Senior Manager, Private Client Services

BDO - Calgary, AB (30+ days ago)

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Putting people first, every day:
BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, we rely on our professionals to provide exceptional service, and help our clients by providing advice and insight they can trust. In turn, we offer an environment that fosters a people-first culture with a high priority on your personal and professional growth.

Your opportunity:
Our Calgary office is looking for a Senior Manager to join the Private Client Services Tax team and own the following responsibilities:

Tax assignments may include –Assisting clients with tax efficient structuring of domestic and global investments, including business concerns and real estate, Tax compliance, dealing with tax authorities and dispute resolution, estate and trust planning etc.
Initiates strategic and commercial client contact, ensuring that all client needs are met and that account development follows
Conducts formal project/team performance reviews and provides input to individual performance ratings
Develops the capabilities of less experienced staff through coaching, knowledge transfer, internal training delivery, assignment of challenging work opportunities
Maintains relationships with clients at the highest level
Accountable for most operational aspects of client engagement submit to varying levels of Partner involvement which may include travel to client sites

How do we define success for your role?

You will understand the industries BDO services and contribute to the group's advancement.
You will ensure work is complete, accurate and appropriately reviewed by maintaining the necessary technical knowledge and professional development.
You will recommend and implement quality or efficiency improvements to our engagements.
You will actively engage in communication with people leaders to ensure understanding of performance and development, while identifying and attracting top talent.
You will support our firm's revenue growth by referring clients to other services lines and new clients to BDO.

Your experience and education

Minimum of eight years of experience in a public accounting practice
Must have excellent knowledge and experience in Private Client Services
Qualified Canadian CPA/CA with successful completion of the CPA Canada In-Depth Tax Course (level I & II at a minimum)
Good computer skills with experience in MS Office, Caseware / Caseview and TaxPrep
Experience in reviewing corporate and personal tax returns

Why BDO?

Our firm is committed to providing an environment where you can be successful in the following ways:

Firm success - We enable you to engage with the firm's strategic plan, and be a key contributor to the success and growth of the firm.
Professional success - We help you be the best professional you can be in our services, industries and markets.
Personal success - Achieve your personal goals outside of the office and make an impact on your community.

Giving back, it adds up: Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the opportunity to contribute to your community.

Total rewards that matter: We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. We provide flexible benefits from day one, and flexible time off through vacation, personal, and volunteer days. We are committed to supporting your overall wellness beyond working hours, and provide reimbursement for wellness initiatives that fit your lifestyle.

Everyone counts: We believe every employee should have the opportunity to participate and succeed. Through leadership by our Chief Inclusion and Diversity Officer, we are committed to a workplace culture of respect, inclusion, and diversity. We recognize and celebrate the valuable differences among each of us, including race, religious beliefs, physical or mental disabilities, age, place of origin, marital status, family status, gender or gender identity and sexual orientation. If you require accommodation to complete the application process, please contact us.

Ready to make your mark at BDO? Click “Apply now” to send your up-to-date resume to one of our Talent Acquisition Specialists.

To explore other opportunities at BDO, check out our careers page.