Tax Manager, Private Client Services Job at BDO International in grand rapids

Responsibilities: Manage tax and consulting engagements, identifying client needs and opportunities Coordinate with clients and their advisors to gather information for tax returns Review diverse tax returns (individual, trust, estate, S-Corp, foundation, partnership, gift) and provide feedback Direct high-complexity communications with government agencies Identify technical issues, perform advanced tax research, and develop recommendations for PCS leadership Expand tax knowledge through engagements and current developments Prioritize and complete tasks individually and with a team Contribute to PCS/firm through billing, recruiting, and training (CPE) Build and maintain relationships with BDO professionals and external sources Supervise and review work of associates and senior associates Train staff on software tools; act as career advisor; manage workload and provide feedback

Key requirements: Bachelor’s degree (accounting, finance, economics, or statistics preferred) 5+ years of experience in accounting, finance, or law; public accounting or private client service experience preferred CPA, EA, attorney (US) or equivalent required Proficiency in Microsoft Office and Adobe Acrobat Experience with tax compliance software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep) and tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint, Lexis Nexis) Strong written and verbal communication Leadership and team supervision Client relationship management Microsoft Office Suite (Word, Excel, PowerPoint) Adobe Acrobat GoSystems