BDO USA
Tax Manager, Private Client Services
BDO USA is seeking a Tax Manager for its Private Client Services practice.
Private Client Services at BDO is a boutique practice that serves high‑net‑worth individuals, families, family offices, C‑Suite executives, athletes, entertainers, and others with complex tax and financial structures. The practice offers expertise in 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 Manager in Private Client Services will utilize educational background and professional experience—along with communication, time‑management, leadership, technical, and business development skills—to provide tax compliance and consulting services to our high net‑worth clients.
Responsibilities
Manages tax and consulting engagements and enhances skills to identify and address client needs, tax planning, and consulting opportunities.
Works directly with clients and their advisors to gather information needed to prepare tax returns.
Reviews individual, trust, estate, S‑Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and interns.
Directs communication with government agencies for matters of the highest complexity.
Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership.
Develops and expands your understanding of tax concepts and knowledge through client engagements and current tax developments.
Prioritizes and completes tasks both individually and with a team.
Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance, and participation in CPE activities and training.
Builds new relationships and maintains existing relationships with BDO professionals and external sources.
Supervisory Responsibilities
Supervises associates and senior associates on all projects.
Reviews work prepared by associates and senior associates and provides review comments.
Trains associates and seniors on the use of current software tools.
Acts as a career advisor to associates and senior associates.
Schedules and manages workload of associates and senior associates.
Provides verbal and written performance feedback to associates and senior associates.
Education
Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred.
Master’s degree in Accountancy or Taxation, preferred.
Experience
Five (5) or more years prior experience in accounting, finance, or law, required.
Experience working in public accounting or the private client service area, preferred.
License/Certifications
Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (“EA”) credential, Attorney (admitted to practice in a U.S. jurisdiction), or an equivalent designation, required.
Possession of other professional degrees or certifications applicable to role, preferred.
Software
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and Adobe Acrobat, required.
Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred.
Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint, Lexis Nexis), preferred.
Languages
None required.
Other Knowledge, Skills & Abilities
Initiative Owns career and technical development; demonstrates self‑awareness, actively pursues projects and learning experiences to fill technical gaps.
Manages client engagements, supervises, and reviews work of team members.
Communication Expresses themselves effectively verbally and in writing; synthesizes complex thoughts into clear, concise language; presents cohesive narratives.
Maintains client communication after work completion to ensure quality service and relationship continuity.
Resolves client service issues timely and acceptably.
Leadership Promotes a collaborative, team‑oriented environment while driving strong results and quality work.
Acts as primary client contact for return preparation and coordination with client and engagement team on other tax matters.
Business Development Seizes opportunities for new professional contacts; networks professionally outside BDO.
Involves firm specialists and other business lines to increase cross‑service opportunities.
People Development Supervises, develops, and trains employees.
Mentors associates and senior associates.
Provides verbal and written performance feedback to associates and senior associates.
Salary Range
California: $112,000 - $150,000
Colorado: $111,500 - $130,000
Illinois: $105,000 - $130,000
Maryland: $113,000 - $120,000
Massachusetts: $120,000 - $127,000
Minnesota: $90,000 - $120,000
New Jersey: $115,000 - $140,000
NYC/Long Island/Westchester: $125,000 - $160,000
Washington: $110,000 - $125,000
Washington DC: $120,000 - $140,000
About Us BDO is a global firm that provides assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries. We focus on delivering exceptional and sustainable outcomes and value for our people, clients, and communities. Our culture centers around meaningful connections, curiosity, and authenticity, fostering a place where work is impactful and individuality is valued.
BDO proudly operates as an Employee‑Stock Ownership Plan (ESOP) company. The ESOP provides employees with a stake in the firm’s success through fully funded shares that vest over time, enhancing financial well‑being with no employee contributions.
Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. BDO USA, P.A. is an EO employer M/F/Veteran/Disability.
#J-18808-Ljbffr
Private Client Services at BDO is a boutique practice that serves high‑net‑worth individuals, families, family offices, C‑Suite executives, athletes, entertainers, and others with complex tax and financial structures. The practice offers expertise in 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 Manager in Private Client Services will utilize educational background and professional experience—along with communication, time‑management, leadership, technical, and business development skills—to provide tax compliance and consulting services to our high net‑worth clients.
Responsibilities
Manages tax and consulting engagements and enhances skills to identify and address client needs, tax planning, and consulting opportunities.
Works directly with clients and their advisors to gather information needed to prepare tax returns.
Reviews individual, trust, estate, S‑Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and interns.
Directs communication with government agencies for matters of the highest complexity.
Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership.
Develops and expands your understanding of tax concepts and knowledge through client engagements and current tax developments.
Prioritizes and completes tasks both individually and with a team.
Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance, and participation in CPE activities and training.
Builds new relationships and maintains existing relationships with BDO professionals and external sources.
Supervisory Responsibilities
Supervises associates and senior associates on all projects.
Reviews work prepared by associates and senior associates and provides review comments.
Trains associates and seniors on the use of current software tools.
Acts as a career advisor to associates and senior associates.
Schedules and manages workload of associates and senior associates.
Provides verbal and written performance feedback to associates and senior associates.
Education
Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred.
Master’s degree in Accountancy or Taxation, preferred.
Experience
Five (5) or more years prior experience in accounting, finance, or law, required.
Experience working in public accounting or the private client service area, preferred.
License/Certifications
Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (“EA”) credential, Attorney (admitted to practice in a U.S. jurisdiction), or an equivalent designation, required.
Possession of other professional degrees or certifications applicable to role, preferred.
Software
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and Adobe Acrobat, required.
Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred.
Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint, Lexis Nexis), preferred.
Languages
None required.
Other Knowledge, Skills & Abilities
Initiative Owns career and technical development; demonstrates self‑awareness, actively pursues projects and learning experiences to fill technical gaps.
Manages client engagements, supervises, and reviews work of team members.
Communication Expresses themselves effectively verbally and in writing; synthesizes complex thoughts into clear, concise language; presents cohesive narratives.
Maintains client communication after work completion to ensure quality service and relationship continuity.
Resolves client service issues timely and acceptably.
Leadership Promotes a collaborative, team‑oriented environment while driving strong results and quality work.
Acts as primary client contact for return preparation and coordination with client and engagement team on other tax matters.
Business Development Seizes opportunities for new professional contacts; networks professionally outside BDO.
Involves firm specialists and other business lines to increase cross‑service opportunities.
People Development Supervises, develops, and trains employees.
Mentors associates and senior associates.
Provides verbal and written performance feedback to associates and senior associates.
Salary Range
California: $112,000 - $150,000
Colorado: $111,500 - $130,000
Illinois: $105,000 - $130,000
Maryland: $113,000 - $120,000
Massachusetts: $120,000 - $127,000
Minnesota: $90,000 - $120,000
New Jersey: $115,000 - $140,000
NYC/Long Island/Westchester: $125,000 - $160,000
Washington: $110,000 - $125,000
Washington DC: $120,000 - $140,000
About Us BDO is a global firm that provides assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries. We focus on delivering exceptional and sustainable outcomes and value for our people, clients, and communities. Our culture centers around meaningful connections, curiosity, and authenticity, fostering a place where work is impactful and individuality is valued.
BDO proudly operates as an Employee‑Stock Ownership Plan (ESOP) company. The ESOP provides employees with a stake in the firm’s success through fully funded shares that vest over time, enhancing financial well‑being with no employee contributions.
Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. BDO USA, P.A. is an EO employer M/F/Veteran/Disability.
#J-18808-Ljbffr