Tax Manager

Website BDO

BDO’s approach leverages its innovation and security expertise to help clients manage risk across the cloud, modernise technology while leveraging existing platforms and investments, and drive the safe and responsible adoption of AI to empower their people and solve business challenges.

Full Job Description

Job Summary:

  • The Tax Manager, Private Client & Family Office Services manages the full-lifecycle of all assigned finance and accounting outsourcing engagements.
  • Responsibilities include proposal development, staff assignment and oversight, final work product review, and overall portfolio financial performance.
  • In addition, the PCS-FOS 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, Tax Manager, Private Client & Family Office Services is charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the tax policy.
  • In addition, the Private Client & Family Office Manager will be involved in the marketing, networking, and business development within an area of expertise and specialization and may be asked to provide written tax advice to clients.

Qualifications, Knowledge, Skills, and Abilities:

Education:

  • One of the following is required:
  • Bachelor’s degree, focus in Accounting or Finance, preferred AND six (6) or more years of experience performing general accounting transactions and functions, required; OR
  • Seven (7) or more years performing general accounting transactions and functions with some supervisory and consultative or business advisory experience without a degree, required
  • MBA or other relevant advanced degree (Masters in Accountancy), preferred

Experience:

  • Two (2) or more years of supervisory experience, preferred
  • Experience working with outsourced and/or delivery center operations preferred
  • Consultative or business advisory experience, preferred

License/Certifications:

  • CPA certification, preferred

Software:

  • 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, preferred
  • Prior experience utilizing industry-recognized accounting research tools, preferred
  • SEI Archway and Qvinchi, preferred

Language:

  • N/A

Pay: $90,000 – $125,000 a year

To apply for this job please visit www.simplyhired.com.