Senior Tax Manager, Private Client Services

BDO USA, LLP

Boston (MA)

On-site

USD 150,000 - 206,000

Full time

8 days ago

Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

Benefits offered by this job

ESOP ownership

Total Rewards benefits

Job summary

BDO USA, LLP is seeking a Senior Tax Professional for the Private Client Services practice, focusing on estate, gift, and trust tax consulting and compliance for high net‑worth individuals and families. Lead engagements, supervise staff, and develop client relationships.

This role requires CPA/EA/attorney credentials, 7+ years in accounting/finance/law, and strong communication and research skills. Massachusetts candidates within a national firm are encouraged to apply; ESOP and Total Rewards

Qualifications

Bachelor’s degree required; major in Accounting, Finance, Economics or Statistics, preferred
Masters in Accountancy or Taxation, preferred
Seven (7) or more years prior experience in accounting, finance, or law, required
Experience in the private client service area, required
Prior supervisory experience, required
Experience working in public accounting, preferred
Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (EA) credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and Adobe Acrobat, required
Experience with tax compliance software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred

Responsibilities

Manages tax and consulting engagements and demonstrates skills identifying and addressing client needs, tax planning, and consulting opportunities
Provides Executive presence and acts as the primary client contact for preparation and presentation of issues and resolution to clients
Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to preparers
Directs communication with government agencies for matters of the highest complexity
Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership, clients, and advisors
Expands their understanding of tax concepts and knowledge through client engagements and current tax developments
Prioritizes and reviews work to keep engagements on track
Utilizes strong analytical, research and critical thinking skills as well as decision‑making skills to assist with client needs regarding individual and business decisions
Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training
Builds new relationships and maintains existing relationships with BDO professionals and external sources
Other duties as assigned