Senior Tax Manager, Private Client Services

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

Job summary

BDO USA is seeking a Tax-Experienced Manager for their Private Client Services in San Diego, California. This role demands strong communication and leadership skills, alongside a Bachelor's degree in a relevant field. Responsibilities include managing tax and consulting engagements for high net-worth clients, reviewing tax returns, and supervising project teams. The compensation range for this position is competitive, reflecting experience and market standards.

Qualifications

• Six or more years of prior experience in accounting, finance, or law.
• Experience working in public accounting or the private client service area is preferred.
• Certified Public Accountant credential or equivalent designation is required.

Responsibilities

• Manages tax and consulting engagements and identifies client needs.
• Works directly with clients to gather information for tax returns.
• Reviews various tax returns and provides feedback to staff.

Skills

Leadership

Communication

Initiative

Education

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

Master’s degree in Accountancy or Taxation

Tools

Microsoft Office Suite

Tax compliance process software (GoSystems, BNA Tax Planner, etc.)

Tax research tools (BNA Portfolio, CCH IntelliConnect, etc.)

Job description

BDO USA is seeking a Tax-Experienced Manager for their Private Client Services in San Diego, California. This role demands strong communication and leadership skills, alongside a Bachelor's degree in a relevant field. Responsibilities include managing tax and consulting engagements for high net-worth clients, reviewing tax returns, and supervising project teams. The compensation range for this position is competitive, reflecting experience and market standards.