Senior Tax Manager, Private Client Wealth

BDO USA, Llp; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

BDO USA, LLP is seeking a Private Client Services Senior Manager to provide tax and consulting services to our high net worth clients. The role oversees tax planning, preparation, and review for individuals, trusts, estates, and related entities, ensuring compliance and strategic tax outcomes while managing client engagements.

You will lead teams, review work, mentor staff, and maintain strong client relationships as you navigate complex tax matters, stay current with tax developments, and

Qualifications

• CPA certification required.
• 8+ years of public accounting experience in private client tax/consulting.
• Master's degree in Taxation preferred.

Responsibilities

• Lead tax planning, preparation and research for high net worth individuals and related entities.
• Supervise and review work of staff; manage client engagements.
• Ensure timely services, billing, and A/R management.
• Stay current with tax developments and advise clients accordingly.

Skills

Tax planning

Tax preparation

Client management

Team supervision

Research

Communication

Executive presence

Education

Bachelor's degree in Accounting or related field

Master's degree in Accounting or Taxation

Tools

Microsoft Office Suite

Job description

BDO USA, LLP is seeking a Private Client Services Senior Manager to provide tax and consulting services to our high net worth clients. The role oversees tax planning, preparation, and review for individuals, trusts, estates, and related entities, ensuring compliance and strategic tax outcomes while managing client engagements.

You will lead teams, review work, mentor staff, and maintain strong client relationships as you navigate complex tax matters, stay current with tax developments, and