Senior Tax Manager, Private Client Services

BDO USA; Columbus (OH); On-site; USD 105,000 - 150,000; Full time

Benefits offered by this job

ESOP ownership

Total Rewards benefits

Job summary

BDO USA is seeking a Tax Manager in Private Client Services to provide tax compliance and consulting to high net-worth clients. You will manage engagements, review complex returns, and interact with clients and their advisors to gather information for returns.

The role emphasizes leadership, business development, client service, and ongoing tax knowledge through engagement work and CPD activities.

Qualifications

• Bachelor’s degree required; major in Accounting, Finance, Economics, or Statistics preferred.
• Master’s degree in Accountancy or Taxation preferred.
• Five or more years of experience in accounting, finance, or law.
• CPA/EA/Attorney credentials or equivalent required.

Responsibilities

• Manages tax and consulting engagements and identifies client needs and opportunities.
• Gathers information with clients and advisors to prepare tax returns.
• Reviews returns for individuals, trusts, estates, S-Corps, foundations, partnerships, and gifts.
• Directs communications with government agencies on complex matters.
• Performs advanced tax research and develops recommendations for PCS leadership.
• Expands knowledge through client engagements and current tax developments.

Skills

Leadership

People Development

Business Development

Communication

Initiative

Client Engagement

Education

Bachelor’s degree in Accounting/Finance/Economics/Statistics

Master’s degree in Accountancy or Taxation

Tools

Microsoft Office Suite

GoSystems

BNA Tax Planner

GoFileRoom

SurePrep

Tax research databases (BNA Portfolio, CCH IntelliConnect, Checkpoint, LexisNexis)

Job description

BDO USA is seeking a Tax Manager in Private Client Services to provide tax compliance and consulting to high net-worth clients. You will manage engagements, review complex returns, and interact with clients and their advisors to gather information for returns.

The role emphasizes leadership, business development, client service, and ongoing tax knowledge through engagement work and CPD activities.