Tax Manager, Private Client Services
BDO USA, Port Reading, NJ, United States
Private Client Services Overview
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 complicated tax and financial structures. The practice is experienced in 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, Private Client Services is responsible for utilizing 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 high net‑worth clients.
Job Duties
Manages tax and consulting engagements, enhancing skills to identify and address client needs; performs 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 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.
Experience
Five (5) or more years of prior experience in accounting, finance, or law required.
Experience working in public accounting or private client services preferred.
License & Certifications
Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (“EA”) credential, Attorney (admitted to practice in a U.S. jurisdiction), or equivalent required.
Possession of 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
N/A
Other Skills and Abilities
Initiative
Owns their own career and technical development; demonstrates self‑awareness, 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.
Maintains communication with clients post‑engagement to ensure quality service.
Resolves client service issues in a timely manner.
Leadership
Supports a collaborative and team‑oriented environment while pushing themselves and their teams for strong results.
Acts 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; actively networks 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.
Salary
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
Ohio: $105,000 – $150,000
NYC/Long Island/Westchester: $125,000 – $160,000
Washington: $110,000 – $125,000
Washington DC: $120,000 – $140,000
Benefits
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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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 complicated tax and financial structures. The practice is experienced in 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, Private Client Services is responsible for utilizing 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 high net‑worth clients.
Job Duties
Manages tax and consulting engagements, enhancing skills to identify and address client needs; performs 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 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.
Experience
Five (5) or more years of prior experience in accounting, finance, or law required.
Experience working in public accounting or private client services preferred.
License & Certifications
Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (“EA”) credential, Attorney (admitted to practice in a U.S. jurisdiction), or equivalent required.
Possession of 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
N/A
Other Skills and Abilities
Initiative
Owns their own career and technical development; demonstrates self‑awareness, 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.
Maintains communication with clients post‑engagement to ensure quality service.
Resolves client service issues in a timely manner.
Leadership
Supports a collaborative and team‑oriented environment while pushing themselves and their teams for strong results.
Acts 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; actively networks 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.
Salary
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
Ohio: $105,000 – $150,000
NYC/Long Island/Westchester: $125,000 – $160,000
Washington: $110,000 – $125,000
Washington DC: $120,000 – $140,000
Benefits
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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