Private Client Tax Leader — Senior Manager

BDO USA; Costa Mesa (CA); On-site; USD 146,000 - 200,000; Full time

Benefits offered by this job

None

Job summary

BDO USA is seeking a Tax Senior Manager in Private Client Services to provide tax compliance and consulting for high net worth clients. Candidates should have strong knowledge in personal income tax, estate and gift tax, and wealth retention strategies, plus experience with partnerships and corporate taxation.

The role involves supervising engagements, researching complex tax issues, and identifying cross-service opportunities, with ongoing opportunities for business development and leadership

Qualifications

• Bachelor’s degree in Accounting is required.
• Master’s degree in Accounting or Taxation preferred.
• JD or Master of Laws (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.
• Communicates project status to supervisors and clients.
• Supervises and reviews work of team members.
• Identifies tax planning and consulting opportunities.
• Participates in business development and networking activities.

Job description

BDO USA is seeking a Tax Senior Manager in Private Client Services to provide tax compliance and consulting for high net worth clients. Candidates should have strong knowledge in personal income tax, estate and gift tax, and wealth retention strategies, plus experience with partnerships and corporate taxation.

The role involves supervising engagements, researching complex tax issues, and identifying cross-service opportunities, with ongoing opportunities for business development and leadership