Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred * Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and ...
Checkpoint Software
42 Checkpoint Software Jobs Hiring in Atlanta, GA
Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred * Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and ...
Sr Financial Reporting Analyst
Atlanta, GA · On-site
$80 - $110/hr
... software systems and forecasting or budgeting tools required. What Could Set You Apart * Experience ... Experience using accounting research tools such as CCH or Checkpoint Learning. * Big 4 audit ...
Sr Financial Reporting Analyst
Atlanta, GA · On-site
$80 - $110/hr
... software systems and forecasting or budgeting tools required. What Could Set You Apart * Experience ... Experience using accounting research tools such as CCH or Checkpoint Learning. * Big 4 audit ...
... software systems and forecasting or budgeting tools required. What Could Set You Apart * Experience ... Experience using accounting research tools such as CCH or Checkpoint Learning. * Big 4 audit ...
... software systems and forecasting or budgeting tools required. What Could Set You Apart * Experience ... Experience using accounting research tools such as CCH or Checkpoint Learning. * Big 4 audit ...
Analyst, State and Local Tax
Atlanta, GA · On-site
Experience with income tax return software required, preferably OneSource * Strong Excel skills ... Experience with tax research platforms, including RIA Checkpoint and/or CCH IntelliConnect * Strong ...
Analyst, State and Local Tax
Atlanta, GA · On-site
Experience with income tax return software required, preferably OneSource * Strong Excel skills ... Experience with tax research platforms, including RIA Checkpoint and/or CCH IntelliConnect * Strong ...
Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred * Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and ...
Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred * Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and ...
Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred * Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and ...
Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred * Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and ...
... software systems and forecasting or budgeting tools required. What Could Set You Apart * Experience ... Experience using accounting research tools such as CCH or Checkpoint Learning. * Big 4 audit ...
... software systems and forecasting or budgeting tools required. What Could Set You Apart * Experience ... Experience using accounting research tools such as CCH or Checkpoint Learning. * Big 4 audit ...
Manager, State and Local Tax
Atlanta, GA · On-site
$106K - $139K/yr
Experience with income tax return software required, preferably OneSource * Strong Excel skills ... Experience with tax research platforms, including RIA Checkpoint and/or CCH IntelliConnect
Manager, State and Local Tax
Atlanta, GA · On-site
$106K - $139K/yr
Experience with income tax return software required, preferably OneSource * Strong Excel skills ... Experience with tax research platforms, including RIA Checkpoint and/or CCH IntelliConnect
... software systems and forecasting or budgeting tools required. What Could Set You Apart * Experience ... Experience using accounting research tools such as CCH or Checkpoint Learning. * Big 4 audit ...
... software systems and forecasting or budgeting tools required. What Could Set You Apart * Experience ... Experience using accounting research tools such as CCH or Checkpoint Learning. * Big 4 audit ...
... software systems and forecasting or budgeting tools required. What Could Set You Apart * Experience ... Experience using accounting research tools such as CCH or Checkpoint Learning. * Big 4 audit ...
... software systems and forecasting or budgeting tools required. What Could Set You Apart * Experience ... Experience using accounting research tools such as CCH or Checkpoint Learning. * Big 4 audit ...
... software systems and forecasting or budgeting tools required. What Could Set You Apart * Experience ... Experience using accounting research tools such as CCH or Checkpoint Learning. * Big 4 audit ...
... software systems and forecasting or budgeting tools required. What Could Set You Apart * Experience ... Experience using accounting research tools such as CCH or Checkpoint Learning. * Big 4 audit ...
Manager, State and Local Tax
Atlanta, GA · On-site
$106K - $139K/yr
Experience with income tax return software required, preferably OneSource * Strong Excel skills ... Experience with tax research platforms, including RIA Checkpoint and/or CCH IntelliConnect
Manager, State and Local Tax
Atlanta, GA · On-site
$106K - $139K/yr
Experience with income tax return software required, preferably OneSource * Strong Excel skills ... Experience with tax research platforms, including RIA Checkpoint and/or CCH IntelliConnect
Hands-on learning experience using Checkpoint - tax law research software Learn by receiving personal coaching, hands on job experience and self-study of US corporation income tax law and regulations ...
Hands-on learning experience using Checkpoint - tax law research software Learn by receiving personal coaching, hands on job experience and self-study of US corporation income tax law and regulations ...
Hands-on learning experience using Checkpoint - tax law research software Learn by receiving personal coaching, hands on job experience and self-study of US corporation income tax law and regulations ...
Hands-on learning experience using Checkpoint - tax law research software Learn by receiving personal coaching, hands on job experience and self-study of US corporation income tax law and regulations ...
Manager, State and Local Tax
Atlanta, GA · On-site
$140 - $210/hr
Experience with income tax return software required, preferably OneSource * Strong Excel skills ... Experience with tax research platforms, including RIA Checkpoint and/or CCH IntelliConnect
Manager, State and Local Tax
Atlanta, GA · On-site
$140 - $210/hr
Experience with income tax return software required, preferably OneSource * Strong Excel skills ... Experience with tax research platforms, including RIA Checkpoint and/or CCH IntelliConnect
Systems Engineer
Atlanta, GA · On-site
$33.48 - $43.48/hr
... software. • Configure, install, maintain, test, and troubleshoot hardware systems. • Perform ... Other requirements include developing resource plans, risk assessments, project plans, checkpoint ...
