Senior Private Client Tax Manager

BDO USA, LLP; Atlanta (GA); On-site; USD 120,000 - 180,000; Full time

Job summary

BDO USA, LLP's Private Client Services is a boutique practice within our firm, serving high net-worth individuals and families with estate, trust, and gift tax planning and compliance.

A Tax Experienced Manager in Private Client Services utilizes education and experience to provide tax compliance, consulting, and leadership, collaborating with clients, advisors, and staff to deliver high‑touch service and develop relationships.

Qualifications

• Bachelor's degree required; major in Accounting, Finance, Economics, or Statistics preferred.
• Master's degree in Accountancy or Taxation preferred.
• Six (6) or more years in accounting, finance, or law required.
• Public accounting or private client services experience preferred.
• CPA credential, EA credential, Attorney license or equivalent required.

Responsibilities

• Manages tax and consulting engagements and enhances skills identifying and addressing client needs, tax planning, and consulting opportunities
• Works directly with clients and their advisors to gather information needed to prepare tax returns
• Reviews individual, trust, estate, S‑Corp, foundation, partnership, and gift tax returns and provides feedback to staff
• Directs communication with government agencies for matters of the highest complexity
• Identifies technical issues, conducts advanced tax research, and develops sound recommendations
• Develops and expands their understanding of tax concepts through client engagements and current tax developments
• Prioritizes and completes tasks both individually and as part of a team.
• Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training
• Builds new relationships and maintains existing relationships with BDO professionals and external sources

Skills

Client engagements

Leadership

Tax research

Communication

Time management

Billing

Education

Bachelor's degree (Accounting/Finance)

Master's degree preferred

Tools

Microsoft Office

Adobe Acrobat

GoSystems

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoints

Lexis Nexis

Job description

BDO USA, LLP's Private Client Services is a boutique practice within our firm, serving high net-worth individuals and families with estate, trust, and gift tax planning and compliance.

A Tax Experienced Manager in Private Client Services utilizes education and experience to provide tax compliance, consulting, and leadership, collaborating with clients, advisors, and staff to deliver high‑touch service and develop relationships.