Senior Tax Manager, Private Client Services

BDO USA; Costa Mesa (CA); On-site; USD 136,000 - 165,000; Full time

Benefits offered by this job

Competitive compensation

Career development opportunities

Mentorship programs

Job summary

BDO USA in Costa Mesa is seeking a Tax-Experienced Manager for Private Client Services. This role involves providing tax compliance and consulting to high net-worth individuals, requiring strong leadership and communication skills. The position entails managing tax engagements, supervising staff, and ensuring client satisfaction. A Bachelor’s degree in a relevant field and CPA or EA credentials are essential, alongside several years of experience in this domain. Competitive compensation of $136,000 - $165,000 is offered depending on experience.

Qualifications

• 6+ years of experience in accounting, finance, or law required.
• Experience in public accounting or private client services preferred.
• CPA or EA credential required.

Responsibilities

• Manage tax and consulting engagements, addressing client needs.
• Review various tax returns and provide feedback.
• Direct communication with government agencies.

Skills

Strong communication skills

Leadership

Time-management

Technical skills

Business development

People skills

Education

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

Master’s degree in Accountancy or Taxation

Tools

Microsoft Office Suite

GoSystems

BNA Tax Planner

SurePrep

Job description

BDO USA in Costa Mesa is seeking a Tax-Experienced Manager for Private Client Services. This role involves providing tax compliance and consulting to high net-worth individuals, requiring strong leadership and communication skills. The position entails managing tax engagements, supervising staff, and ensuring client satisfaction. A Bachelor’s degree in a relevant field and CPA or EA credentials are essential, alongside several years of experience in this domain. Competitive compensation of $136,000 - $165,000 is offered depending on experience.