Tax Senior Manager, Private Client Services

Private Client Services Overview

Private Client Services at BDO is a boutique practice providing a high‑touch approach to high net‑worth individuals, their families, family offices, C‑Suite executives, athletes, entertainers, and others with complex tax and financial structures. The practice specializes 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.

A Tax Senior Manager, Private Client Services (PCS) utilizes educational background and professional experience along with communication, time management, leadership, technical, business development, and people skills to deliver tax compliance and consulting services to high‑net‑worth clients.

• Manage tax and consulting engagements, 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.

• Bachelor's degree required; major in Accounting, Finance, Economics, or Statistics preferred.
• Master’s 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 equivalent designation 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.

• Initiative
  • Owns career and technical development; demonstrates self‑awareness and actively pursues projects and learning experiences.
  • Manages client engagements and supervises team members.
• Communication
  • Expresses themselves effectively verbally and in writing; synthesizes complex thoughts into clear, concise language.
  • Interacts directly with clients and advisors; maintains communication after work is complete to ensure quality service and…