Tax Manager, Private Client Services

Tax Manager, Private Client Services

BDO USA is looking for a Tax Manager in our Private Client Services practice.

Private Client Services is a boutique practice that serves high net‑worth individuals, families, family offices, C‑Suite executives, athletes and entertainers, providing comprehensive estate, income, gift, and trust tax consulting and compliance, charitable giving, executive compensation, and cash‑flow, retirement, and life insurance planning.

A Tax Manager will use their educational background, professional experience and communication, time‑management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to high net‑worth clients.

• Manage tax and consulting engagements, identifying and addressing client needs and opportunities for planning.
• Work directly with clients and their advisors to gather information needed to prepare tax returns.
• Review individual, trust, estate, S‑Corp, foundation, partnership, and gift tax returns, providing written and verbal feedback to staff and interns.
• Direct communication with government agencies on matters of highest complexity.
• Identify technical issues, conduct advanced tax research, and develop sound recommendations for PCS leadership.
• Develop and expand your understanding of tax concepts through client engagements and current tax developments.
• Prioritize and complete tasks both individually and with a team.
• Assist with PCS/firm contribution responsibilities including billing, recruiting, CPE activities, and training.
• Build new relationships and maintain existing relationships with BDO professionals and external sources.

• Supervise associates and senior associates on all projects.
• Review work prepared by associates and senior associates and provide review comments.
• Train associates and seniors on current software tools.
• Act as a career advisor to associates and senior associates.
• Schedule and manage workload of associates and senior associates.
• Provide verbal and written performance feedback to associates and senior associates.

• Bachelor’s degree (required); major in Accounting, Finance, Economics, or Statistics (preferred).
• Master’s degree in Accountancy or Taxation (preferred).

• Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred.
• Master’s degree in Accountancy or Taxation, preferred.

• Five (5) or more years of experience in accounting, finance, or law (required).
• Experience working in public accounting, or in the private client service area (preferred).

• Certified Public Accountant credential, IRS Enrolled Agent (EA) credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations (required).
• Possession of other professional degrees or certifications applicable to role (preferred).

• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and Adobe Acrobat (required).
• Experience with tax compliance process software (GoSystems, BNA Tax Planner, Go File Room , Sure Prep) (preferred).
• Experience with tax research tools (BNA Portfolio, CCH Intelli Connect, Checkpoint, Lexis Nexis) (preferred).

• N/A

• Initiative
  • Owns 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 thoughts effectively verbally and in writing; synthesizes complex ideas into clear, concise language and presents a cohesive narrative.
  • Maintains communication with clients after work to ensure quality service and maintain relationships for future work.
  • Resolves client service issues in a timely and 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 client and engagement team on other tax…