Senior Private Client Tax Manager — High Net Worth Focus

BDO USA, LLP; Houston (TX); On-site; USD 105,000 - 150,000; Full time

Benefits offered by this job

ESOP

Job summary

BDO USA, LLP in Houston seeks a Tax Manager in Private Client Services to guide high net-worth clients through complex estate, trust, gift, and foundation planning, and to provide compliance and consulting services.

You will lead engagements, mentor staff, develop business with client relationships, and collaborate with specialists across tax, accounting, and advisory teams to deliver holistic solutions.

Qualifications

• Bachelor's degree required in accounting/finance-related field.
• Five+ years in accounting/finance or law, required.
• CPA/EA/Attorney or equivalent designation required.
• Public accounting or private client services experience preferred.

Responsibilities

• Manage tax engagements and enhance skills to identify client needs.
• Gather information with clients and advisors to prepare tax returns.
• Review returns for various entities and provide feedback.
• Direct communications with government agencies on complex matters.
• Mentor and develop staff while managing workloads.

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

Adobe Acrobat

GoSystems

GoFileRoom

SurePrep

Job description

BDO USA, LLP in Houston seeks a Tax Manager in Private Client Services to guide high net-worth clients through complex estate, trust, gift, and foundation planning, and to provide compliance and consulting services.

You will lead engagements, mentor staff, develop business with client relationships, and collaborate with specialists across tax, accounting, and advisory teams to deliver holistic solutions.