Tax Senior Manager, Private Client Services

Apply to serve as a Tax Senior Manager, Private Client Services at BDO USA – a boutique practice delivering high‑touch tax and financial services to high net‑worth individuals, families, family offices, C‑suite executives, athletes, and entertainers.

As a Tax Senior Manager, Private Client Services (PCS), you will use your educational background, professional experience, and interpersonal skills to provide tax compliance and consulting services to our high‑net‑worth clientele. You will lead engagements, advise clients on complex tax matters, and contribute to the growth and success of the PCS practice.

• Manage tax and consulting engagements, identifying client needs and opportunities for planning and consulting.
• Act as the primary client contact, presenting issues and resolutions with executive presence.
• Review complex individual, trust, estate, S‑Corp, foundation, partnership, and gift tax returns, providing written and verbal feedback to preparers.
• Direct communication with government agencies on matters of high complexity.
• Identify technical issues, conduct advanced tax research, and develop sound recommendations for PCS leadership, clients, and advisors.
• Continuously 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 business decisions.
• Assist with PCS/firm contributions, including billing, recruiting, attendance, and participation in CPE activities and training.
• Build and maintain relationships with BDO professionals and external sources.
• Perform additional duties as assigned.

• Supervise associates and senior associates on all projects.
• Review work prepared by associates and senior associates, providing commentary.
• Train associates and seniors on current software tools.
• Act as a career advisor to associates and senior associates.
• Schedule and manage the 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 is preferred.
• Master’s in Accountancy or Taxation is preferred.

• Seven or more years of experience in accounting, finance, or law.
• Experience in the private client service area.
• Prior supervisory experience.
• Experience in public accounting is preferred.

• Certified Public Accountant (CPA), Internal Revenue Service Enrolled Agent (EA), Attorney (admitted in the U.S.), or equivalent designations required.
• Possession of other professional degrees or certifications applicable to the role is preferred.

• Proficient with Microsoft Office Suite (Word, Excel, PowerPoint) and Adobe Acrobat.
• Experience with tax compliance process software (GoSystems, BNA Tax Planner, Go File Room , Sure Prep) is preferred.
• Experience with tax research tools (BNA Portfolio, CCH Intelli Connect, Checkpoint, Lexis NEXIS) is preferred.

• N/A

• Initiative
  • Owns career and technical development.
  • Manages client engagements, supervises, and reviews team work.
• Communication
  • Communicates effectively in writing and verbally.
  • Maintains client relationships post‑engagement.
• Leadership
  • Manages key performance indicators (KPIs).
  • Ensures accountability for team deadlines.
• Technical Skills
  • Acts as internal technical resource.
  • Collaborates with tax authorities on notices and inquiries.
• Business Development
  • Builds professional networks and referral sources.
  • Nets outside of BDO.
• People Development
  • Supervises, trains, and coaches employees and advisees.

• California: $146,000 - $200,000
• Colorado: $120,000 - $185,000
• Illinois: $140,000 - $190,000
• Maryland: $150,000 - $180,000
• Massachusetts: $150,000 - $206,000
• Minnesota: $130,000 - $190,000
• New Jersey: $155,000 - $200,000
• NYC/Long Island/Westchester: $190,000 - $225,000
• Washington: $150,000 - $200,000
• Washington DC: $162,000 - $190,000

BDO is a global organization that provides assurance, tax, and advisory services to a diverse range of clients across the U.S. and in over 160 countries. We are proud to be an employee‑stock‑ownership‑plan (ESOP) company and believe in putting people first by sharing our success with the entire workforce.

We are committed to delivering exceptional experiences to Middle‑Market leaders through insight‑driven perspectives and community engagement.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other protected characteristic.

BDO USA, P.A. is an EO employer M/F/Veteran/Disability.