Senior Tax Manager, Private Client Wealth

BDO USA; Dallas (TX); On-site; USD 150,000 - 210,000; Full time

Job summary

BDO USA in Dallas, TX seeks a Tax Senior Manager, Private Client Services, to lead tax compliance and consulting for high net-worth individuals and families. The role emphasizes executive client contact, complex returns review, and cross‑functional collaboration across the PCS practice.

You will oversee engagements, mentor staff, and develop client relationships while advancing knowledge of evolving tax regulations and planning opportunities. Strong leadership and communication are essential.

Qualifications

• Bachelor's degree required; major in Accounting, Finance, Economics or Statistics, preferred
• Masters in Accountancy or Taxation, 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

Initiative

Communication

Leadership

Technical Skills

Business Development

People Development

Education

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

Master's in Accountancy or Taxation

Tools

Microsoft Office

Adobe Acrobat

GoSystems

GoFileRoom

SurePrep

BNA Tax Planner

CCH IntelliConnect

Checkpoint

LexisNexis

Job description

BDO USA in Dallas, TX seeks a Tax Senior Manager, Private Client Services, to lead tax compliance and consulting for high net-worth individuals and families. The role emphasizes executive client contact, complex returns review, and cross‑functional collaboration across the PCS practice.

You will oversee engagements, mentor staff, and develop client relationships while advancing knowledge of evolving tax regulations and planning opportunities. Strong leadership and communication are essential.