Senior Private Client Tax Manager

Socket.dev; Los Angeles (CA); On-site; USD 146,000 - 200,000; Full time

Job summary

BDO is seeking a Tax Senior Manager for Private Client Services in the United States. The role focuses on tax compliance and consulting for high-net-worth clients, including personal income, estate and gift tax, and entity taxation for business owners.

The candidate will review complex tax returns, conduct research, interact with clients and advisors, and supervise staff. Strong communication, analytical and organizational skills are essential.

Qualifications

• Bachelor’s degree in Accounting is required.
• Master’s degree in Accounting or Taxation is preferred.
• JD or LLM in Taxation is preferred.

Responsibilities

• Reviews basic to complex individual and other tax returns.
• Identifies and performs research when needed and reports findings.
• Interacts directly with clients and their advisors.
• Communicates with engagement teams on project status.
• Manages and reviews work of team members.
• Identifies tax planning opportunities and pursues knowledge.
• Participates in business development and networking activities.

Skills

Excellent verbal & written comms

Analytical thinking

Research skills

Attention to detail

Strong organizational skills

Deadline-driven

Client relationship management

Interpersonal communication

Education

Bachelor's in Accounting

Master's in Accounting or Taxation

JD or LLM in Taxation

Tools

Gosystems

BNA Tax Planner

Microsoft Office Suite

Job description

BDO is seeking a Tax Senior Manager for Private Client Services in the United States. The role focuses on tax compliance and consulting for high-net-worth clients, including personal income, estate and gift tax, and entity taxation for business owners.

The candidate will review complex tax returns, conduct research, interact with clients and advisors, and supervise staff. Strong communication, analytical and organizational skills are essential.