BDO USA
Tax Senior Manager, Private Client Services
BDO USA, Kalamazoo, Michigan, United States, 49006
Overview
Tax Senior Manager, Private Client Services (PCS) is a role within BDO's Private Client Services, a boutique practice serving high net-worth individuals and families with complex tax and financial structures. PCS covers estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. Job Summary
A Tax Senior Manager in PCS utilizes their education, professional experience, communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. They manage engagements, serve as primary client contact for issues and resolutions, and contribute to client and firm growth. Job Duties
Manage tax and consulting engagements; identify and address client needs, tax planning, and consulting opportunities Provide executive presence and act as the primary client contact for preparation and presentation of issues and resolution Review complex returns (individual, trust, estate, S-Corp, foundation, partnership, and gift tax) and provide feedback to preparers Direct communication with government agencies for highly complex matters Identify technical issues, conduct advanced tax research, and develop recommendations for PCS leadership, clients, and advisors Expand understanding of tax concepts through client engagements and current tax developments Prioritize and review work to keep engagements on track Utilize analytical, research, and decision-making skills to assist with client needs regarding individual and business decisions Assist with PCS/firm contributions including billing, recruiting, and participation in CPE/training Build and maintain relationships with BDO professionals and external sources Other duties as assigned Supervisory Responsibilities
Supervise associates and senior associates on projects Review work and provide comments; train associates on current software tools Act as a Career Advisor to associates and seniors; schedule and manage workload Provide verbal and written performance feedback Education and Qualifications
Bachelor’s degree required; major in Accounting, Finance, Economics, or Statistics preferred Master’s in Accountancy or Taxation preferred Experience
Seven (7) or more years of experience in accounting, finance, or law; experience in private client services required Prior supervisory experience required Experience in public accounting preferred Licenses and Certifications
CPA, Enrolled Agent (EA), Attorney (admitted in U.S. jurisdiction), or equivalent designation required Other professional degrees or certifications applicable to the role preferred Software
Proficient in Microsoft Office (Word, Excel, PowerPoint) and Adobe Acrobat Tax compliance software experience (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep) preferred Tax research tools experience (BNA Portfolio, CCH IntelliConnect, Checkpoint, LexisNexis) preferred Languages
N/A Other Knowledge, Skills & Abilities
Initiative: own career and technical development; pursue projects and learning opportunities Communication: clear verbal and written communication; present cohesive narratives to clients Leadership: monitor KPIs, follow up on assignments, and ensure internal deadlines Technical Skills: serve as internal resource on technical matters; coordinate with federal/state agencies on notices Business Development: develop networks with financial decision-makers and referral sources; network professionally outside of BDO People Development: supervise, develop, and coach employees; regular career advising with advisees Compensation
Individual salaries offered are determined by qualifications, experience, skills, and geography. California Range: $146,000-$200,000; Colorado: $120,000-$185,000; Illinois: $140,000-$190,000; Maryland: $150,000-$180,000; Massachusetts: $150,000-$206,000; Minnesota: $130,000-$190,000; New Jersey: $155,000-$200,000; NYC/Long Island/Westchester: $190,000-$225,000; Washington: $150,000-$200,000; Washington DC: $162,000-$190,000. About Us
Join BDO to find a place where your work is impactful and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture centers on meaningful connections, curiosity, and authenticity while delivering value to people, clients, and communities. BDO is proud to be an ESOP company, sharing financially in our growth with our U.S. team. We provide assurance, tax and advisory services across the U.S. and in over 160 countries through our global organization. We are committed to delivering exceptional experiences to middle market leaders, with a focus on diversity, resilience, and sustainability, and we offer Total Rewards that extend beyond traditional benefits. Equal Opportunity Employer, including disability/veteran status. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Tax Senior Manager, Private Client Services (PCS) is a role within BDO's Private Client Services, a boutique practice serving high net-worth individuals and families with complex tax and financial structures. PCS covers estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. Job Summary
A Tax Senior Manager in PCS utilizes their education, professional experience, communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. They manage engagements, serve as primary client contact for issues and resolutions, and contribute to client and firm growth. Job Duties
Manage tax and consulting engagements; identify and address client needs, tax planning, and consulting opportunities Provide executive presence and act as the primary client contact for preparation and presentation of issues and resolution Review complex returns (individual, trust, estate, S-Corp, foundation, partnership, and gift tax) and provide feedback to preparers Direct communication with government agencies for highly complex matters Identify technical issues, conduct advanced tax research, and develop recommendations for PCS leadership, clients, and advisors Expand understanding of tax concepts through client engagements and current tax developments Prioritize and review work to keep engagements on track Utilize analytical, research, and decision-making skills to assist with client needs regarding individual and business decisions Assist with PCS/firm contributions including billing, recruiting, and participation in CPE/training Build and maintain relationships with BDO professionals and external sources Other duties as assigned Supervisory Responsibilities
Supervise associates and senior associates on projects Review work and provide comments; train associates on current software tools Act as a Career Advisor to associates and seniors; schedule and manage workload Provide verbal and written performance feedback Education and Qualifications
Bachelor’s degree required; major in Accounting, Finance, Economics, or Statistics preferred Master’s in Accountancy or Taxation preferred Experience
Seven (7) or more years of experience in accounting, finance, or law; experience in private client services required Prior supervisory experience required Experience in public accounting preferred Licenses and Certifications
CPA, Enrolled Agent (EA), Attorney (admitted in U.S. jurisdiction), or equivalent designation required Other professional degrees or certifications applicable to the role preferred Software
Proficient in Microsoft Office (Word, Excel, PowerPoint) and Adobe Acrobat Tax compliance software experience (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep) preferred Tax research tools experience (BNA Portfolio, CCH IntelliConnect, Checkpoint, LexisNexis) preferred Languages
N/A Other Knowledge, Skills & Abilities
Initiative: own career and technical development; pursue projects and learning opportunities Communication: clear verbal and written communication; present cohesive narratives to clients Leadership: monitor KPIs, follow up on assignments, and ensure internal deadlines Technical Skills: serve as internal resource on technical matters; coordinate with federal/state agencies on notices Business Development: develop networks with financial decision-makers and referral sources; network professionally outside of BDO People Development: supervise, develop, and coach employees; regular career advising with advisees Compensation
Individual salaries offered are determined by qualifications, experience, skills, and geography. California Range: $146,000-$200,000; Colorado: $120,000-$185,000; Illinois: $140,000-$190,000; Maryland: $150,000-$180,000; Massachusetts: $150,000-$206,000; Minnesota: $130,000-$190,000; New Jersey: $155,000-$200,000; NYC/Long Island/Westchester: $190,000-$225,000; Washington: $150,000-$200,000; Washington DC: $162,000-$190,000. About Us
Join BDO to find a place where your work is impactful and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture centers on meaningful connections, curiosity, and authenticity while delivering value to people, clients, and communities. BDO is proud to be an ESOP company, sharing financially in our growth with our U.S. team. We provide assurance, tax and advisory services across the U.S. and in over 160 countries through our global organization. We are committed to delivering exceptional experiences to middle market leaders, with a focus on diversity, resilience, and sustainability, and we offer Total Rewards that extend beyond traditional benefits. Equal Opportunity Employer, including disability/veteran status. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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