Senior Private Client Tax Manager

BDO USA, Llp; Costa Mesa (CA); On-site; USD 136,000 - 165,000; Full time

Job summary

BDO USA, LLP is seeking a Tax‑Experienced Manager for Private Client Services to provide tax compliance and consulting for high net‑worth clients, including families, executives, and family offices. The role requires a blend of education, experience, and strong communication, time‑management, leadership, and people skills.

You will oversee engagements, work with clients and advisors, review returns, supervise staff, and contribute to firm growth while coaching teams and expanding client

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 of prior experience in accounting, finance, or law, required.
• Certified Public Accountant credential, IRS Enrolled Agent ("EA") credential, attorney (admitted to practice in a U.S. jurisdiction), or an equivalent designation, required.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and Adobe Acrobat, required.
• Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred.
• Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint, LexisNexis), preferred.
• No languages required.

Responsibilities

• Manages tax and consulting engagements, 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 and interns.
• Directs communication with government agencies for matters of the highest complexity.
• Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership.
• Develops and expands understanding of tax concepts and knowledge 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

Initiative

Communication

Leadership

Business Development

People Development

Education

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

Master’s degree in Accountancy or Taxation

Tools

Microsoft Office Suite

Adobe Acrobat

GoSystems

BNA Tax Planner

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoint

LexisNexis

Job description

BDO USA, LLP is seeking a Tax‑Experienced Manager for Private Client Services to provide tax compliance and consulting for high net‑worth clients, including families, executives, and family offices. The role requires a blend of education, experience, and strong communication, time‑management, leadership, and people skills.

You will oversee engagements, work with clients and advisors, review returns, supervise staff, and contribute to firm growth while coaching teams and expanding client