Private Client Tax Manager – Estate & Gift Planning

BDO USA; Potomac (MD); On-site; USD 113,000 - 120,000; Full time

Benefits offered by this job

Flexible working hours

Employee Stock Ownership Plan (ESOP)

Professional development opportunities

Job summary

A leading accounting firm is seeking a Tax Manager in Potomac, MD, to provide tax compliance and consulting services for high net-worth clients. Responsibilities include managing tax engagements, reviewing various tax returns, and supervising associates. Required qualifications include a Bachelor’s degree in a relevant field, CPA certification, and five years of experience in accounting or finance. The position offers competitive salaries and opportunities for career development.

Qualifications

• Five or more years of experience in accounting, finance, or law.
• Experience in public accounting or private client services is preferred.
• Certified Public Accountant credential or equivalent required.

Responsibilities

• Manage tax and consulting engagements.
• Review tax returns and provide feedback.
• Direct communication with government agencies.

Skills

Communication

Time Management

Leadership

Business Development

Technical Skills

People Skills

Education

Bachelor’s degree in Accounting, Finance, or related field

Master’s degree in Accountancy or Taxation

Tools

Microsoft Office Suite

Tax compliance software

Tax research tools

Job description

A leading accounting firm is seeking a Tax Manager in Potomac, MD, to provide tax compliance and consulting services for high net-worth clients. Responsibilities include managing tax engagements, reviewing various tax returns, and supervising associates. Required qualifications include a Bachelor’s degree in a relevant field, CPA certification, and five years of experience in accounting or finance. The position offers competitive salaries and opportunities for career development.