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Job Details

Private Client Services Senior Manager Tax

Company name
BDO USA LLP

Experience
7 yrs required

Location
Cleveland, OH, United States

Employment Type
Full-Time

Industry
Legal

Posted on
Dec 12, 2022

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Profile

Private Client Services Senior Manager, Tax

The candidate assists in providing tax compliance and consulting services to our high net worth clients in Florida markets. Bachelor’s degree in Accounting or other relevant field is required. Master’s degree in Accounting or Taxation is preferred. Juris Doctorate (JD) or Master’s of Laws (LL.M.) is strongly preferred. CPA or JD is required. CFP or Master’s in Tax is preferred. Should have 7+ years of public accounting and private client services experience. Experience with Gosystems and BNA Tax Planner is preferred. Public accounting experience working in the private client area is preferred. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Spanish skills are required.

Additional Information

Req ID: 27983BR

Company info

BDO USA LLP
32125 Solon Road Suite 200
Cleveland
Ohio
United States 44139
Website : https://www.bdo.com

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