Tax Senior Manager, Private Client Services

Overview

Private Client Services at BDO is a boutique practice within our firm. We provide a high‑touch approach to serve high‑net‑worth individuals, their families, family offices, C‑Suite executives, athletes, entertainers, and others with complex tax and financial structures. Our expertise spans 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), leverages educational background and professional experience, along with communication, time management, leadership and technical skills, to deliver tax compliance and consulting services to our high‑net‑worth clients.

• Manage tax and consulting engagements and identify client needs, tax planning, and consulting opportunities.
• Act as executive presence and primary client contact for preparation and presentation of issues and resolution.
• Review complex individual, trust, estate, S‑Corp, foundation, partnership, and gift tax returns, providing written and verbal feedback.
• Direct communication with government agencies for matters of highest complexity.
• Identify technical issues, conduct advanced tax research, and develop recommendations for PCS leadership, clients, and advisors.
• Expand understanding of tax concepts through client engagements and current developments.
• Prioritize and review work to keep engagements on track.
• Utilize strong analytical, research, and critical thinking 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 and maintain 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 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.

• 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 private client service area required.
• Prior supervisory experience required.
• Experience working in public accounting preferred.

• Certified Public Accountant, Internal Revenue Service Enrolled Agent, Attorney (U.S. jurisdiction), or equivalent required.
• Other professional degrees or certifications applicable to role preferred.

• Proficient with 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 career and technical development; demonstrates self‑awareness, actively pursues projects and learning experiences.
  • Manages client engagements, supervises, and reviews work of team members.
• Communication
  • Expresses effectively verbally and in writing; synthesizes complex thoughts into clear, concise language.
  • Interacts directly with clients and advisors; maintains communication post‑work to ensure quality service and future relationships.
• Leadership
  • Manages and monitors key performance indicators (KPI’s).
  • Follows up on assignments and holds others accountable for internal deadlines and administrative responsibilities.
• Technical Skills
  • Serves as internal resource, providing guidance to other practices on technical matters.
  • Works with departments and federal/state taxing agencies to respond to notices and inquiries.
• Business Development
  • Develops network of key financial decision makers, referral…