Private Client Tax Manager - Estate & Wealth Planning

BDO USA; Baton Rouge (LA); On-site; USD 105,000 - 150,000; Full time

Job summary

BDO USA is recruiting a Tax Manager for Private Client Services to service high‑net‑worth individuals and families. You will leverage your technical knowledge to provide tax compliance and consulting, supervise staff, and build client relationships.

The role emphasizes leadership, communication, and business development across engagements, with opportunities to contribute to firm growth and knowledge development within PCS.

Qualifications

• Bachelor’s degree required; major in Accounting, Finance, Economics, or Statistics preferred.
• Master’s degree in Accountancy or Taxation preferred; CPA/EA/Attorney credentials or equivalent required/preferred.

Responsibilities

• Manages tax engagements and client relationships with high net-worth individuals and families.
• Gathers information from clients and advisors to prepare tax returns.
• Reviews returns for individuals, trusts, estates, S‑Corp, foundations, partnerships, and gifts; provides feedback to staff.

Skills

Leadership

Communication

People Development

Business Development

Initiative

Education

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

Master’s degree in Accountancy or Taxation

Tools

Microsoft Office Suite

Adobe Acrobat

GoSystems

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoint

LexisNexis

Job description

BDO USA is recruiting a Tax Manager for Private Client Services to service high‑net‑worth individuals and families. You will leverage your technical knowledge to provide tax compliance and consulting, supervise staff, and build client relationships.

The role emphasizes leadership, communication, and business development across engagements, with opportunities to contribute to firm growth and knowledge development within PCS.