Elite Private Client Tax Manager – Wealth & Estate Planning

BDO USA; St. Louis (MO); On-site; USD 150,000 - 205,000; Full time

Benefits offered by this job

ESOP ownership

Total Rewards benefits

Equal opportunity employer

Job summary

BDO USA is seeking a Tax Senior Manager, Private Client Services to provide tax compliance and consulting to high net worth clients. You will handle personal income, estate, gift tax and wealth retention strategies, and tax planning for ownership entities.

The role requires extensive tax knowledge, supervision of staff, and engagement leadership, with opportunities for business development and cross-service work within the firm.

Qualifications

• Bachelor’s degree in Accounting required.
• Seven or more years of public accounting and private client services experience.
• CPA or Licensed Attorney required.
• JD/LLM in Taxation preferred.

Responsibilities

• Reviews basic to complex individual and other tax returns.
• Identifies and performs research and reports findings.
• Interacts with clients and their advisors.
• Supervises and reviews work of team members.
• Manages engagements and monitors KPIs.

Skills

Tax planning

Personal income tax

Estate & gift tax

Partnership tax

Corporate tax

Education

Bachelor’s degree in Accounting

Master’s degree in Accounting or Taxation

JD or Master of Laws in Taxation

Tools

Gosystems

BNA Tax Planner

Microsoft Office Suite

Job description

BDO USA is seeking a Tax Senior Manager, Private Client Services to provide tax compliance and consulting to high net worth clients. You will handle personal income, estate, gift tax and wealth retention strategies, and tax planning for ownership entities.

The role requires extensive tax knowledge, supervision of staff, and engagement leadership, with opportunities for business development and cross-service work within the firm.