Senior Tax Manager - Private Client Services

BDO USA, LLP; Houston (TX); On-site; USD 140,000 - 225,000; Full time

Job summary

BDO USA, LLP seeks a Tax Senior Manager in Private Client Services to lead engagements for high net-worth clients, ensuring compliance, planning, and advisory support. The role emphasizes client relationships, senior staff supervision, and coordination with government agencies.

The candidate will review complex tax returns, research technical issues, and contribute to business development while mentoring junior staff within Private Client Services.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics or Statistics, required.
• Master’s in Accountancy or Taxation, preferred.
• Seven (7) or more years in accounting, finance, or law, required.

Responsibilities

• Manage tax and consulting engagements and identify client needs and opportunities.
• Serve as primary client contact for preparation and presentation of issues.
• Review complex tax returns for individuals, trusts, estates, S‑Corp, partnerships and foundations.

Skills

Initiative

Communication

Leadership

Technical Skills

Business Development

People Development

Education

Bachelor's degree

Master's degree

Tools

Microsoft Office

GoSystems

BNA Tax Planner

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoints

LexisNexis

Job description

BDO USA, LLP seeks a Tax Senior Manager in Private Client Services to lead engagements for high net-worth clients, ensuring compliance, planning, and advisory support. The role emphasizes client relationships, senior staff supervision, and coordination with government agencies.

The candidate will review complex tax returns, research technical issues, and contribute to business development while mentoring junior staff within Private Client Services.