Private Client Tax Leader (Senior Manager)

BDO USA; New York (NY); On-site; USD 175,000 - 205,000; Full time

Job summary

BDO USA is seeking a Tax Senior Manager for Private Client Services in New York. The role focuses on tax compliance and consulting for high net-worth clients, with emphasis on personal income, estate and gift tax, and related ownership structures.

The position requires 7+ years in public accounting and private client services, CPA or licensed attorney status, and advanced tax knowledge. Strong communication, leadership, and business development skills are essential.

Qualifications

• Bachelor’s degree in Accounting is required.
• Master’s degree in Accounting or Taxation is preferred.
• JD or LLM in Taxation is preferred.
• Seven (7) or more years of public accounting and private client services experience are required.
• CPA or Licensed Attorney is required.
• CFP or Masters in Tax is preferred.
• Experience with Gosystems and BNA Tax Planner is preferred.
• Excellent verbal and written communication skills are required.
• Strong analytical, research and critical thinking skills are essential.

Responsibilities

• Reviews basic to complex individual and other tax returns.
• Identifies and performs research when needed and documents findings.
• Interacts directly with clients and their advisors.
• Communicates status of projects to supervisors and clients.
• Assists with billing, cash collection, recruiting, and training activities.
• Manages client engagements and reviews team work.
• Pursues increased tax knowledge through client engagements and current tax developments.
• Identifies tax planning opportunities and participates in business development.

Skills

Communication

Analytical skills

Detail oriented

Organizational skills

Multi-tasking

Client relationships

Executive presence

Education

Bachelor's degree in Accounting

Master's degree in Accounting or Taxation

JD or LLM in Taxation

Tools

GoSystems

BNA Tax Planner

Microsoft Office Suite

Job description

BDO USA is seeking a Tax Senior Manager for Private Client Services in New York. The role focuses on tax compliance and consulting for high net-worth clients, with emphasis on personal income, estate and gift tax, and related ownership structures.

The position requires 7+ years in public accounting and private client services, CPA or licensed attorney status, and advanced tax knowledge. Strong communication, leadership, and business development skills are essential.