Tax Manager, Private Client Services

Tax Manager, Private Client Services

BDO USA is seeking a Tax Manager for its Private Client Services practice.

Private Client Services at BDO is a boutique practice that serves high‑net‑worth individuals, families, family offices, C‑Suite executives, athletes, entertainers, and others with complex tax and financial structures. The practice offers expertise 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 Manager in Private Client Services will utilize educational background and professional experience—along with communication, time‑management, leadership, technical, and business development skills—to provide tax compliance and consulting services to our high net‑worth clients.

• Manages tax and consulting engagements and enhances skills to identify and address 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 your 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.

• 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 the use of 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.

• Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred.
• Master’s degree in Accountancy or Taxation, preferred.

• Five (5) or more years prior experience in accounting, finance, or law, required.
• Experience working in public accounting or the private client service area, preferred.

• Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (“EA”) credential, Attorney (admitted to practice in a U.S. jurisdiction), or an 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.

• None required.

• Initiative
  • Owns career and technical development; demonstrates self‑awareness, actively pursues projects and learning experiences to fill technical 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; presents cohesive narratives.
  • Maintains client communication after work completion to ensure quality service and relationship continuity.
  • Resolves client service issues timely and acceptably.
• Leadership
  • Promotes a collaborative, team‑oriented environment while driving strong results and quality work.
  • Acts as primary client contact for return preparation and coordination with client and engagement team on other tax matters.
• Business Development
  • S…