Tax Manager, Private Client Services

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Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we serve high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, and others with complex tax and financial structures. Our practice covers 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 uses their education and experience, along with communication, leadership, technical, and business development skills, to provide tax compliance and consulting to high net-worth clients.

• Bachelor’s degree required; major in Accounting, Finance, Economics, or Statistics preferred.
• Master’s degree in Accountancy or Taxation preferred.
• At least 5 years of experience in accounting, finance, or law.
• Professional certification such as CPA, EA, or Attorney required.

• Proficiency in Microsoft Office and Adobe Acrobat.
• Experience with tax software and research tools is preferred.
• Strong initiative, communication, leadership, and business development skills.
• Ability to develop and train team members.

Salary ranges vary by location; examples include California ($112K–$150K), Illinois ($105K–$130K), and NYC/Long Island ($120K–$150K). We are committed to diversity and equal opportunity employment.