Job Category: Generalist Job Description: Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience se…
, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial
and external sources Supervisory Responsibilities: Supervises associates and senior associates on all projects Reviews work... prepared by associates and senior associates and provide revie…
, Knowledge, Skills and Abilities: Education: Bachelor's degree, required; major in Accounting, Finance, Economics... experience in accounting, finance, or law, required Experience working…
and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life
insurance planning. A Tax Manager, Private Client Services is responsible for utilizing their educational background
, preferred License/Certifications: Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (“EA
Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred Languages: N/A Other Knowledge, Skills & Abilities
Job Category: Generalist Job Description: Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience se…
, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial
insurance planning. A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational... and external sources Other duties as assigned Supervisory Responsib…
, Finance, Economics or Statistics, preferred Masters in Accountancy or Taxation, preferred Experience: Seven (7...) or more years prior experience in accounting, finance, or law, required…
and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life..., and consulting opportunities Provides Executive presence and…
insurance planning. A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational
: Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (“EA”) credential, Attorney (admitted
, Checkpoint and Lexis Nexis), preferred Languages: N/A Other Knowledge, Skills & Abilities: Initiative Owns their own
, coordinate project handoffs, and support the adoption of Annual Price Agreements. Support Service Launches: Help define...-on mentorship and ongoing support Comprehensive Benefits: Health…
Win Business. Fuel Growth. Grow Your Career. Are you a driven, results-oriented sales professional with a hunter..., trade shows, and client meetings to grow market presence. What We’re Loo…
your time and work-life balance your way, plus 10 company-paid holidays. Financial Security: 401k with company match, life
and adapt in dynamic environments. Valid Driver’s License: This role requires frequent travel within your designated market
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