Private Client Tax Manager — Estate & Trust Expert

BDO USA; Madison (WI); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

ESOP

Total Rewards benefits

Job summary

BDO USA is seeking a Tax Manager in Private Client Services to provide compliant tax planning and consulting for high net-worth families, estates, and trusts. You will guide engagements, review returns, and collaborate with clients, their advisors, and internal teams.

Candidates should have five+ years of relevant experience, CPA/EA or equivalent, and a track record of leadership, business development, and clear client communication. Hybrid or on-site work arrangements may apply.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or Statistics.
• Master’s degree in Accountancy or Taxation preferred.
• Five (5) or more years prior experience in accounting, finance, or law.
• Experience in public accounting or private client services preferred.
• CPA/EA/Attorney or equivalent credential required.

Responsibilities

• Manages tax and consulting engagements and enhances skills to identify client needs and opportunities.
• Gathers information with clients and advisors to prepare tax returns.
• Reviews returns for individuals, trusts, estates, S-Corps, foundations, partnerships, and gifts and provides feedback to staff.
• Directs communications with government agencies on complex matters.
• Performs advanced tax research and develops recommendations for PCS leadership.
• Develops knowledge through client engagements and current tax developments.
• Prioritizes tasks individually and with a team.
• Supports PCS/firm contributions including billing and training.

Skills

Tax planning

Client consulting

Engagement management

Leadership

Business development

Education

Bachelor’s degree in Accounting/Finance/ Economics/ Statistics

Master’s degree in Accountancy/Taxation

Tools

Microsoft Office

Adobe Acrobat

GoSystems

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoint

LexisNexis

Job description

BDO USA is seeking a Tax Manager in Private Client Services to provide compliant tax planning and consulting for high net-worth families, estates, and trusts. You will guide engagements, review returns, and collaborate with clients, their advisors, and internal teams.

Candidates should have five+ years of relevant experience, CPA/EA or equivalent, and a track record of leadership, business development, and clear client communication. Hybrid or on-site work arrangements may apply.