Tax Senior Manager, Private Client Services

Tax Senior Manager, Private Client ServicesJoin to apply for the Tax Senior Manager, Private Client Services role at BDO USATax Senior Manager, Private Client Services12 hours ago Be among the first 25 applicantsJoin to apply for the Tax Senior Manager, Private Client Services role at BDO USAJOB DESCRIPTIONThe Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.Job SummaryJOB DESCRIPTIONThe Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.Job DutiesReviews basic to complex individual and other tax returnsIdentifies and performs research when needed and reports and documents the analysis and findingsInteracts directly with clients and their advisorsCommunicates with supervisors, engagement team and clients the status of projectsAssists with administrative responsibilities including billing and cash collection activities, recruiting, attendance and participation in CPE activities and trainingManages client engagements, supervises, and reviews work of team membersDemonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client engagements and current tax developmentsIdentifies tax planning and consulting opportunitiesParticipates in and initiates business development and networking activitiesManages and monitors key performance indicators (KPI’s) as established by the business lineInvolves firm specialists and other business lines to increase cross service opportunitiesOther duties as requiredSupervisory ResponsibilitiesSupervises develops and trains employeesSupervises associates, senior associates and managers on all projectsReviews work prepared by associates and senior associates and provides review commentsTrains others on how to use all current software tools and PCS methodologySchedules and manages workload of associates and senior associatesActs as a Career Advisor to associates and senior associatesProvides verbal and written performance feedback to associates and senior associatesEducationQualifications, Knowledge, Skills and Abilities:Bachelor’s degree in Accounting, requiredMaster’s degree in Accounting or Taxation, preferredAddition Juris Doctorate (JD) or Master of Laws (LLM) in Taxation, preferredExperienceSeven (7) or more years of public accounting and private client services experience, requiredPublic accounting experience working in the private client area, preferredLicense/CertificationsCPA or Licensed Attorney, requiredCFP or Masters in Tax, preferredSoftwareExperience with Gosystems and BNA Tax Planner, preferredExperience with the Microsoft Office Suite, preferredLanguageN/AOther Knowledge, Skills & AbilitiesExcellent verbal and written communication skillsDetailed orientedStrong analytical, research and critical thinking skillsSolid organizational skills, especially the ability to meet project deadlines with a focus on detailsAbility to successfully multi-task while working independently or within a group environmentProven ability to work in a deadline-driven environment and handle multiple projects simultaneouslyAbility to interact effectively with people at all organizational levels of the firmBasic knowledge of fundamental accounting, finance and tax principlesGeneral accounting knowledge and basic to intermediate tax knowledgeGeneral understanding of financial planning conceptsAbility to effectively delegate workCapable of effectively developing and maintaining client relationshipsExecutive presence and ability to act as primary client contact for preparation and presentation of issues and resolution to clientsIndividual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.California Range: $146,000 - $200,000Colorado Range: $120,000 - $185,000Maryland Range: $152,000 - $188,000NYC/Long Island/Westchester Range: $175,000 - $205,000Washington Range: $150,000 - $200,000Washington DC Range: $156,000 - $200,000About UsJoin 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, all 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. BDO professionals 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). A qualified retirement plan, 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* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves OnWelcoming diverse perspectives and understanding the experience of our professionals and clientsEmpowering team members to explore their full potentialOur talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunitiesCelebrating ingenuity and innovation to transform our business and help our clients transform theirsFocus on resilience and sustainability to positively impact our people, clients, and communitiesBDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!Benefits may be subject to eligibility requirements.Equal Opportunity Employer, including disability/vetsClick here to find out more!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"Seniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance and Accounting/AuditingIndustriesAccountingReferrals increase your chances of interviewing at BDO USA by 2xFinancial Advisor - Southaven, MS (Memphis)Memphis, TN $55,000.00-$75,000.00 6 days agoPersonal Financial Counselor; Memphis, TNMemphis, TN $53,125.00-$84,995.00 1 month agoRetirement Planning Associate – Retirement Benefits GroupMemphis, TN $58,500.00-$82,650.00 2 weeks agoMemphis, TN $43,888.00-$150,000.00 2 days agoMemphis, TN $50,000.00-$125,000.00 1 week agoSenior Trust Wealth Management Compliance OfficerWest Memphis, AR $50,000.00-$250,000.00 1 day agoMerrill Financial Solutions Advisor - Memphis/Little Rock MarketHorn Lake, MS $50,000.00-$250,000.00 3 days agoBranch Service Advisor | Financial Licensing Required | Memphis, TN or Southfield, MIFinancial Advisor - Community Bank of MSWe’re unlocking community knowledge in a new way. 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Created: 2025-09-17