🚀 Tax Senior Manager, Private Client Services

Tax Senior Manager, Private Client Services

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Job Description

Private Client Services at BDO is a boutique practice specializing in serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, and others with complex tax and financial structures. Our expertise covers estate, income, gift, trust tax consulting and compliance; charitable giving and foundations; executive compensation; and cash-flow, retirement, and life insurance planning.

Job Summary

A Tax Senior Manager in PCS utilizes their education and experience, along with communication, leadership, technical, and business development skills, to provide tax compliance and consulting services to high net-worth clients.

Job Duties

• Manage tax and consulting engagements, identifying client needs and opportunities
• Act as the primary client contact, presenting issues and resolutions
• Review complex tax returns and provide feedback
• Communicate with government agencies on complex matters
• Conduct tax research and develop recommendations
• Expand knowledge through client engagements and tax developments
• Prioritize and review work to keep engagements on track
• Assist with billing, recruiting, and training
• Build and maintain relationships with clients and professionals
• Other duties as assigned

Supervisory Responsibilities

• Supervise associates and senior associates
• Review work and provide feedback
• Train team members on software tools
• Act as a Career Advisor
• Manage workload and performance of team members

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or Statistics; Master’s preferred
• 7+ years experience in accounting, finance, or law; private client experience required
• Supervisory experience required
• CPA, EA, Attorney, or equivalent required

Skills and Abilities

• Proficiency in Microsoft Office and Adobe Acrobat
• Experience with tax software and research tools preferred
• Strong initiative, communication, leadership, technical, and business development skills

Additional Information

Salary ranges vary by location, e.g., California: $146,000 - $200,000; Colorado: $120,000 - $185,000; etc.

About Us

At BDO, we value impactful work, individuality, flexibility, and advancement. We are committed to diversity and inclusion, offering a culture centered on meaningful connections, curiosity, and positive impact. We are an ESOP company, sharing in our growth and success with our employees.

Employment Details

• Level: Mid-Senior
• Type: Full-time
• Function: Finance and Accounting/Auditing
• Industry: Accounting

This job posting is active and accepting applications.