BDO USA
Tax Manager, Private Client Services
BDO USA is looking for a Tax Manager in our Private Client Services practice.
Overview Private Client Services is a boutique practice that serves high net‑worth individuals, families, family offices, C‑Suite executives, athletes and entertainers, providing comprehensive estate, income, gift, and trust tax consulting and compliance, charitable giving, executive compensation, and cash‑flow, retirement, and life insurance planning.
Job Summary A Tax Manager will use their educational background, professional experience and communication, time‑management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to high net‑worth clients.
Job Duties
Manage tax and consulting engagements, identifying and addressing client needs and opportunities for planning.
Work directly with clients and their advisors to gather information needed to prepare tax returns.
Review individual, trust, estate, S‑Corp, foundation, partnership, and gift tax returns, providing written and verbal feedback to staff and interns.
Direct communication with government agencies on matters of highest complexity.
Identify technical issues, conduct advanced tax research, and develop sound recommendations for PCS leadership.
Develop and expand your understanding of tax concepts through client engagements and current tax developments.
Prioritize and complete tasks both individually and with a team.
Assist with PCS/firm contribution responsibilities including billing, recruiting, CPE activities, and training.
Build new relationships and maintain existing relationships with BDO professionals and external sources.
Supervisory Responsibilities
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 to associates and senior associates.
Education
Bachelor’s degree (required); major in Accounting, Finance, Economics, or Statistics (preferred).
Master’s degree in Accountancy or Taxation (preferred).
Qualifications, Knowledge, Skills and Abilities
Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred.
Master’s degree in Accountancy or Taxation, preferred.
Experience
Five (5) or more years of experience in accounting, finance, or law (required).
Experience working in public accounting, or in the private client service area (preferred).
License / Certifications
Certified Public Accountant credential, IRS Enrolled Agent (EA) credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations (required).
Possession of other professional degrees or certifications applicable to role (preferred).
Software
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and Adobe Acrobat (required).
Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep) (preferred).
Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint, LexisNexis) (preferred).
Languages
N/A
Other Knowledge, Skills & Abilities
Initiative
Owns own 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 thoughts effectively verbally and in writing; synthesizes complex ideas into clear, concise language and presents a cohesive narrative.
Maintains communication with clients after work to ensure quality service and maintain relationships for future work.
Resolves client service issues in a timely and acceptable manner.
Leadership
Supports a collaborative and team‑oriented environment while pushing themselves, peers, and teams for 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
Seizes opportunities for new professional contacts and actively networks professionally outside of BDO.
Involves firm specialists and other business lines to increase cross‑service opportunities.
People Development
Supervises, develops, and trains employees.
Acts as a mentor to associates and senior associates.
Provides verbal and written performance feedback to associates and senior associates.
Compensation
California: $112,000 - $150,000
Colorado: $111,500 - $130,000
Illinois: $105,000 - $130,000
Maryland: $113,000 - $120,000
Massachusetts: $120,000 - $127,000
Minnesota: $90,000 - $120,000
New Jersey: $115,000 - $140,000
NYC / Long Island / Westchester: $125,000 - $160,000
Washington: $110,000 - $125,000
Washington DC: $120,000 - $140,000
About Us BDO is a trusted advisors firm with a culture centered on meaningful connections, curiosity, and authenticity. We provide assurance, tax and advisory services worldwide and pride ourselves on an inclusive, ESOP workforce that empowers our employees to grow alongside the firm.
We are committed to delivering exceptional experiences to middle‑market leaders by leveraging insight‑driven perspectives and helping companies elevate their business practices. Our core values include welcoming diverse perspectives, empowering team members, celebrating innovation, focusing on resilience and sustainability, and offering comprehensive total rewards.
Equal Employment Opportunity Statement All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. BDO USA, P.A. is an EO employer M/F/Veteran/Disability.
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Overview Private Client Services is a boutique practice that serves high net‑worth individuals, families, family offices, C‑Suite executives, athletes and entertainers, providing comprehensive estate, income, gift, and trust tax consulting and compliance, charitable giving, executive compensation, and cash‑flow, retirement, and life insurance planning.
Job Summary A Tax Manager will use their educational background, professional experience and communication, time‑management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to high net‑worth clients.
Job Duties
Manage tax and consulting engagements, identifying and addressing client needs and opportunities for planning.
Work directly with clients and their advisors to gather information needed to prepare tax returns.
Review individual, trust, estate, S‑Corp, foundation, partnership, and gift tax returns, providing written and verbal feedback to staff and interns.
Direct communication with government agencies on matters of highest complexity.
Identify technical issues, conduct advanced tax research, and develop sound recommendations for PCS leadership.
Develop and expand your understanding of tax concepts through client engagements and current tax developments.
Prioritize and complete tasks both individually and with a team.
Assist with PCS/firm contribution responsibilities including billing, recruiting, CPE activities, and training.
Build new relationships and maintain existing relationships with BDO professionals and external sources.
Supervisory Responsibilities
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 to associates and senior associates.
Education
Bachelor’s degree (required); major in Accounting, Finance, Economics, or Statistics (preferred).
Master’s degree in Accountancy or Taxation (preferred).
Qualifications, Knowledge, Skills and Abilities
Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred.
Master’s degree in Accountancy or Taxation, preferred.
Experience
Five (5) or more years of experience in accounting, finance, or law (required).
Experience working in public accounting, or in the private client service area (preferred).
License / Certifications
Certified Public Accountant credential, IRS Enrolled Agent (EA) credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations (required).
Possession of other professional degrees or certifications applicable to role (preferred).
Software
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and Adobe Acrobat (required).
Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep) (preferred).
Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint, LexisNexis) (preferred).
Languages
N/A
Other Knowledge, Skills & Abilities
Initiative
Owns own 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 thoughts effectively verbally and in writing; synthesizes complex ideas into clear, concise language and presents a cohesive narrative.
Maintains communication with clients after work to ensure quality service and maintain relationships for future work.
Resolves client service issues in a timely and acceptable manner.
Leadership
Supports a collaborative and team‑oriented environment while pushing themselves, peers, and teams for 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
Seizes opportunities for new professional contacts and actively networks professionally outside of BDO.
Involves firm specialists and other business lines to increase cross‑service opportunities.
People Development
Supervises, develops, and trains employees.
Acts as a mentor to associates and senior associates.
Provides verbal and written performance feedback to associates and senior associates.
Compensation
California: $112,000 - $150,000
Colorado: $111,500 - $130,000
Illinois: $105,000 - $130,000
Maryland: $113,000 - $120,000
Massachusetts: $120,000 - $127,000
Minnesota: $90,000 - $120,000
New Jersey: $115,000 - $140,000
NYC / Long Island / Westchester: $125,000 - $160,000
Washington: $110,000 - $125,000
Washington DC: $120,000 - $140,000
About Us BDO is a trusted advisors firm with a culture centered on meaningful connections, curiosity, and authenticity. We provide assurance, tax and advisory services worldwide and pride ourselves on an inclusive, ESOP workforce that empowers our employees to grow alongside the firm.
We are committed to delivering exceptional experiences to middle‑market leaders by leveraging insight‑driven perspectives and helping companies elevate their business practices. Our core values include welcoming diverse perspectives, empowering team members, celebrating innovation, focusing on resilience and sustainability, and offering comprehensive total rewards.
Equal Employment Opportunity Statement All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. BDO USA, P.A. is an EO employer M/F/Veteran/Disability.
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