Private Client Tax Leader — Senior Manager

BDO USA, LLP; Philadelphia (Philadelphia County); On-site; USD 150,000 - 210,000; Full time

Job summary

BDO USA, LLP is seeking a Tax Senior Manager in Private Client Services (PCS) to lead engagements for high net-worth individuals and families. The role focuses on estate, gift, and trust tax consulting and compliance, and coordinating with C-suite executives and family offices.

The selected candidate will supervise associates, manage client communications, and drive technical tax research. This senior position emphasizes leadership, business development, and maintaining strong advisor

Qualifications

• Bachelor’s degree required; major in Accounting, Finance, Economics or Statistics, preferred.
• Master’s in Accountancy or Taxation, preferred.

Responsibilities

• Manages tax and consulting engagements and demonstrates skills identifying and addressing client needs, tax planning, and consulting opportunities.
• Provides executive presence and acts as the primary client contact for preparation and presentation of issues and resolution to clients.
• Reviews complex individual, trust, estate, S‑Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to preparers.
• Directs communication with government agencies for matters of the highest complexity.
• Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership, clients, and advisors.
• Expands their understanding of tax concepts and knowledge through client engagements and current tax developments.
• Prioritizes and reviews work to keep engagements on track.
• Utilizes strong analytical, research and critical thinking skills as well as decision‑making skills to assist with client needs regarding individual and business decisions.
• Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training.
• Builds new relationships and maintains existing relationships with BDO professionals and external sources.
• Other duties as assigned

Skills

CPA

Tax planning

Client management

Leadership

Communication

Research

Analytics

Education

Bachelor's degree in Accounting/Finance

Master's in Accountancy or Taxation

Tools

GoSystems

GoFileRoom

SurePrep

CCH IntelliConnect

LexisNexis

Microsoft Office

Job description

BDO USA, LLP is seeking a Tax Senior Manager in Private Client Services (PCS) to lead engagements for high net-worth individuals and families. The role focuses on estate, gift, and trust tax consulting and compliance, and coordinating with C-suite executives and family offices.

The selected candidate will supervise associates, manage client communications, and drive technical tax research. This senior position emphasizes leadership, business development, and maintaining strong advisor