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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.
Job Duties:
A Private Client Services (PCS) Manager 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.
Supervisory Responsibilities:
Qualifications, Knowledge, Skills and Abilities:
Education:
Experience:
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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: $102,300 - $150,000
New York City/ Valhalla Range: $110,000 - $150,000
Washington Range: $86,000 - $115,000
Full Time
IT Outsourcing & Consulting
$114k-151k (estimate)
10/11/2023
04/07/2024
mbafcpa.com
MIAMI, FL
500 - 1,000
1969
Private
NEICHA MARTINEZ
$50M - $200M
IT Outsourcing & Consulting
MBAF is an accounting and professional services firm that provides tax, assurance, wealth management and related services for businesses.