Private Client Tax Leader – Senior Manager

BDO USA; Stamford (CT); On-site; USD 180,000 - 225,000; Full time

Job summary

BDO USA is seeking a Tax Senior Manager, Private Client Services, to lead high-net-worth client engagements, provide sophisticated tax planning, and deliver strategic advisory services with executive presence. The role requires hands-on leadership, deep technical knowledge, and strong client development in a private client setting.

You will supervise staff, review complex returns, liaise with government agencies, and contribute to business development while advancing professional growth within a

Qualifications

• Bachelor-level accounting/finance education with emphasis on taxation or estates.
• Graduate degree in taxation or accounting is preferred.
• Experience in private client services or high-net-worth tax advisory is expected.

Responsibilities

• Manages tax and consulting engagements and identifies client needs, tax planning and opportunities.
• Acts as primary client contact for preparation and presentation of issues and resolutions.
• Reviews complex tax returns including individuals, trusts, estates, S-Corps, foundations, partnerships, and gifts.

Skills

Initiative

Communication

Leadership

Technical Skills

Business Development

People Development

Education

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

Masters in Accountancy or Taxation

Tools

GoSystems

BNA Tax Planner

GoFileRoom

SurePrep

MS Office Suite

Adobe Acrobat

BNA Portfolio

CCH IntelliConnect

Checkpoint

Lexis Nexis

Job description

BDO USA is seeking a Tax Senior Manager, Private Client Services, to lead high-net-worth client engagements, provide sophisticated tax planning, and deliver strategic advisory services with executive presence. The role requires hands-on leadership, deep technical knowledge, and strong client development in a private client setting.

You will supervise staff, review complex returns, liaise with government agencies, and contribute to business development while advancing professional growth within a