BDO · 9 hours ago
Senior Manager, Family Office Services
New York, NY, United States
Full-time
Onsite
Senior Level, Lead/Staff
$190K/yr - $225K/yr
8+ years expBDO is a leading accounting and advisory organization that provides assurance, tax, and advisory services for a diverse range of clients. The Senior Manager, Family Office Services is responsible for leading the PCS-FOS group, providing exceptional client service, developing new business, and mentoring team members while managing the practice's financial performance and mitigating risks.
AccountingBusiness DevelopmentFinancial ServicesOutsourcing
Responsibilities
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
Facilitates effective discovery meetings with clients
Designs integrated solutions that respond to the specific situation
Accurately determines the cost of building a client solution
Formulates recommendations to client leadership on technical accounting issues, financial accounting policies and procedures and financial management issues
Periodically reviews solutions with their clients to determine if it is still the right solution for the current state of the business
Assertively manages conflict
Supports the client through business changes and helps to facilitate the change management process
Quickly and accurately assesses people’s perspectives
Gathers and/or reviews information necessary from the client to execute on engagements
Understands tax planning considerations/concepts for various business entities
Appropriately 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
Refines designed solutions and work plans into a compelling proposal document that speaks the language of the client
Evaluates clients for acceptance
Develops a strong understanding of the various industry groups and builds relationships with business development resources
Identifies new opportunities to cross sell to existing clients
Explains the Advisory service offerings, as well as the broader firm to a client, prospect, or contact
Gains an understanding of the BDO Alliance and BRN Network firms
Fosters a culture that embraces change and accountability
Ensures PCS-FOS Managers and Staff are trained to understand and perform analytics and forecasting at a level where they are capable of interpreting financial results
Provides training on all relevant software, processes and resources, as appropriate
Acts as Career Advisor to PCS-FOS Managers and Staff
Evaluates the performance of PCS-FOS Managers and Staff
Drives recruiting efforts at all levels and assists with the on-boarding process
Creates a work plan following best practices of project management
Bills engagements in a timely and effective manner
Aware of how their practice P&L is structured and can interpret common firm metrics
Accurately scopes a new project and constructs a fee estimate/budget that considers all appropriate details
Oversees client satisfaction with quality of work products, assigned staff, and engagement performance
Reviews engagement economics for multiple clients to ensure continuous improvement in order to attain practice KPI's
Identifies when research is needed
Clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process
Trains managers / staff on research skills and helps to appropriately frame tax issues for analysis
Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel
Researches and implements tax strategies, including experimentation with promising new strategies and ideas
Consistently makes suggestions as to how previous work products or approaches can be improved
May lead marketing campaigns, if applicable to role
Presents complex strategies to clients and prospective clients
Supervises associates, senior associates and managers on all projects
Reviews work prepared by associates, senior associates and managers and provide review comments
Trains associates, senior associates and managers how to use all current software tools
Acts as a Career Advisor to associates, senior associates and managers
Schedules and manages workload of associates, senior associates and managers
Provides verbal and written performance feedback to associates, senior associates and managers
Qualification
Required
Bachelor's degree, focus in Accounting or Finance, preferred AND eight (8) or more years of experience performing general accounting transactions and functions, required; OR Ten (10) or more years performing general accounting transactions and functions with some supervisory and consultative or business advisory experience without a degree, required
Four (4) or more years of supervisory experience, required
Consultative or business advisory experience, required
Proficient in the use of the Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required
Excellent verbal and written communication skills
Has an in-depth knowledge and understanding of finance and accounting functions, technology for supporting these functions and how tax planning can differ by industry and business structure; knows what is required from a compliance perspective and what is considered a standard or best practice for the industry or business structure
Takes personal accountability for work products and accepts constructive feedback to guide future actions
Fully understands the finance and accounting functions generally performed by a business (e.g. sales, purchasing, A/R, etc.) and common best practices/processes for how they operate, as well as how they interact; understands other business imperatives/functions (e.g. data security, internal controls, etc.) and how they can affect the finance and accounting functions; uses this knowledge to analyze the current structure of a client and identify what services identify what services or processes may be inefficient or missing and where we can add value, as well as advise on best practices for their overall financial ecosystem
Presents well in one-on-one, small group, and large group settings; presents well to all levels of management, internally and with clients; projects confidence and expertise; communicates in a clear and concise manner that emphasizes key points; persuades others to their points of view; self-aware – knows when an approach is not working and can change course immediately
Strong analytical and research skills
GAAP and TAX knowledge, financial statement presentation, and report writing
Strong organizational skills especially the ability to meet project deadlines with a focus on details
Proven ability to lead a team in a deadline-driven environment and handle multiple projects simultaneously, while focusing on quality, customer satisfaction and service delivery
Direct and prioritize the team to successfully execute multiple tasks
Ability to act as the primary contact and provide an executive presence on engagements
Capable of effectively managing a team of professionals and contribute to the professional development of assigned personnel
Interacts effectively with people at all organizational levels of the firm, including the Business Development team; demonstrates the capability to build and maintain strong relationships with internal and client personnel
Ability to travel up to 25% of the time
Preferred
MBA or other relevant advanced degree (Masters in Accountancy), preferred
Experience working with outsourced and/or delivery center operations, preferred
CPA certification, preferred
Experience utilizing industry standard accounting software and BDODrive platform software such as Intuit's QuickBooks Online (QBO), Microsoft NAV and Bill.com, preferred
Prior experience utilizing industry recognized accounting research tools, preferred
SEI Archway and Qvinchi, preferred
Benefits
Employee Stock Ownership Plan (ESOP)
Comprehensive compensation and Total Rewards benefits
Company
BDO
BDO is the leading provider of professional services within the mid-tier of our profession.
10001+ employees
H1B Sponsorship
BDO has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)
Funding
Current Stage
Late StageLeadership Team
Barbara Derus
Managing Partner South Central Region - Transfer Pricing
Benjamin Russell
Managing Partner, Transfer Pricing - East Region at BDO
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