Private Client Tax Manager — Elite Wealth & Estate Planning

BDO USA, Llp; New York (NY); On-site; USD 150,000 - 180,000; Full time

Benefits offered by this job

ESOP participation

Total Rewards benefits

Job summary

BDO USA, LLP seeks a Tax Experienced Manager for Private Client Services in New York. The role focuses on high net-worth individuals, families, and executives, delivering tax compliance and consulting for estate, gift, and trust matters with a client-first mindset.

You’ll lead client engagements, supervise staff, and collaborate with partners to expand service offerings, develop business and uphold rigorous quality standards in a dynamic team environment.

Qualifications

• Bachelor’s degree required; major in Accounting, Finance, Economics, or Statistics preferred
• Master’s degree in Accountancy or Taxation preferred
• Six (6) or more years prior experience in accounting, finance, or law required
• Experience working in public accounting, or the private client service area preferred
• Certified Public Accountant credential, IRS Enrolled Agent credential, Attorney admitted to practice in a U.S. jurisdiction, or equivalent required

Responsibilities

• Manages tax and consulting engagements and enhances skills identifying and addressing client needs, tax planning, and consulting opportunities
• Works directly with clients and their advisors to gather information needed to prepare tax returns
• Reviews individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides feedback to staff and interns
• Directs communication with government agencies for matters of the highest complexity
• Identifies technical issues, conducts advanced tax research, and develops sound recommendations
• Develops and expands understanding of tax concepts through client engagements and current tax developments
• Prioritizes and completes tasks both individually and as part of a team
• 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

Skills

Client management

Tax consulting

Leadership

Communication

Time management

Education

Bachelor’s degree in Accounting/Finance

Master’s degree in Accountancy or Taxation

Tools

Microsoft Office

Adobe Acrobat

GoSystems

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

LexisNexis

Job description

BDO USA, LLP seeks a Tax Experienced Manager for Private Client Services in New York. The role focuses on high net-worth individuals, families, and executives, delivering tax compliance and consulting for estate, gift, and trust matters with a client-first mindset.

You’ll lead client engagements, supervise staff, and collaborate with partners to expand service offerings, develop business and uphold rigorous quality standards in a dynamic team environment.