Senior Tax Leader, Private Client Services

BDO USA, LLP; Clayton (MO); On-site; USD 120,000 - 205,000; Full time

Job summary

BDO USA, LLP is seeking a Tax Senior Manager, Private Client Services to provide tax compliance and consulting for high net worth clients. The role requires extensive knowledge of personal income tax, estate/gift taxes, and wealth transfer strategies.

The position oversees client engagements, mentors staff, and identifies tax planning opportunities while collaborating with advisory and other business lines. A CPA or licensed attorney is required, with JD/LLM in Taxation preferred.

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 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

Communication

Attention to detail

Analytical thinking

Time management

Client relationship

Research skills

Multi-tasking

Team leadership

Education

Bachelor's in Accounting

Master's in Accounting/Taxation

JD or LLM in Taxation

Tools

GOSystems

BNA Tax Planner

Microsoft Office

Job description

BDO USA, LLP is seeking a Tax Senior Manager, Private Client Services to provide tax compliance and consulting for high net worth clients. The role requires extensive knowledge of personal income tax, estate/gift taxes, and wealth transfer strategies.

The position oversees client engagements, mentors staff, and identifies tax planning opportunities while collaborating with advisory and other business lines. A CPA or licensed attorney is required, with JD/LLM in Taxation preferred.