Senior Private Client Tax Manager - Wealth & Planning

BDO USA, LLP

Nashville (TN)

On-site

USD 80,000 - 120,000

Full time

14 days+

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Job summary

BDO USA, LLP is seeking a Tax Senior Manager in Nashville, TN to provide tax compliance and consulting services to high net worth clients. The role requires significant knowledge of personal income and estate tax, and experience in public accounting. Responsibilities include reviewing tax returns, managing client engagements, and supervising team members. Ideal candidates will have a Bachelor's degree in Accounting, CPA certification, and at least seven years of relevant experience. This position offers competitive benefits and opportunities for professional growth.

Qualifications

  • Seven years of public accounting and private client services experience required.
  • CPA or Licensed Attorney required.
  • Public accounting experience in the private client area preferred.

Responsibilities

  • Reviews basic to complex individual and other tax returns.
  • Identifies and performs research and documents findings.
  • Manages client engagements and supervises team members.

Skills

Excellent verbal and written communication skills
Strong analytical, research and critical thinking skills
Detail oriented
Solid organizational skills
Ability to interact effectively with people at all organizational levels
Proven ability to work in a deadline-driven environment

Education

Bachelor's degree in Accounting
Master's degree in Accounting or Taxation
Additional Juris Doctorate (JD) or Master of Laws (LLM) in Taxation

Tools

Gosystems
BNA Tax Planner
Microsoft Office Suite

Job description

BDO USA, LLP is seeking a Tax Senior Manager in Nashville, TN to provide tax compliance and consulting services to high net worth clients. The role requires significant knowledge of personal income and estate tax, and experience in public accounting. Responsibilities include reviewing tax returns, managing client engagements, and supervising team members. Ideal candidates will have a Bachelor's degree in Accounting, CPA certification, and at least seven years of relevant experience. This position offers competitive benefits and opportunities for professional growth.
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