Systems Engineer
Atlanta, GA · On-site
$33.48 - $43.48/hr
... software. • Configure, install, maintain, test, and troubleshoot hardware systems. • Perform ... Other requirements include developing resource plans, risk assessments, project plans, checkpoint ...
... a key checkpoint for renewal readiness. * Support customer renewals and expansion efforts by ... software Strong communication skills and ability to lead customer conversations around best ...
... a key checkpoint for renewal readiness. * Support customer renewals and expansion efforts by ... software Strong communication skills and ability to lead customer conversations around best ...
... a key checkpoint for renewal readiness. * Support customer renewals and expansion efforts by ... software Strong communication skills and ability to lead customer conversations around best ...
... a key checkpoint for renewal readiness. * Support customer renewals and expansion efforts by ... software Strong communication skills and ability to lead customer conversations around best ...
... a key checkpoint for renewal readiness. * Support customer renewals and expansion efforts by ... software Strong communication skills and ability to lead customer conversations around best ...
... a key checkpoint for renewal readiness. * Support customer renewals and expansion efforts by ... software Strong communication skills and ability to lead customer conversations around best ...
Legal Research Analyst
Atlanta, GA · On-site
... software programs, including but not limited to Westlaw Precision, Lexis+ with Protégé, Wolters Kluwer-VitalLaw, Bloomberg Law, PACER, CasePortal, Checkpoint RIA, HeinOnline, Drafting Assistant ...
Legal Research Analyst
Atlanta, GA · On-site
... software programs, including but not limited to Westlaw Precision, Lexis+ with Protégé, Wolters Kluwer-VitalLaw, Bloomberg Law, PACER, CasePortal, Checkpoint RIA, HeinOnline, Drafting Assistant ...
Full-time
Retirement
Posted 4 days ago
BDO USA rating
8.2
Based on 29 frontline employees who took The Breakroom Quiz
9th of 23 rated bookkeepers and accountants
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 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 Experienced Manager, 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 Description:
- Manages tax and consulting engagements and enhances skills identifying and addressing client needs, tax planning, and consulting opportunities
- Works directly with clients and their advisors to gather information needed to prepare tax returns
- Reviews individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and interns
- Directs communication with government agencies for matters of the highest complexity
- Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership
- Develops and expands their understanding of tax concepts and knowledge through client engagements and current tax developments
- Prioritizes and completes tasks both individually and as part of a team.
- Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training
- Builds new relationships and maintains existing relationships with BDO professionals and external sources
Supervisory Responsibilities:
- Supervises associates and senior associates on all projects
- Schedules and manages workload of associates and senior associates
- Reviews work prepared by associates and senior associates and provide review comments
- Trains Associates and Seniors how to use all current software tools
- May act as a Career Advisor to associates and senior associates
- Provides verbal and written performance feedback to associates and senior associates
Qualifications, Knowledge, Skills, and Abilities:
Education:
- Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
- Master's degree in Accountancy or Taxation, preferred
Experience:
- Six (6) or more years prior experience in accounting, finance, or law, required
- Experience working in public accounting, or the private client service area, preferred
License/Certifications:
- Certified Public Accountant credential, Internal Revenue Service Enrolled Agent ("EA") credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required
- 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
Languages:
- N/A
Other Knowledge, Skills & Abilities:
- Initiative
- Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps
- Manages client engagements, supervises, and reviews work of team members
- Communication
- Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
- Interacts directly with clients and their advisors; maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work
- Resolves client service issues in a timely and acceptable manner
- Leadership
- Supports a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality work
- Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolution to clients
- Manages and monitors key performance indicators (KPI's) as established by the business line
- Business Development
- Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO
- Involves firm specialists and other business lines to increase cross service opportunities
- People Development
- Supervises, develops and trains employees
- Acts as a mentor to associates and senior associates
- Provides verbal and written performance feedback to associates and senior associates
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: $136,000 - $165,000
Colorado Range: $105,000 - $150,000
Illinois Range: $120,000 - $139,000
Maryland Range: $121,000 - $145,000
Massachusetts Range: $130,000 - $147,750
Minnesota Range: $100,000 - $130,000
New Jersey Range: $130,000 - $165,000
Ohio Range: $110,000 - $170,000
NYC/Long Island/Westchester Range: $150,000 - $180,000
Washington Range: $130,000 - $145,000
Washington DC Range: $140,000 - $162,000
About Us
At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you'll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.
Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.
BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you'll be part of a team helping clients navigate complexity and move forward with clarity.
We are proud to be an ESOP company, offering participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we're building together.
Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!
*Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
Click here to find out more!
About BDO
Sourced by ZipRecruiter
At BDO, culture is the first order of business. We succeed when we cultivate a conscious and caring corporate culture that puts people at the center of everything we do. In essence, the business of our business is to help people thrive every day. This mindset powers our growth by supporting the development of our people, the success of our clients, and the betterment of our communities. It means taking an expansive view of what’s possible, and committing ourselves to achieving exceptional outcomes. At BDO, we are cultivating a culture where our professionals thrive in their work of providing middle market leaders with insight-driven perspectives and assurance, tax and advisory services, helping companies take business as usual to better than usual.
Industry
Administrative assistance services and accounting services
Company size
10,000+ Employees
Headquarters location
Chicago, IL, US