Senior Private Client Tax Lead

BDO USA; New York (NY); On-site; USD 140,000 - 210,000; Full time

Job summary

BDO USA, P.A. seeks a Private Client Services Senior Manager to lead tax planning and consulting for high net worth clients, while managing engagements and delivering timely, high-quality work.

You will supervise staff, collaborate with clients and partners, ensure regulatory compliance, and drive strategy development within a high-performing team.

The role requires 8+ years of public accounting experience and a CPA certification, with advanced degrees preferred.

Qualifications

• 8+ years of public accounting experience in private client tax/consulting.
• CPA certification required.
• Master's degree preferred in Accounting or Taxation.

Responsibilities

• Performs tax planning, preparation and research for high net worth individuals and related entities.
• Manages client engagements, supervises and reviews work of team staff, collaborates with clients and partners.

Skills

Detail oriented

Communication skills

Team leadership

Analytical thinking

Client relationship management

Executive presence

Education

Bachelor's degree in Accounting or related field

Master's degree in Accounting or Taxation preferred

Tools

Microsoft Office Suite

Job description

BDO USA, P.A. seeks a Private Client Services Senior Manager to lead tax planning and consulting for high net worth clients, while managing engagements and delivering timely, high-quality work.

You will supervise staff, collaborate with clients and partners, ensure regulatory compliance, and drive strategy development within a high-performing team.

The role requires 8+ years of public accounting experience and a CPA certification, with advanced degrees preferred.