Private Client Tax Manager for High-Net-Worth Clients

BDO USA; New York (NY); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Professional development opportunities

Health insurance

Flexible working hours

Job summary

BDO USA in New York seeks a Tax Manager for its Private Client Services. This role involves managing tax compliance and consulting for high-net-worth clients. The ideal candidate will have at least five years of experience along with a CPA or equivalent degree.

The successful Tax Manager will supervise associates, provide training, and contribute to business development while ensuring quality service. A strong proficiency in Microsoft Office and tax compliance tools is essential.

Qualifications

• Five years of experience in accounting, finance, or law required.
• Certified Public Accountant or equivalent certification required.
• Proficiency with tax compliance software preferred.

Responsibilities

• Manage tax and consulting engagements for high-net-worth clients.
• Supervise and train associates on projects and software tools.
• Identify and resolve complex tax issues.

Skills

Leadership

Communication

Business Development

Technical Development

Client Management

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

Adobe Acrobat

Job description

BDO USA in New York seeks a Tax Manager for its Private Client Services. This role involves managing tax compliance and consulting for high-net-worth clients. The ideal candidate will have at least five years of experience along with a CPA or equivalent degree.

The successful Tax Manager will supervise associates, provide training, and contribute to business development while ensuring quality service. A strong proficiency in Microsoft Office and tax compliance tools is essential.