BDO USA
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Tax Manager, Private Client Services
role at
BDO USA .
2 days ago – Be among the first 25 applicants.
Job Description Private Client Services at BDO is a boutique practice within our firm. We offer a high‑touch approach and have extensive experience serving high‑net‑worth individuals, their families, family offices, C‑suite executives, athletes, entertainers, and others with complicated tax and financial structures. The practice is experienced 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 the Private Client Services practice is responsible for using their educational background and professional experience, along with communication, time‑management, leadership, technical, business‑development, and people skills to provide tax compliance and consulting services to our high‑net‑worth clients.
Job Duties
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 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.
Qualifications, Knowledge, Skills and Abilities
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 of prior experience in accounting, finance, or law, required.
Experience working in public accounting, or 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 equivalent, required.
Possession of other professional degrees or certifications applicable to the 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
N/A.
Other Knowledge, Skills & Abilities
Initiative
Owns their own career and technical development; demonstrates self‑awareness, actively pursues projects and learning experiences to fill technical knowledge gaps.
Manages client engagements, supervises, and reviews work of team members.
Communication
Expresses themselves effectively verbally and in writing; takes complex thoughts and synthesizes them into clear, concise language, presenting a cohesive narrative.
Maintains communication with clients after completion to ensure quality service and maintain future relationships.
Resolves client service issues in a timely, acceptable manner.
Leadership
Supports a collaborative and team‑oriented environment while pushing themselves, peers, and teams for strong results and quality work.
Acts as primary client contact for return preparation and coordination with clients and engagement team on other tax matters.
Business Development
Seizes opportunities for new professional contacts; actively networks professionally outside BDO.
Involves firm specialists and other business lines to increase cross‑service opportunities.
People Development
Supervises, develops, and trains employees.
Acts as a mentor to 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 At BDO, we are dedicated to helping people thrive every day. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to ourselves while making a positive difference in the world. We are proud to be an ESOP company, offering a comprehensive compensation and Total Rewards benefits package, including a fully funded Employee Stock Ownership Plan (ESOP). BDO is the first large accounting and advisory organization to implement an ESOP and we continually aim to deliver exceptional and sustainable outcomes for our people, clients, and communities.
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
Tax Manager, Private Client Services
role at
BDO USA .
2 days ago – Be among the first 25 applicants.
Job Description Private Client Services at BDO is a boutique practice within our firm. We offer a high‑touch approach and have extensive experience serving high‑net‑worth individuals, their families, family offices, C‑suite executives, athletes, entertainers, and others with complicated tax and financial structures. The practice is experienced 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 the Private Client Services practice is responsible for using their educational background and professional experience, along with communication, time‑management, leadership, technical, business‑development, and people skills to provide tax compliance and consulting services to our high‑net‑worth clients.
Job Duties
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 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.
Qualifications, Knowledge, Skills and Abilities
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 of prior experience in accounting, finance, or law, required.
Experience working in public accounting, or 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 equivalent, required.
Possession of other professional degrees or certifications applicable to the 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
N/A.
Other Knowledge, Skills & Abilities
Initiative
Owns their own career and technical development; demonstrates self‑awareness, actively pursues projects and learning experiences to fill technical knowledge gaps.
Manages client engagements, supervises, and reviews work of team members.
Communication
Expresses themselves effectively verbally and in writing; takes complex thoughts and synthesizes them into clear, concise language, presenting a cohesive narrative.
Maintains communication with clients after completion to ensure quality service and maintain future relationships.
Resolves client service issues in a timely, acceptable manner.
Leadership
Supports a collaborative and team‑oriented environment while pushing themselves, peers, and teams for strong results and quality work.
Acts as primary client contact for return preparation and coordination with clients and engagement team on other tax matters.
Business Development
Seizes opportunities for new professional contacts; actively networks professionally outside BDO.
Involves firm specialists and other business lines to increase cross‑service opportunities.
People Development
Supervises, develops, and trains employees.
Acts as a mentor to 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 At BDO, we are dedicated to helping people thrive every day. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to ourselves while making a positive difference in the world. We are proud to be an ESOP company, offering a comprehensive compensation and Total Rewards benefits package, including a fully funded Employee Stock Ownership Plan (ESOP). BDO is the first large accounting and advisory organization to implement an ESOP and we continually aim to deliver exceptional and sustainable outcomes for our people, clients, and communities.
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