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About the Role

A Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.

Responsibilities

Manages tax and consulting engagements and enhances skills 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 their 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
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 provide review comments
Trains Associates and Seniors how to use all 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

Requirements

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 prior experience in accounting, finance, or law, required
Experience working in public accounting, or the private client service area, preferred
Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (“EA”) credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required
Possession of other professional degrees or certifications applicable to role, preferred
Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and 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 and Lexis Nexis), preferred
Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps
Manages client engagements, supervises, and reviews work of team members
Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
Interacts directly with clients and their advisors; maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work
Resolves client service issues in a timely and acceptable manner
Supports a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality work
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolution to clients
Manages and monitors key performance indicators (KPI’s) as established by the business line
Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO
Involves firm specialists and other business lines to increase cross service opportunities
Supervises, develops and trains employees
Acts as a mentor to associates and senior associates
Provides verbal and written performance feedback to associates and senior associates

Skills

Communication
Time management
Leadership
Technical skills
Business development
People skills
Tax compliance
Tax consulting
Estate tax
Income tax
Gift tax
Trust tax
Charitable giving
Philanthropic foundations
Executive compensation
Cash-flow planning
Retirement planning
Life insurance planning
Client needs identification
Tax planning
Consulting opportunities
Information gathering
Tax return preparation
Tax return review
Government agency communication
Advanced tax research
Developing recommendations
Tax concept development
Task prioritization
Teamwork
Billing
Recruiting
CPE activities
Training
Relationship building
Supervision
Workload management
Software training
Career advising
Performance feedback
Microsoft Office Suite
Adobe Acrobat
Tax compliance process software
Tax research tools
Initiative
Self-awareness
Synthesizing complex thoughts
Clear, concise language
Cohesive narrative presentation
Client service issue resolution
Collaborative environment support
Team-oriented environment support
Strong results orientation
Quality work orientation
Executive presence
Key performance indicator (KPI) monitoring
Networking
Cross-service opportunity identification
Mentoring

Experience Level

Six (6) or more years prior experience

Education Level

Bachelor’s degree
Master’s degree in Accountancy or Taxation

Salary/Compensations

California Range: $136,000 - $165,000
Colorado Range: $105,000 - $150,000
Illinois Range: $120,000 - $139,000
Maryland Range: $121,000 - $145,000
Massachusetts Range: $130,000 - $147,750
Minnesota Range: $100,000 - $130,000
New Jersey Range: $130,000 - $165,000
Ohio Range: $110,000 - $170,000
NYC/Long Island/Westchester Range: $150,000 - $180,000
Washington Range: $130,000 - $145,000
Washington DC Range: $140,000 - $162,000

Benefits

ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being
Qualified retirement plan
Comprehensive compensation and Total Rewards benefits offerings
BDO Total Rewards encompass more than traditional benefits

About the Company

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world.
No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.
As technology continues to shape how we work, BDO values the ability to apply generative and agentic AI solutions to develop work products, improve workflows and identify potential risks.
Across our firm, we emphasize professional judgment in validating AI-generated outputs for accuracy, quality, and compliance.

Equal Opportunity

Equal Opportunity Employer, including disability/vets