Tax Manager, Private Client Services

Job Summary Private Client Services at BDO is a boutique practice within our firm. We offer a high‑touch approach, serving high net‑worth individuals, their families, family offices, C‑Suite executives, athletes, entertainers and others with complex tax and financial structures. The practice provides estate, income, gift, and trust tax consulting and compliance; charitable giving; executive compensation; and cash‑flow, retirement, and life‑insurance planning. A Tax Manager, Private Client Services provides tax compliance and consulting services to these high net‑worth clients, leveraging educational background, professional experience, and a broad skill set. Job Duties Manages tax and consulting engagements, identifying and addressing 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 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 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 in public accounting or private client service area, preferred License/Certifications Certified Public Accountant, Internal Revenue Service Enrolled Agent (EA), Attorney elected in a U.S. jurisdiction, or equivalent designation, required 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 None required Additional Knowledge, Skills & Abilities Initiative Owns career and technical development; demonstrates self‑awareness and pursues learning opportunities Manages client engagements, supervises, and reviews work of team members Communication Expresses thoughts effectively verbally and in writing; synthesizes complex ideas into clear language Maintains communication with clients post‑engagement to ensure quality service and future work Resolves client service issues timely and satisfactorily Leadership Supports a collaborative, team‑oriented environment while driving high results Acts as primary client contact for return preparation and coordination with client and team on other matters Business Development Seizes opportunities for new professional contacts; actively networks outside BDO Involves firm specialists and other business lines to increase cross‑service opportunities People Development Supervises, develops, and trains employees Acts as mentor to associates and senior associates Provides verbal and written performance feedback to associates and senior associates Compensation 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 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