-boarding processServes as a resource for Associates and Senior Associates, while developing an in-depth knowledge and understanding of finance and accounting functions, technology for supporting these functions and how tax planning can differ by industry and business structureProject Management:Creates a work plan following best practices of project management (breaking down projects into phases and tasks, estimating time/budget, setting milestones, managing dependencies, and measuring and reviewing progress)Bills engagements in a timely and effective manner, appropriate to the client’s situation and the state of the work; contributes to economic management matters such as forecasting and monitoring/managing to key metricsLearns to scope a new project and construct a fee estimate/budget that considers all appropriate details, including, but not limited to: architecting, designing and planning/estimating a tailored client solution; identifies resource requirements and develops transition plans and estimates appropriate margins for the client engagement and the overall picture of the client relationshipOversees client satisfaction with quality of work products, assigned staff, and engagement performanceEnsures clients are billed timely in accordance with the SOW and follows PSC-FOS billing and collections best practices; works with team to resolve any client billing issuesTax Related Duties:ResearchIdentifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysisIdentifies complex issues to be researched by engagement team and provides research methodology for efficient research processTrains managers / staff on research skills and helps to appropriately frame tax issues for analysisInvolves firm specialists, as appropriateStrategy DevelopmentIntroduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.Consistently makes suggestions as to how previous work products or approaches can be improvedMay present complex strategies to clients and prospective clientsOther Duties:Travels up to 20% of the timeOther duties as requiredSupervisory Responsibilities:Supervises associates and senior associates on all projectsReviews work prepared by associates and senior associates and provide review commentsTrains Associates and Seniors how to use all current software toolsMay act as a Career Advisor to associates and senior associatesSchedules and manages workload of associates and senior associatesProvides verbal and written performance feedback to associates and senior associates.Qualifications, Knowledge, Skills and Abilities:Education:One of the following is required:Bachelor’s degree, focus in Accounting or Finance, preferred AND seven (7) or more years of experience performing general accounting transactions and functions, required; OR Nine (9) or more years performing general accounting transactions and functions with some supervisory and consultative or business advisory experience without a degree, requiredMBA or other relevant advanced degree (Masters in Accountancy), preferredExperience:Three (3) or more years of supervisory experience, preferredExperience working with outsourced and/or delivery center operations, preferredConsultative or business advisory experience, preferredLicense/Certifications:CPA certification, preferredSoftware:Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required Experience utilizing industry standard accounting software and BDODrive platform software such as Intuit’s QuickBooks Online (QBO), Microsoft NAV and Bill.com, preferredPrior experience utilizing industry recognized accounting research tools, preferredSEI Archway and Qvinchi, preferredLanguage:N/AOther Knowledge, Skills & Abilities:Excellent verbal and written communication skillsUnderstands the finance and accounting functions generally performed by a business (e.g. sales, purchasing, A/R, etc.) and common best practices/processes for how they operate, as well as how they interact; understands other business imperatives/functions (e.g. data security, internal controls, etc.) and how they can affect the finance and accounting functions; uses this knowledge to analyze the current structure of a client and identify what services or processes may be inefficient or missing and where we can add valueUnderstands what is required from a compliance perspective and develops an understanding of what is considered a standard or best practice for the industry or business structurePresents well in one-on-one and small group settings; presents well to all levels of management, internally and with clients; projects confidence and expertise; communicates in a clear and concise manner that emphasizes key points; persuades others to their points of view; self-aware – knows when an approach is not working and can change course immediatelyStrong analytical and basic research skillsGAAP and TAX knowledge, financial statement presentation, and report writingSolid organizational skills especially the ability to meet project deadlines with a focus on detailsProven ability to work in a deadline-driven environment and handle multiple projects simultaneously, while focusing on quality, customer satisfaction and service deliveryTakes personal accountability for work products and accepts constructive feedback to guide future actionsAbility to successfully manage multiple tasks while working independently or within a group environmentAbility to act as the primary contact on assigned engagements and effectively manage a team of professionals including delegating work assignments as neededAbility to effectively manage a team of professionals and contribute to the professional development of assigned personnel, while delegating work assignments as neededInteracts effectively with people at all organizational levels of the firm as well as the capability to build and maintain strong relationships with internal and client personnelAbility to travel up to 25% of the timeIndividual 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.Colorado Range: $125,000 - $150,000Maryland Range: $121,000 - $145,000Massachusetts Range: $130,000 - $147,750New Jersey Range: $130,000 - $165,000Virginia Range: $112,000 - $140,000NYC/Long Island/Westchester Range: $170,000 - $185,000Washington DC Range: $140,000 - $162,000At 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. Click here to find out more!*Benefits may be subject to eligibility requirements.Equal Opportunity Employer, including disability/vetsClick here to find out more!Full timePosting Date: 2026-05-12