Tax Manager, Private Client Services
BDO USA, Dallas, TX, United States
Private Client Services at BDO
is a boutique practice within our firm. We offer a high‑touch approach and have extensive experience serving high‑net‑worth individuals, their families, family offices, C‑Suite executives, athletes, entertainers, and others with complex tax and financial structures. Our practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash‑flow, retirement, and life insurance planning.
Job Summary A Tax Manager, Private Client Services, will utilize their educational background and professional experience as well as communication, time‑management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high‑net‑worth clients.
Job Duties
Manage tax and consulting engagements and enhance skills that allow you to identify and address client needs, tax planning, and consulting opportunities.
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 and provide written and verbal feedback to staff and interns.
Direct communication with government agencies for matters of the highest complexity.
Identify technical issues, conduct advanced tax research, and develop sound recommendations for PCS leadership.
Develop and expand your understanding of tax concepts and knowledge 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, attendance and participation in 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 how to use all 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
Five (5) or more years of prior experience in accounting, finance, or law, required.
Experience working in public accounting, or the private client service area, preferred.
License/Certifications
Certified Public Accountant credential, Internal Revenue Service 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 the role, preferred.
Software
Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and 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 and Lexis Nexis), preferred.
Languages
N/A
Other Knowledge, Skills & Abilities
Initiative
Owns their own career and technical development; demonstrates self‑awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps.
Manages client engagements, supervises, and reviews work of team members.
Communication
Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into words using clear, concise language, and presents a cohesive narrative.
Maintains communication with clients even after the work is completed to ensure quality service and maintain a relationship for future work.
Resolves client service issues in a timely and acceptable manner.
Leadership
Supports a collaborative and team‑oriented environment while pushing themselves, their peers, and their teams for strong results and quality work.
Ability to act as primary client contact for return preparation and coordination with client and engagement team on other client tax matters.
Business Development
Seizes opportunities for new professional contacts when presented; 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 Range: $112,000 - $150,000
Colorado Range: $111,500 - $130,000
Illinois Range: $105,000 - $130,000
Maryland Range: $113,000 - $120,000
Massachusetts Range: $120,000 - $127,000
Minnesota Range: $90,000 - $120,000
New Jersey Range: $115,000 - $140,000
NYC/Long Island/Westchester Range: $125,000 - $160,000
Washington Range: $110,000 - $125,000
Washington DC Range: $120,000 - $140,000
About Us Join us at BDO, where you will find more than a career – you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we focus on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well‑being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
We are committed to delivering exceptional experiences to middle‑market leaders by sharing insight‑driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on welcoming diverse perspectives and understanding the experience of our professionals and clients, empowering team members to explore their full potential, proactively helping our clients navigate complex challenges, celebrating ingenuity and innovation, focusing on resilience and sustainability, and offering more than traditional benefits. Click here to find out more! Benefits may be subject to eligibility requirements.
Equal Opportunity Employer 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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is a boutique practice within our firm. We offer a high‑touch approach and have extensive experience serving high‑net‑worth individuals, their families, family offices, C‑Suite executives, athletes, entertainers, and others with complex tax and financial structures. Our practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash‑flow, retirement, and life insurance planning.
Job Summary A Tax Manager, Private Client Services, will utilize their educational background and professional experience as well as communication, time‑management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high‑net‑worth clients.
Job Duties
Manage tax and consulting engagements and enhance skills that allow you to identify and address client needs, tax planning, and consulting opportunities.
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 and provide written and verbal feedback to staff and interns.
Direct communication with government agencies for matters of the highest complexity.
Identify technical issues, conduct advanced tax research, and develop sound recommendations for PCS leadership.
Develop and expand your understanding of tax concepts and knowledge 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, attendance and participation in 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 how to use all 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
Five (5) or more years of prior experience in accounting, finance, or law, required.
Experience working in public accounting, or the private client service area, preferred.
License/Certifications
Certified Public Accountant credential, Internal Revenue Service 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 the role, preferred.
Software
Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and 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 and Lexis Nexis), preferred.
Languages
N/A
Other Knowledge, Skills & Abilities
Initiative
Owns their own career and technical development; demonstrates self‑awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps.
Manages client engagements, supervises, and reviews work of team members.
Communication
Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into words using clear, concise language, and presents a cohesive narrative.
Maintains communication with clients even after the work is completed to ensure quality service and maintain a relationship for future work.
Resolves client service issues in a timely and acceptable manner.
Leadership
Supports a collaborative and team‑oriented environment while pushing themselves, their peers, and their teams for strong results and quality work.
Ability to act as primary client contact for return preparation and coordination with client and engagement team on other client tax matters.
Business Development
Seizes opportunities for new professional contacts when presented; 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 Range: $112,000 - $150,000
Colorado Range: $111,500 - $130,000
Illinois Range: $105,000 - $130,000
Maryland Range: $113,000 - $120,000
Massachusetts Range: $120,000 - $127,000
Minnesota Range: $90,000 - $120,000
New Jersey Range: $115,000 - $140,000
NYC/Long Island/Westchester Range: $125,000 - $160,000
Washington Range: $110,000 - $125,000
Washington DC Range: $120,000 - $140,000
About Us Join us at BDO, where you will find more than a career – you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we focus on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well‑being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
We are committed to delivering exceptional experiences to middle‑market leaders by sharing insight‑driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on welcoming diverse perspectives and understanding the experience of our professionals and clients, empowering team members to explore their full potential, proactively helping our clients navigate complex challenges, celebrating ingenuity and innovation, focusing on resilience and sustainability, and offering more than traditional benefits. Click here to find out more! Benefits may be subject to eligibility requirements.
Equal Opportunity Employer 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.
#J-18808-Ljbffr