Private Client Tax Manager Elite Wealth

BDO USA; Nashville (TN); On-site; USD 90,000 - 150,000; Full time

Job summary

BDO USA is seeking a Tax Manager in Private Client Services to provide tax compliance and consulting for high net-worth clients. The role emphasizes leadership, client management, and technical tax expertise within a boutique PCS practice.

You will work with associates on diverse engagements, review returns, and stay current on tax developments. Strong communication and business development skills are essential for success.

Qualifications

• Bachelor’s degree in accounting, finance, economics, or statistics.
• Master’s degree in accountancy or taxation preferred.
• CPA/EA/attorney or equivalent designation required or preferred.

Responsibilities

• Manage tax engagements and client relationships, identifying planning opportunities.
• Prepare and review complex tax returns for individuals, trusts, estates, and entities.
• Direct communication with government agencies on complex matters.
• Supervise staff, provide feedback, and train associates and seniors.
• Develop business opportunities and contribute to PCS leadership.

Skills

Initiative

Communication

Leadership

Business Development

People Development

Education

Bachelor's degree

Master's degree

Tools

Microsoft Office

Adobe Acrobat

GoSystems

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoint

Lexis Nexis

Job description

BDO USA is seeking a Tax Manager in Private Client Services to provide tax compliance and consulting for high net-worth clients. The role emphasizes leadership, client management, and technical tax expertise within a boutique PCS practice.

You will work with associates on diverse engagements, review returns, and stay current on tax developments. Strong communication and business development skills are essential for success.