Tax Senior Manager, Private Client Services

Job Summary
Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net‑worth individuals, their families, family offices, C‑Suite executives, athletes, entertainers, and other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance;

charitable giving and philanthropic foundations; executive compensation; and cash‑flow, retirement, and life insurance planning.

• Manage tax and consulting engagements and demonstrate skills identifying and addressing 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 to clients.
• Review complex individual, trust, estate, S‑Corp, foundation, partnership, and gift tax returns and provide written and verbal feedback to preparers.
• Direct communication with government agencies for matters of the highest complexity.
• Identify technical issues, conduct advanced tax research, and develop sound recommendations for PCS leadership, clients, and advisors.
• Expand understanding of tax concepts and knowledge through client engagements and current tax developments.
• Prioritize and review work to keep engagements on track.
• Utilize strong analytical, research and critical‑thinking skills as well as decision‑making skills to assist with client needs regarding individual and business decisions.
• Assist with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training.
• Build new relationships and maintain existing relationships with BDO professionals and external sources.
• Other duties as assigned.

• 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 the use of all 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 in Accountancy or Taxation preferred.

• Bachelors degree required; major in Accounting, Finance, Economics or Statistics, preferred
• Masters in Accountancy or Taxation, preferred

• Seven (7) or more years prior experience in accounting, finance, or law, required.
• Experience in the private client service area, required.
• Prior supervisory experience, required.
• Experience working in public accounting, preferred.

• Certified Public Accountant credential, Internal Revenue Service Enrolled Agent ("EA") credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent designation, required.
• Possession of other professional degrees or certifications applicable to role, preferred.

• Proficient in Microsoft Office Suite (specifically Word, Excel, and 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, and 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 effectively verbally and in writing; synthesizes complex thoughts into concise language and presents a cohesive narrative.
  • Interacts directly with clients and their advisors; maintains communication after work is complete to ensure quality service and nurture future relationships.
• Leadership
  • Manages and monitors key performance indicators…