Tax Experienced Manager, Private Client Services

Tax Experienced 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 complicated tax and financial structures. The practice specializes 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.

• Manages tax and consulting engagements, enhances skills by 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 and knowledge through client engagements and current tax developments.
• Prioritizes and completes tasks individually and as part of 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.
• Schedules and manages workload of associates and senior associates.
• Reviews work prepared by associates and senior associates and provides review comments.
• Trains associates and seniors on the use of all current software tools.
• May act as a career advisor to 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.

• Six (6) 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, IRS Enrolled Agent (“EA”) credential, Attorney (admitted to practice in a U.S. jurisdiction), or equivalent required.
• Possession of other professional degrees or certifications applicable to the role preferred.

• Proficient use of 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, and Lexis NEXIS) preferred.

• N/A

• Initiatives
  • Owns personal career and technical development; demonstrates self‑awareness, actively pursues projects and learning experiences to fill technical knowledge gaps.
  • Manages client engagements, supervises, and reviews work of team members.
• Communication
  • Expresses effectively verbally and in writing; synthesizes complex thoughts into clear, concise, cohesive narratives.
  • Interacts directly with clients and advisors; maintains communication post‑engagement to ensure quality service and future relationships.
  • Resolves client service issues timely and acceptably.
• Leadership
  • Promotes a collaborative, team‑oriented environment while driving strong results and quality work.
  • Exerts executive presence and acts as primary client contact for issue presentation and resolution.
  • Monitors key performance indicators (KPIs) as established by the business line.
• Business Development
  • Seizes professional networking opportunities and actively connects beyond BDO.
  • Engages firm specialists and other business lines to increase cross‑service…