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Independent Life Insurance Agent-Apply Today-Grow with Us.
San Antonio, Texas, United States · Remote Solely
Entry level
Location: Remote Position/Work from Home Job Type: Full-Time/Part-Time-Flexible Hours-You Decide Compensation: 100% Un-Capped Commission About Us: We specialize in tailoring personalized insurance solutions that effectiv…
Skills: Insurance sales, Lead generation, Client relationship management, Communication, Leadership
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$90k–$150k/yr
Full-time
bachelor degree, postgraduate degree
Esop, Retirement plan, Total rewards
Posted 9d ago
Apply by Sep 3
~40 hrs/week
Responsibilities
The Tax Manager manages tax and consulting engagements for high net-worth clients while supervising and mentoring associates and senior associates. They are responsible for reviewing complex tax returns, conducting advanced tax research, and acting as a primary point of contact for client service.
Requirements
Candidates must have a bachelor's degree in Accounting, Finance, Economics, or Statistics and at least five years of experience in accounting, finance, or law. A professional certification such as CPA, EA, or Attorney status is required.
Full 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 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 Duties:
Manages tax and consulting engagements and enhance skills allowing you to identify and address 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 your understanding of tax concepts and knowledge through client engagements and current tax developments
Prioritizes and completes tasks both individually and with 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
Reviews work prepared by associates and senior associates and provide review comments
Trains Associates and Seniors how to use all current software tools
Acts as a Career Advisor to associates and senior associates
Schedules and manages workload of 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:
Five (5) 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
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
Ability to act as primary client contact for return preparation and coordination with client and engagement team on other client tax matters
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: $112,000 - $150,000 Colorado Range: $111,500 - $130,000 Illinois Range: $105,000 - $130,000 Maryland Range: $113,000 - $120,000 Massachusetts Range: $120,000 - $127,000 Minnesota Range: $90,000 - $120,000 New Jersey Range: $115,000 - $140,000 Ohio Range: $105,000 - $150,000 NYC/Long Island/Westchester Range: $125,000 - $150,000 Washington Range: $110,000 - $125,000 Washington DC Range: $120,000 - $140,000
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.
At BDO, our success is measured by what we achieve together. As a leading provider of audit, tax, and advisory services, we put people first cultivating a conscious, caring corporate culture that empowers our professionals and clients to thrive. Our commitment to excellence drives us to deliver innovative solutions, actionable insights, and trusted guidance for middle market businesses and global organizations.
We help clients navigate complex financial, regulatory, and operational challenges, unlocking growth and value at every stage. By fostering a collaborative environment, we support the development of our people, the success of our clients, and the betterment of our communities. BDO’s insight-driven perspectives and tailored assurance, tax, and consulting services enable companies to move beyond business as usual—achieving exceptional outcomes.
BDO is the brand name for the BDO network and each of its independent member firms. BDO USA, P.C., a Virginia professional corporation, is the U.S. member of BDO International Limited, a global network of trusted advisors dedicated to helping businesses succeed.
Offices: 225 W Randolph St, Suite 2200, Chicago, Illinois 60606, US · 200 Park Avenue, 38th Floor, New York, NY 10166, US · 2600 W Big Beaver Rd, Troy, MI 48084, US · 501 E Kennedy Blvd, Suite 920, Tampa, Florida 33602, US · 515 S Flower Street, 47th Floor, Los Angeles, CA 90071, US
How many Management & Leadership jobs are open in San Antonio, TX right now?
There are currently 3,336 open management & leadership positions in San Antonio, TX listed on Clera. New openings are added daily as companies post roles.
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Companies currently hiring include USAA, Pizza Patron, Starbucks, UT Health SA, Greehey CCRI, Frost, among others. Browse the listings above to see every active employer.
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