SanAntonioTXRecruiter Since 2001
the smart solution for San Antonio jobs

Tax Senior Manager, Private Client Services

Company: BKD
Location: San Antonio
Posted on: September 14, 2019

Job Description:

ResponsibilitiesBKD'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


    QualificationsRequired 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.OverviewBKD is a place where people build careers, gain new skills and enjoy big firm resources with a small firm approach to teamwork and camaraderie. We focus on providing unmatched client service to everyone we encounter-both in the marketplace and in our offices. We also offer the support, resources and opportunities you need to further develop your career. We listen to learn, combine innovation with practicality and give back to the communities where we live and work.

        See what we offer new hires in terms of competitive compensation, People First benefits and paid time off.

        Take your career to the next level at BKD.

        About BKD

        BKD, LLP, a national CPA and advisory firm, can help individuals and businesses realize their goals. Our approximately 2,650 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.

Keywords: BKD, San Antonio , Tax Senior Manager, Private Client Services, Executive , San Antonio, Texas

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Executive Jobs


General Manager in training
Description: CP Dreamworks is a small Domino's franchise located in and around Austin Texas. Our franchise was awarded rookie franchise of the south region in 2017 and we are looking for great talent now to help continue (more...)
Company: Domino's Pizza (CP Dreamworks)
Location: Leander
Posted on: 09/23/2019

IT Infrastructure Project Manager
Description: Essential Job Functions: ul li Manage information technology projects across multiple impacted areas and teams internal and external teams in various geographic locations and time zones Austin, (more...)
Company: Akshaya Inc
Location: Austin
Posted on: 09/23/2019

Sr. Product Manager - IT Services
Description: Sr. Product Manager - IT Services br Competitive salary br br Round Rock, Texas, United States br br br Dell provides the technology that transforms the way we all work and live. But we are (more...)
Company: Dell
Location: Round Rock
Posted on: 09/23/2019


Commercial Lines Account Manager
Description: Commercial Lines Account Manager is a work from home position and who is a self-starter, well
Company: Patra Corp
Location: San Antonio
Posted on: 09/23/2019

Product Manager Senior Advisor - Round Rock/Austin, TX
Description: An industry migration to software based and workload optimized architectures built on x86 server technology is underway, and with the formation of Dell Technologies, there are many opportunities to collaborate (more...)
Company: Dell
Location: Austin
Posted on: 09/23/2019

Manager/Sr. Manager
Description: The Claro Group offers deep experience working on behalf of our clients to evaluate and quantify complex commercial claims in litigation and for insurance recoveries, conduct forensic investigations, (more...)
Company: The Claro Group
Location: Austin
Posted on: 09/23/2019

Registered Nurse (RN) Case Manager - ICU - San Antonio
Description: Description SHIFT: Days rotating weekends br br SCHEDULE: Full-time br br Metropolitan Methodist Hospital Registered Nurse RN Case Manager Case Management - ICU Department FT - Days - Exempt------ (more...)
Company: Metropolitan Methodist Hospital
Location: San Antonio
Posted on: 09/23/2019

Assistant Project Manager Development
Description: Austin Developer Seeks Assistant Project Manager br The Journeyman Group is a turn-key developer in Austin, TX active in multifamily,
Company: Journeyman Group
Location: Austin
Posted on: 09/23/2019

Project Director
Description: PREMIER MECHANICAL CONTRACTOR in the AUSTIN-SAN-ANTONIO AREA is seeking an EXPERIENCED Project
Company: Adams CG, Inc.
Location: Austin
Posted on: 09/23/2019

Regional Recruitment Manager, Central
Description: The Regional Recruitment Manager, located in San Antonio, is responsible for creating a pipeline of qualified and diverse 18 - 25 year old applicants who will be successfully admitted to the City Year (more...)
Company: City Year
Location: San Antonio
Posted on: 09/23/2019

Log In or Create An Account

Get the latest Texas jobs by following @recnetTX on Twitter!

San Antonio RSS job feeds