Tax Senior Manager, Private Client Services

Private Client Services

Private Client Services at BDO is a boutique practice that provides a high‑touch approach to high‑net‑worth individuals, their families, family offices, C‑Suite executives, athletes and entertainers. The practice offers extensive experience 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.

Job Summary

A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing educational background and professional experience to provide tax compliance and consulting services to our high‑net‑worth clients. The role requires strong communication, time‑management, leadership, technical, business development, and people skills.

Job Duties

• Manages tax and consulting engagements and identifies client needs, tax planning, and consulting opportunities.
• Provides executive presence as the primary client contact for preparation and presentation of issues and resolutions.
• Reviews complex individual, trust, estate, S‑Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback.
• Directs communication with government agencies for matters of the highest complexity.
• Identifies technical issues, conducts advanced tax research, and develops recommendations for PCS leadership, clients, and advisors.
• Expands understanding of tax concepts through client engagements and current tax developments.
• Prioritizes and reviews work to keep engagements on track.
• Utilizes strong analytical, research, and critical‑thinking skills to assist with client needs regarding individual and business decisions.
• 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.
• Other duties as assigned.

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.

Qualifications, Knowledge, Skills and Abilities

• Bachelor's degree required; major in Accounting, Finance, Economics or Statistics preferred.
• Master's in Accountancy or Taxation preferred.
• Experience in private client services, prior supervisory experience, and public accounting preferred.
• Certified Public Accountant, IRS Enrolled Agent, attorney admitted to practice in a U.S. jurisdiction, or equivalent designation required.
• Proficiency 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.

Experience

• Seven (7) or more years of accounting, finance, or law experience required.
• Experience in the private client service area required.
• Prior supervisory experience required.

Software

• Proficient in Microsoft Office Suite and Adobe Acrobat.
• Experience with tax compliance process software preferred.
• Experience with tax research tools preferred.

Languages

• N/A

Other Knowledge, Skills & Abilities

• Initiative
  • Owns career and technical development; demonstrates self‑awareness and actively pursues projects and learning experiences.
  • Manages client engagements, supervises, and reviews work of team members.
• Communication
  • Expresses themselves effectively verbally and in writing; synthesizes complex thoughts into clear, concise language.
  • Interacts directly with clients and their advisors; maintains communication after work completion.
• Leadership
  • Manages and monitors key performance indicators as established by the business line.
  • Follows up on assignments and holds others accountable for internal deadlines and administrative responsibilities.
• Technical Skills
  • Serves as internal resource and provides guidance to other practices on technical matters.
  • Works with departments and taxing agencies to respond to notices and inquiries.
• Business Development
  • Spends time developing network of key financial decision makers, referral sources, and recruits.
  • Seizes opportunities for new professional contacts; actively networks professionally outside BDO.
• People Development
  • Supervises, develops and trains employees.
  • Acts as a career advisor; meets regularly with advisees and updates goals.
  • Delivers holistic feedback to others and advises on performance and career growth.

Salary Ranges

California: $146,000 - $200,000

Colorado: $120,000 - $185,000

Illinois: $140,000 - $190,000

Maryland: $150,000 - $180,000

Massachusetts: $150,000 - $206,000

Minnesota: $130,000 - $190,000

New Jersey: $155,000 - $200,000

NYC/Long Island/Westchester: $190,000 - $225,000

Ohio: $125,000 - $200,000

Washington: $150,000 - $200,000

Washington DC: $162,000 - $190,000

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 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 are focused 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.

We 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). 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.

We are committed to delivering exceptional experiences to middle‑market leaders by sharing insight‑driven perspectives. We pride ourselves on welcoming diverse perspectives, empowering team members, and celebrating ingenuity and innovation.

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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