Senior Tax Manager, Private Client Services for HNWI

BDO USA; Los Angeles (CA); Vor Ort; USD 146.000 - 200.000; Vollzeit

Zusammenfassung

BDO USA is seeking a Tax Senior Manager for Private Client Services in California. The role focuses on high net worth individuals, estate and gift tax, and wealth retention strategies, with emphasis on complexity in entity taxation for owners.

Responsibilities include supervising staff, engaging with clients, and identifying tax planning opportunities. CPA or licensed attorney credentials are required, with JD/LLM and CFP preferred.

Qualifikationen

• Bachelor’s degree in Accounting is required.
• Master’s degree in Accounting or Taxation is preferred.
• Addition Juris Doctorate (JD) or Master of Laws (LLM) in Taxation is preferred.

Aufgaben

• Revises basic to complex individual and other tax returns.
• Identifies and researches issues; reports findings.
• Interacts with clients and their advisors; communicates status to supervisors and team.
• Assists with billing, collections, recruiting, and training activities.
• Manages engagements, supervises staff, and reviews work.

Kenntnisse

Excellent verbal & written

Detail oriented

Analytical thinking

Organizational skills

Multi-tasking

Interpersonal communication

Executive presence

Ausbildung

Bachelor’s degree in Accounting

Master’s degree in Accounting or Taxation

JD or LLM in Taxation

Tools

Gosystems

BNA Tax Planner

Microsoft Office Suite

Jobbeschreibung

BDO USA is seeking a Tax Senior Manager for Private Client Services in California. The role focuses on high net worth individuals, estate and gift tax, and wealth retention strategies, with emphasis on complexity in entity taxation for owners.

Responsibilities include supervising staff, engaging with clients, and identifying tax planning opportunities. CPA or licensed attorney credentials are required, with JD/LLM and CFP preferred.