Senior Tax Manager, Private Client Services

BDO USA, LLP; Las Vegas (NV); On-site; USD 140,000 - 200,000; Full time

Job summary

BDO USA, LLP is seeking a Tax Senior Manager in Private Client Services to advise high net-worth individuals and families on estate, gift, trust, and succession planning. You will lead engagements, supervise staff, and develop client relationships while delivering compliant tax solutions.

The role requires strong communication, leadership, and technical skills, with a focus on tax research, planning, and service delivery for complex client structures within our boutique PCS practice.

Qualifications

• Bachelor's degree required; majors in Accounting, Finance, Economics or Statistics preferred.
• Masters in Accountancy or Taxation preferred.
• Seven (7) or more years' experience in accounting, finance, or law.
• Experience in private client service and supervisory roles.
• Public accounting experience 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

Skills

Client engagement management

Executive presence

Analytical thinking

Time management

Leadership

Communication

People development

Education

Bachelor in Accounting/Finance/Tax

Master in Accountancy or Taxation

Tools

Microsoft Office

GoSystems

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoint

LexisNexis

Job description

BDO USA, LLP is seeking a Tax Senior Manager in Private Client Services to advise high net-worth individuals and families on estate, gift, trust, and succession planning. You will lead engagements, supervise staff, and develop client relationships while delivering compliant tax solutions.

The role requires strong communication, leadership, and technical skills, with a focus on tax research, planning, and service delivery for complex client structures within our boutique PCS practice.