Tax Manager, Private Client Services
BDO USA, Raleigh, NC, United States
Job Summary
Private Client Services at BDO is a boutique practice within our firm. We offer a high‑touch approach, serving high net‑worth individuals, their families, family offices, C‑Suite executives, athletes, entertainers and others with complex tax and financial structures. The practice provides estate, income, gift, and trust tax consulting and compliance; charitable giving; executive compensation; and cash‑flow, retirement, and life‑insurance planning. A Tax Manager, Private Client Services provides tax compliance and consulting services to these high net‑worth clients, leveraging educational background, professional experience, and a broad skill set.
Job Duties
Manages tax and consulting engagements, 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 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
Supervisory Responsibilities
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 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
Education
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 prior experience in accounting, finance, or law, required
Experience in public accounting or private client service area, preferred
License/Certifications
Certified Public Accountant, Internal Revenue Service Enrolled Agent (EA), Attorney elected in a U.S. jurisdiction, or equivalent designation, required
Other professional degrees or certifications applicable to the 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, Lexis Nexis), preferred
Languages
None required
Additional Knowledge, Skills & Abilities
Initiative
Owns career and technical development; demonstrates self‑awareness and pursues learning opportunities
Manages client engagements, supervises, and reviews work of team members
Communication
Expresses thoughts effectively verbally and in writing; synthesizes complex ideas into clear language
Maintains communication with clients post‑engagement to ensure quality service and future work
Resolves client service issues timely and satisfactorily
Leadership
Supports a collaborative, team‑oriented environment while driving high results
Acts as primary client contact for return preparation and coordination with client and team on other matters
Business Development
Seizes opportunities for new professional contacts; actively networks outside BDO
Involves firm specialists and other business lines to increase cross‑service opportunities
People Development
Supervises, develops, and trains employees
Acts as 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
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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Job Duties
Manages tax and consulting engagements, 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 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
Supervisory Responsibilities
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 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
Education
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 prior experience in accounting, finance, or law, required
Experience in public accounting or private client service area, preferred
License/Certifications
Certified Public Accountant, Internal Revenue Service Enrolled Agent (EA), Attorney elected in a U.S. jurisdiction, or equivalent designation, required
Other professional degrees or certifications applicable to the 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, Lexis Nexis), preferred
Languages
None required
Additional Knowledge, Skills & Abilities
Initiative
Owns career and technical development; demonstrates self‑awareness and pursues learning opportunities
Manages client engagements, supervises, and reviews work of team members
Communication
Expresses thoughts effectively verbally and in writing; synthesizes complex ideas into clear language
Maintains communication with clients post‑engagement to ensure quality service and future work
Resolves client service issues timely and satisfactorily
Leadership
Supports a collaborative, team‑oriented environment while driving high results
Acts as primary client contact for return preparation and coordination with client and team on other matters
Business Development
Seizes opportunities for new professional contacts; actively networks outside BDO
Involves firm specialists and other business lines to increase cross‑service opportunities
People Development
Supervises, develops, and trains employees
Acts as 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
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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