• Tax Senior Manager | Private Client Services

    Job Locations US-TX-San Antonio
    Posted Date 2 months ago(9/11/2019 4:51 PM)
    Job ID
  • Responsibilities

    BKD’s Wealth Plan (Private Client Services) group provides tax compliance and consulting services to our high net worth clients to help grow, preserve and protect their wealth. We provide financial, income tax, retirement, and estate planning services to high level executives, multigenerational wealthy families, their closely held businesses and investment enterprises. This is a growing practice within the organization.  We are seeking motivated individuals who want to join a team to take this practice to the next level as well as advancing in their career.  


    Tax Senior Managers serve as members of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal income, estate, gift, wealth retention strategies as well as taxation of entities owned by ultra-high net worth clients (partnership, trust, foundation taxation). Senior Managers participate in identifying client services and communicating with clients and financial managers.  They must have strong written and oral presentation skills, conduct research, manage, develop and grow a team of associates and seniors 


    • Provide tax compliance and tax advisory services to individuals, partnerships, S corporations, charitable entities, Estates, Trusts, and Gift Tax.
    • Help develop, build and manage client relationships
    • Assist in managing, developing and coaching professional tax staff
    • Review returns prepared by tax associates and seniors
    • Effectively delegate responsibilities to others, monitoring efforts of engagement teams
    • Exhibit effective communication and listening skills
    • Proficiently use technology tools in regular assignments and demonstrate commitment to improving work processes through use of technology
    • Successfully research complex tax issues, apply findings to projects and clearly communicate those findings in writing


    Required Skills:

    • Technical Review Tax compliance skills in personal taxation, partnership taxation, charitable and trust taxation and estate/gift taxation
    • Consulting experience needed in retirement and estate planning
    • Excellent supervisory and time management skills
    • Focus and dedication to client service
    • Ability to educate clients on their financial needs
    • Anticipating and addressing client needs
    • Be a trusted advisor for clients in all types of financial matters
    • Solid technical tax and accounting knowledge
    • High-level analytical, problem solving and reasoning skills
    • Ability to work efficiently under pressure and against client deadlines
    • Proficient in MS Office suite- Word, Excel and PowerPoint
    • Effective verbal and written communication and interpersonal skills
    • Attention to detail without losing sight of the big picture


    Required Experience:

    • Bachelor's or graduate degree in accounting
    • Minimum of 8 years related experience in public accounting
    • CPA certification is required
    • Experience managing multiple client engagements
    • CFP or PFS designation or Masters in Taxation a plus


    Experience the BKD difference for yourself. For more information about our firm locations, visit bkd.com. BKD, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status or other protected classifications.


    BKD does not accept unsolicited referrals or resumes from any source other than directly from candidates. We will not consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services and recruiting agencies. BKD will not pay a fee to a recruiter or agency that does not have a signed BKD vendor agreement. Any resume or CV submitted to any employee of BKD without having a BKD vendor agreement in place will be considered property of BKD. BKD will not be held liable to pay a placement fee.


    At BKD, our mission is to provide rewarding career opportunities and invest in the success of our people. Through award-winning learning and development, coaching and career advocacy programs, you will have the tools to make every play count and reach your professional goals. Along the way, you will have the opportunity to influence innovation and build long-lasting relationships. As a BKDer, you will be able to learn, lead, serve and be recognized for your contributions.

    As a part of our People First culture, we invest in the well-being of our Trusted Advisors so they can provide Unmatched Client Service®. Click here to learn how we invest in our people: bkd.com/careers/our-investment-in-our-people.


    Make your next play at BKD.


    About BKD
    BKD, a national CPA and advisory firm, can help individuals and businesses realize their goals. Our approximately 2,900 dedicated professionals provide solutions for clients in all 50 states and internationally. BKD and its subsidiaries offer a variety of tax, accounting and consulting services and combine the insight and ideas of thought leaders in multiple industries. Learn more at bkd.com.




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