Senior Tax Leader, Private Client Services

BDO USA; Kalamazoo (MI); On-site; USD 125,000 - 225,000; Full time

Job summary

BDO USA in Kalamazoo, MI, is seeking a Tax Senior Manager for its Private Client Services. In this role, you will manage tax and consulting engagements for high-net-worth clients, providing tax compliance and consulting services. This senior position involves reviewing complex tax returns, managing associates, and ensuring client satisfaction.

Applicants should have a Bachelor's in Accounting or related fields, at least seven years of relevant experience, and a CPA license. Skills in communication, leadership, and technical knowledge are essential for success.

Qualifications

• Bachelor’s degree required; major in Accounting, Finance, Economics, or Statistics preferred.
• Seven or more years prior experience in accounting, finance, or law required.
• Certified Public Accountant credential or equivalent required.

Responsibilities

• Manage tax and consulting engagements and address client needs.
• Serve as the primary client contact and present issues to clients.
• Review complex tax returns and provide feedback.

Skills

Communication

Leadership

Analytical skills

Tax research

Business development

Education

Bachelor’s degree in Accounting, Finance, Economics, or Statistics

Master’s in Accountancy or Taxation

Tools

Microsoft Office Suite

GoSystems

BNA Tax Planner

BNA Portfolio

Job description

BDO USA in Kalamazoo, MI, is seeking a Tax Senior Manager for its Private Client Services. In this role, you will manage tax and consulting engagements for high-net-worth clients, providing tax compliance and consulting services. This senior position involves reviewing complex tax returns, managing associates, and ensuring client satisfaction.

Applicants should have a Bachelor's in Accounting or related fields, at least seven years of relevant experience, and a CPA license. Skills in communication, leadership, and technical knowledge are essential for success.