Tax Experienced Manager, Private Client Services
BDO USA, Atlanta, GA, United States
JOB DESCRIPTION
Private Client Services at BDO is a boutique practice within our firm. We serve high net‑worth individuals, families, family offices, C‑Suite executives, athletes, entertainers, and others with complex tax and financial structures. The practice offers expertise 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‑Experienced Manager, Private Client Services is responsible for providing tax compliance and consulting services to high net‑worth clients. The role requires a blend of educational background, professional experience, and strong communication, time‑management, leadership, technical, business‑development, and people skills.
Responsibilities
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 and knowledge through client engagements and current tax developments.
Prioritizes and completes tasks both individually and as part of 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.
Schedules and manages workload of associates and senior associates.
Reviews work prepared by associates and senior associates and provides review comments.
Trains associates and seniors on the use of current software tools.
May act as a career advisor to 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.
Qualifications, Knowledge, Skills, and Abilities
Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred.
Master’s degree in Accountancy or Taxation, preferred.
Six (6) or more years of prior experience in accounting, finance, or law, required.
Experience working in public accounting or the private client service area, preferred.
Certified Public Accountant credential, IRS Enrolled Agent (“EA”) credential, attorney (admitted to practice in a U.S. jurisdiction), or an 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, 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.
No languages required.
Initiative
Owns career and technical development; demonstrates self‑awareness and actively pursues projects and learning experiences to fill technical knowledge gaps.
Manages client engagements, supervises, and reviews work of team members.
Communication
Expresses themselves effectively verbally and in writing; synthesizes complex ideas into clear, concise language.
Interacts directly with clients and advisors; maintains communication after work is complete to ensure quality and future service.
Resolves client service issues in a timely and acceptable manner.
Leadership
Supports a collaborative, team‑oriented environment while driving strong results and quality work.
Acts as primary client contact for issue preparation and presentation to clients.
Manages and monitors key performance indicators (KPIs) established by the business line.
Business Development
Seizes opportunities for new professional contacts when presented; 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 a mentor to associates and senior associates.
Provides verbal and written performance feedback.
Compensation
California: $136,000 – $165,000
Colorado: $105,000 – $150,000
Illinois: $120,000 – $139,000
Maryland: $121,000 – $145,000
Massachusetts: $130,000 – $147,750
Minnesota: $100,000 – $130,000
New Jersey: $130,000 – $165,000
Ohio: $110,000 – $170,000
NYC/Long Island/Westchester: $170,000 – $185,000
Washington: $130,000 – $145,000
Washington DC: $140,000 – $162,000
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 EEO employer M/F/Veteran/Disability.
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Private Client Services at BDO is a boutique practice within our firm. We serve high net‑worth individuals, families, family offices, C‑Suite executives, athletes, entertainers, and others with complex tax and financial structures. The practice offers expertise 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‑Experienced Manager, Private Client Services is responsible for providing tax compliance and consulting services to high net‑worth clients. The role requires a blend of educational background, professional experience, and strong communication, time‑management, leadership, technical, business‑development, and people skills.
Responsibilities
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 and knowledge through client engagements and current tax developments.
Prioritizes and completes tasks both individually and as part of 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.
Schedules and manages workload of associates and senior associates.
Reviews work prepared by associates and senior associates and provides review comments.
Trains associates and seniors on the use of current software tools.
May act as a career advisor to 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.
Qualifications, Knowledge, Skills, and Abilities
Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred.
Master’s degree in Accountancy or Taxation, preferred.
Six (6) or more years of prior experience in accounting, finance, or law, required.
Experience working in public accounting or the private client service area, preferred.
Certified Public Accountant credential, IRS Enrolled Agent (“EA”) credential, attorney (admitted to practice in a U.S. jurisdiction), or an 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, 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.
No languages required.
Initiative
Owns career and technical development; demonstrates self‑awareness and actively pursues projects and learning experiences to fill technical knowledge gaps.
Manages client engagements, supervises, and reviews work of team members.
Communication
Expresses themselves effectively verbally and in writing; synthesizes complex ideas into clear, concise language.
Interacts directly with clients and advisors; maintains communication after work is complete to ensure quality and future service.
Resolves client service issues in a timely and acceptable manner.
Leadership
Supports a collaborative, team‑oriented environment while driving strong results and quality work.
Acts as primary client contact for issue preparation and presentation to clients.
Manages and monitors key performance indicators (KPIs) established by the business line.
Business Development
Seizes opportunities for new professional contacts when presented; 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 a mentor to associates and senior associates.
Provides verbal and written performance feedback.
Compensation
California: $136,000 – $165,000
Colorado: $105,000 – $150,000
Illinois: $120,000 – $139,000
Maryland: $121,000 – $145,000
Massachusetts: $130,000 – $147,750
Minnesota: $100,000 – $130,000
New Jersey: $130,000 – $165,000
Ohio: $110,000 – $170,000
NYC/Long Island/Westchester: $170,000 – $185,000
Washington: $130,000 – $145,000
Washington DC: $140,000 – $162,000
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 EEO employer M/F/Veteran/Disability.
#J-18808-Ljbffr