Tax Manager - PCS

Employer
BDO
Location
West Palm Beach, Florida, us
Salary
Competitive
Posted
Apr 08, 2021
Closes
Apr 10, 2021
Ref
0c1d5f51ec9c
Job Role
Tax Compliance
Contract Type
Permanent
Hours
Full Time
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