Senior Tax Manager, Private Client Services

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

Job summary

BDO USA, LLP's Private Client Services unit seeks an experienced Tax Experienced Manager to lead tax compliance and consulting for high net-worth clients. You will manage engagements, gather information from clients and advisors, and review complex returns with staff.

Strong leadership and client‑facing skills are essential. Qualifications include a CPA/EA/Attorney credential, 6+ years in accounting or finance, and advanced tax knowledge.

Qualifications

• Bachelor's degree (required) in Accounting/Finance/Economics/Statistics; Master's preferred.
• Six+ years of experience in accounting, finance, or law; public accounting or private client services preferred.
• CPA, EA, Attorney (US) or equivalent credential required; other certifications preferred.

Responsibilities

• Manage tax engagements and identify client needs, tax planning, and consulting opportunities.
• Work directly with clients and advisors to gather data for tax returns.
• Review returns for individuals, trusts, estates, S‑Corps, foundations, partnerships, gifts; provide feedback.

Skills

Client engagement management

Communication

Leadership

Business development

People development

Billing & CPE

Team collaboration

Technical tax knowledge

Education

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

Master's in Accountancy or Taxation

Tools

Microsoft Office (Word/Excel/PowerPoint)

Adobe Acrobat

GoSystems

BNA Tax Planner

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoint

Lexis Nexis

Job description

BDO USA, LLP's Private Client Services unit seeks an experienced Tax Experienced Manager to lead tax compliance and consulting for high net-worth clients. You will manage engagements, gather information from clients and advisors, and review complex returns with staff.

Strong leadership and client‑facing skills are essential. Qualifications include a CPA/EA/Attorney credential, 6+ years in accounting or finance, and advanced tax knowledge.