Senior Manager, Family Office Services

Overview

JOB DESCRIPTION

The Tax Senior Manager, Private Client & Family Office Services (PCS-FOS) acts as a leader within the PCS-FOS group. This position is tasked with helping build a robust PCS-FOS practice. The PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process;

mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio.

The role also applies knowledge to understand potential tax issues, communicates potential risks and changes in tax policy, and makes top-level decisions regarding filing, preparation, and resolution of questions from federal/state agencies.

Client Service Delivery

• Manages the full life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function
• Understands the technology packages clients are using to support their accounting/finance functions
• Describes the major functions each system performs, and knows how the system performs those functions
• Explains the purpose and value of system functions that a client may not be using
• Identifies when a client is not using a technology package properly or efficiently; learns new technology quickly, understands the essence of technologies, how they interact with other technologies and business functions, and applies these technologies to engagements
• Actively explores upcoming technologies and their applicability to clients

• Facilitates effective discovery meetings with clients; uses open-ended questions to identify objectives and the information valued for management/decision making
• Creates a map of the client’s current internal finance and accounting structure; looks for root causes and understands the complexity behind data

• Designs integrated solutions that respond to the specific situation; open to new ideas and solutions; identifies when services outside PCS-FOS should be included
• Outlines the solution concisely and vets it internally with leaders and other stakeholders

• Accurately determines the cost of building a client solution
• Calculates the client benefit in dollar terms, uses the pricing process, and, if margins permit, proposes a fixed fee for review by leadership

• Formulates recommendations to client leadership on technical accounting issues, financial accounting policies and procedures, and financial management issues
• Educates clients on how their finance and accounting needs will evolve as their business grows
• Assists clients in identifying next steps and persuades the client to value those unperceived needs
• Identifies critical versus non-critical needs; assesses the client’s business holistically

• Periodically reviews solutions with clients to determine if they remain appropriate for the current state of the business
• Develops a compelling future vision for a client and communicates it to inspire progress

• Assertively manages conflict; uses negotiation techniques to drive difficult agreements and typically leaves parties satisfied

• Supports the client through business changes and facilitates change management; comfortable with ambiguity and knows when to seek clarity or progress without full definition
• Acts as a partner to clients, as part of their team
• Diagnoses client relationships and navigates political structures

• Quickly and accurately assesses people’s perspectives
• Gathers and reviews information from the client to execute engagements; develops and maintains strong client relationships
• Understands tax planning considerations for various business entities; analyzes tax information to discuss implications with clients
• Adequately refers tax-related matters to Core Tax and Specialty Tax Services

• Supports PCS-FOS Leadership with business development strategies and service offerings targeted for various industries
• Initiates building the sales pipeline and closes new business
• Ensures prospect and sales information is entered into CRM as appropriate
• Refines designed solutions and work plans into a compelling proposal document
• Evaluates clients for acceptance and develops statements of work with leadership support
• Develops understanding of industry groups and builds relationships with business development resources
• Actively participates in industry trade groups and networking events
• Identifies opportunities to cross-sell to existing clients
• Explains the Advisory service offerings and the broader firm to clients and prospects
• Gains an understanding of the BDO Alliance and BRN Network firms

• Fosters a culture of change and accountability
• Ensures PCS-FOS Managers and Staff are trained to perform analytics and forecasting for…