Private Client Tax Senior Manager

BDO USA, LLP; Minneapolis (MN); On-site; USD 130,000 - 190,000; Full time

Job summary

BDO USA, LLP seeks a seasoned professional for its Private Client Services team in Minnesota. The role oversees tax engagements for high-net-worth individuals and families, providing strategic planning and leadership to prep teams and clients.

The candidate will review complex returns for estates, trusts and entities, supervise staff, and coordinate with government agencies on top-tier matters. Strong communication and relationship-building are essential.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics or Statistics required (preferred).
• Masters in Accountancy or Taxation preferred.
• Seven (7) or more years of experience in accounting, finance, or law required.
• Experience in the private client service area required.
• Prior supervisory experience required.
• Experience in public accounting preferred.
• CPA/EA/Attorney credential or equivalent required.

Responsibilities

• Manages tax and consulting engagements and identifies and addresses client needs, tax planning, and consulting opportunities.
• Provides executive presence and acts as the primary client contact for preparation and presentation of issues and resolution to clients.
• Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides feedback to preparers.
• Directs communication with government agencies for highly complex matters.
• Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership, clients, and advisors.
• Expands understanding of tax concepts through client engagements and current tax developments.
• Prioritizes and reviews work to keep engagements on track.
• Uses analytical, research and critical thinking skills to assist with client needs regarding individual and business decisions.
• Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and training in CPE.
• Builds new relationships and maintains existing relationships with BDO professionals and external sources.
• Other duties as assigned.

Skills

Initiative

Communication

Leadership

Technical Skills

Business Development

People Development

Education

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

Master's in Accountancy or Taxation

Tools

Microsoft Office

Excel

PowerPoint

Adobe Acrobat

GoSystems

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoint

LexisNexis

Job description

BDO USA, LLP seeks a seasoned professional for its Private Client Services team in Minnesota. The role oversees tax engagements for high-net-worth individuals and families, providing strategic planning and leadership to prep teams and clients.

The candidate will review complex returns for estates, trusts and entities, supervise staff, and coordinate with government agencies on top-tier matters. Strong communication and relationship-building are essential.