Client Services Manager Jobs in San Francisco, CA

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 Senior, 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:

• Participates in tax and consulting engagements and enhances skills identifying and addressing client needs
• Works with clients and their advisors to gather information needed to prepare tax returns
• Prepares complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns, both Federal and State jurisdictions, while demonstrating the ability to follow instructions and actively seek feedback
• Reviews basic individual and trust tax returns and provides written and verbal feedback to staff and interns
• Analyzes tax notices received from government agencies and prepares initial drafts of response
• Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership
• Works in a fast-paced, deadline-driven environment both independently and within a team dynamic
• Prioritizes and completes tasks
• Collaborates and builds new relationships with other new professionals both inside and outside the firm

Supervisory Responsibilities:

• May supervise and manage the day-to-day work assignments of PCS Associates
• Provides verbal and written performance feedback to PCS Associates, as necessary
• Acts as mentor to PCS Associates

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor’s degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in other focus area and CPA certification, required
• Master’s degree in Accountancy or Taxation, preferred

Experience:

• Two (2) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required
• Experience in private client service, preferred
• Prior basic supervisory experience, preferred

License/Certifications:

• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), preferred
• Possession of other professional degrees or certifications applicable to role, preferred

Software:

• Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required
• Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
• Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred

Other Knowledge, Skills & Abilities:

• Initiative
• Works hard, putting in extra effort when necessary to complete their assignments within given deadlines; self-starting; doesn’t need to be explicitly told to put in this effort; when set, meets weekly/engagement hours expectations
• Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps
• Communication
• Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
• Internally, communicates the status of their work to their team; promptly responds to requests
• Leadership
• Leads by example, acting as a model for the firm’s core values
• Takes on challenges; sees tasks through completion, even if there are obstacles
• Business Development
• Builds new relationships and maintains existing relationships with BDO professionals and external sources
• People Development
• Ability to interact effectively with people at all organizational levels of the firm
• Takes the time to teach others information/skills that are critical to their current and future work
• Trains associates and interns on how to use all current software tools and PCS methodology

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: $84,000 - $110,000

Colorado Range: $72,000 - $90,000

Illinois Range: $80,000 - $93,000

Maryland Range: $90,000 - $94,000

Massachusetts Range: $90,000 - $100,000

Minnesota Range: $75,000 - $84,000

New Jersey Range: $82,000 - $112,000

Ohio Range: $81,000 - $95,000

NYC/Long Island/Westchester Range: $100,000 - $118,000

Washington Range: $80,000 - $95,000

Washington DC Range: $93,000 - $98,000

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional “benefits.” Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets