Private Client Tax Manager — Estate & Wealth Planning Lead

BDO Capital Advisors, LLC; San Francisco (CA); On-site; USD 112,000 - 150,000; Full time

Benefits offered by this job

Employee Stock Ownership Plan

Flexible work environment

Professional development opportunities

Job summary

A leading financial advisory firm is seeking a Tax Manager to provide tax compliance and consulting services to high net-worth clients in San Francisco. Responsibilities include managing engagements, supervising associates, and ensuring compliance with tax regulations. The ideal candidate will have at least five years of relevant experience, a CPA certification, and strong communication skills. This role offers competitive compensation and opportunities for professional growth.

Qualifications

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

Responsibilities

• Manage tax and consulting engagements.
• Gather information needed to prepare tax returns.
• Review tax returns and provide feedback.

Skills

Communication

Time Management

Leadership

Technical Skills

Business Development

Education

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

Master’s degree in Accountancy or Taxation

Tools

Microsoft Office Suite

GoSystems

BNA Tax Planner

SurePrep

BNA Portfolio

CCH IntelliConnect

Job description

A leading financial advisory firm is seeking a Tax Manager to provide tax compliance and consulting services to high net-worth clients in San Francisco. Responsibilities include managing engagements, supervising associates, and ensuring compliance with tax regulations. The ideal candidate will have at least five years of relevant experience, a CPA certification, and strong communication skills. This role offers competitive compensation and opportunities for professional growth.