Private Client Tax Senior Manager

BDO USA, LLP; Grand Rapids (MI); On-site; USD 140,000 - 210,000; Full time

Job summary

BDO USA, LLP is seeking a Tax Senior Manager, Private Client Services, to lead complex tax engagements for high net‑worth clients. You will direct preparation, provide strategic tax planning, and maintain client relationships while supervising staff.

This role emphasizes leadership, communication, and technical excellence in estate, gift, and trust tax matters, with opportunities for business development and cross‑practice collaboration within the firm.

Qualifications

• Bachelor’s degree required; accounting/finance/economics or statistics favored.
• Masters in Accountancy or Taxation preferred.
• Seven+ years in accounting, finance, or law; private client experience required.

Responsibilities

• Manage tax engagements and identify planning opportunities for high net‑worth clients.
• Serve as primary client contact and oversee issue resolution and billing.
• Review complex tax returns across entities and provide feedback to staff.
• Lead engagements, supervise associates, and ensure timely delivery.

Skills

Communication

Leadership

Analytical thinking

Project management

Client relations

Tax research

Education

Bachelor's in Accounting/Finance

Master's in Accountancy/Taxation

Tools

MS Office

Adobe Acrobat

GoSystems

GoFileRoom

SurePrep

CCH IntelliConnect

LexisNexis

Job description

BDO USA, LLP is seeking a Tax Senior Manager, Private Client Services, to lead complex tax engagements for high net‑worth clients. You will direct preparation, provide strategic tax planning, and maintain client relationships while supervising staff.

This role emphasizes leadership, communication, and technical excellence in estate, gift, and trust tax matters, with opportunities for business development and cross‑practice collaboration within the firm.