Tax Manager, Private Client Services
BDO USA, Mc Lean, VA, United States
JOB DESCRIPTION
Private Client Services at BDO is a boutique practice within our firm. We provide a high‑touch approach to high net‑worth individuals, their families, family offices, C‑Suite executives, athletes, entertainers, and others with complex tax and financial structures. Our services cover 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 applies educational background, professional experience, and strong communication, time‑management, leadership, technical, and business‑development skills to deliver tax compliance and consulting services to our high net‑worth clients.
Job Duties
Manages tax and consulting engagements and enhances skills to identify and address client needs, tax planning, and consulting opportunities.
Works directly with clients and their advisors to gather information needed for 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 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.
Qualifications, Knowledge, Skills, and Abilities
Five (5) or more years of experience in accounting, finance, or law.
Experience in public accounting or private client service area preferred.
Certified Public Accountant, Internal Revenue Service Enrolled Agent, attorney (admitted to practice in a U.S. jurisdiction), or equivalent designation required.
Possession of other professional degrees or certifications applicable to the role preferred.
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and Adobe Acrobat.
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.
Strong initiative, communication, leadership, business development, and people development skills.
Languages
N/A
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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Private Client Services at BDO is a boutique practice within our firm. We provide a high‑touch approach to high net‑worth individuals, their families, family offices, C‑Suite executives, athletes, entertainers, and others with complex tax and financial structures. Our services cover 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 applies educational background, professional experience, and strong communication, time‑management, leadership, technical, and business‑development skills to deliver tax compliance and consulting services to our high net‑worth clients.
Job Duties
Manages tax and consulting engagements and enhances skills to identify and address client needs, tax planning, and consulting opportunities.
Works directly with clients and their advisors to gather information needed for 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 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.
Qualifications, Knowledge, Skills, and Abilities
Five (5) or more years of experience in accounting, finance, or law.
Experience in public accounting or private client service area preferred.
Certified Public Accountant, Internal Revenue Service Enrolled Agent, attorney (admitted to practice in a U.S. jurisdiction), or equivalent designation required.
Possession of other professional degrees or certifications applicable to the role preferred.
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and Adobe Acrobat.
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.
Strong initiative, communication, leadership, business development, and people development skills.
Languages
N/A
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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