Tax Manager, Private Client Services

Job Description 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, as well as other people with complicated tax and financial structures. The 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. Job Summary A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as 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 allowing identification and address of 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 how to use all 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 of 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 the equivalent of one of these designations required. Possession of other professional degrees or certifications applicable to role preferred. Software Proficient in Microsoft Office Suite (specifically Word, Excel, and 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, and Lexis Nexis) preferred. Languages N/A Other Knowledge, Skills & Abilities Initiative Owns their own career and technical development; demonstrates self‑awareness and 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; synthesizes complex thoughts into clear, concise language and presents a cohesive narrative. Maintains communication with clients after work completion to ensure quality service and future relationships. Resolves client service issues timely and acceptably. Leadership Supports a collaborative and team‑oriented environment while driving 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 related tax matters. Business Development Seizes opportunities for new professional contacts when presented; actively networks professionally outside of 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 California Range: $112,000 - $150,000 Colorado Range: $111,500 - $130,000 Illinois Range: $105,000 - $130,000 Maryland Range: $113,000 - $120,000 Massachusetts Range: $120,000 - $127,000 Minnesota Range: $90,000 - $120,000 New Jersey Range: $115,000 - $140,000 Ohio Range: $105,000 - $150,000 NYC/Long Island/Westchester Range: $125,000 - $150,000 Virginia Range: $102,000 - $114,000 Washington Range: $110,000 - $125,000 Washington DC Range: $120,000 - $140,000 About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we focus on delivering exceptional and sustainable outcomes and value for our people, clients, and communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first and shares financial growth with our U.S. team. We provide assurance, tax, and advisory services to a diverse range of clients across the U.S. and in over 160 countries through our global organization. We are committed to delivering exceptional experiences to middle market leaders by sharing insight‑driven perspectives, helping companies move beyond business as usual to better than usual. With industry knowledge and experience, breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: Welcoming diverse perspectives and understanding the experience of our professionals and clients. Empowering team members to explore their full potential. Our talented team brings varying skills, knowledge, and experience to help our clients navigate complex challenges and opportunities. Celebrating ingenuity and innovation to transform our business and help our clients transform theirs. Focusing on resilience and sustainability to positively impact our people, clients, and communities. BDO Total Rewards encompass more than traditional benefits. Benefits may be subject to eligibility requirements. 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 BDO USA