HNW Private Client Tax Manager

BDO USA; Raleigh (NC); On-site; USD 90,000 - 150,000; Full time

Job summary

A leading accounting firm in Raleigh is seeking a Tax Manager for its Private Client Services. The role involves managing tax compliance for high net-worth clients, consulting engagements, and supervising team members. Candidates should have over five years of experience and a relevant degree, and CPA or equivalent certification is required. Offering competitive salary and opportunities for professional development.

Qualifications

• 5+ years of experience in accounting, finance, or law required.
• Experience in public accounting or private client service preferred.
• Certified Public Accountant, Enrolled Agent, or equivalent required.

Responsibilities

• Manage tax and consulting engagements, identifying client needs.
• Gather information from clients for tax returns.
• Review individual and other tax returns, providing feedback.
• Conduct advanced tax research and offer recommendations.
• Expand understanding of tax concepts through engagements.

Skills

Initiative

Communication

Leadership

Business Development

People Development

Education

Bachelor's degree in Accounting, Finance, Economics, or Statistics

Master's degree in Accountancy or Taxation

Tools

Microsoft Office Suite

GoSystems

BNA Tax Planner

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoint

Lexis Nexis

Job description

A leading accounting firm in Raleigh is seeking a Tax Manager for its Private Client Services. The role involves managing tax compliance for high net-worth clients, consulting engagements, and supervising team members. Candidates should have over five years of experience and a relevant degree, and CPA or equivalent certification is required. Offering competitive salary and opportunities for professional development.