Senior Private Client Tax Manager — Wealth & Planning

BDO USA; San Diego (CA); On-site; USD 140,000 - 200,000; Full time

Job summary

BDO USA in California seeks a Tax Senior Manager for Private Client Services to deliver tax compliance and consulting for high-net-worth clients. The role requires deep knowledge of personal income, estate and gift tax, and ownership entity taxation, with a focus on wealth retention strategies.

The position involves supervising engagements, mentoring staff, and identifying opportunities for tax planning, consulting, and business development while maintaining strong client relationships and

Qualifications

• Bachelor's degree in Accounting is required.
• Master's degree in Accounting or Taxation is preferred.
• Addition Juris Doctorate (JD) or Master of Laws (LLM) in Taxation is preferred.

Responsibilities

• Reviews basic to complex individual and other tax returns
• Identifies and performs research when needed and reports and documents the analysis and findings
• Interacts directly with clients and their advisors
• Communicates with supervisors, engagement team and clients the status of projects
• Assists with administrative responsibilities including billing and cash collection activities, recruiting, attendance and participation in CPE activities and training
• Manages client engagements, supervises, and reviews work of team members
• Demonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client engagements and current tax developments
• Identifies tax planning and consulting opportunities
• Participates in and initiates business development and networking activities
• Manages and monitors key performance indicators (KPI’s) as established by the business line
• Involves firm specialists and other business lines to increase cross service opportunities
• Other duties as required

Skills

Taxation knowledge

Public accounting

Client management

Research & analysis

Written & verbal communication

Team leadership

Education

Bachelor's degree in Accounting

Master's degree in Accounting or Taxation

JD or LLM in Taxation

Tools

Gosystems

BNA Tax Planner

Microsoft Office Suite

Job description

BDO USA in California seeks a Tax Senior Manager for Private Client Services to deliver tax compliance and consulting for high-net-worth clients. The role requires deep knowledge of personal income, estate and gift tax, and ownership entity taxation, with a focus on wealth retention strategies.

The position involves supervising engagements, mentoring staff, and identifying opportunities for tax planning, consulting, and business development while maintaining strong client relationships and