Elite Private Client Tax Manager

BDO USA; Gulfport (MS); On-site; USD 90,000 - 140,000; Full time

Job summary

BDO USA’s Private Client Services team provides boutique tax planning and compliance for high net-worth individuals and families, including executive compensation and family office needs.

A Tax Manager will lead engagements, supervise staff, and develop client relationships while delivering complex tax solutions and strategic planning. This role emphasizes leadership, technical excellence, and business development within PCS.

Qualifications

• Bachelor’s degree in Accounting or related field; CPA/EA or equivalent preferred

Responsibilities

• Manage tax engagements for high net-worth clients and provide planning recommendations
• Review complex returns (individual, trust, estate, partnerships, S‑Corp, foundations) and provide feedback
• Lead client communications and coordinate with advisors to gather information
• Direct supervision and mentoring of staff and interns, and manage workload and timelines
• Support business development and firm-wide PCS initiatives

Skills

Tax planning

Client communication

Team supervision

Leadership

Time management

Education

Bachelor’s degree in Accounting

Master’s degree in Accountancy or Taxation

Tools

Microsoft Office

GoSystems

GoFileRoom

BNA Tax Planner

CCH IntelliConnect

Job description

BDO USA’s Private Client Services team provides boutique tax planning and compliance for high net-worth individuals and families, including executive compensation and family office needs.

A Tax Manager will lead engagements, supervise staff, and develop client relationships while delivering complex tax solutions and strategic planning. This role emphasizes leadership, technical excellence, and business development within PCS.