Tax Experienced Manager, Private Client Services

BDO USA; Melville (NY); On-site; USD 105,000 - 180,000; Full time

Job summary

BDO USA, Llp’s Private Client Services practice in New York serves high net-worth individuals and families with estate, gift, trust, and executive compensation planning. The team combines tax compliance and consulting to address complex structures.

The Tax Experienced Manager will lead engagements, mentor staff, and develop business with clients and advisors, focusing on timely, accurate tax work and client service.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or Statistics.
• Master’s degree in Accountancy or Taxation preferred.
• Six or more years of experience in accounting, finance, or law.
• CPA credential, Enrolled Agent credential, Attorney (US) or equivalent required.
• Experience in public accounting or private client services preferred.
• Proficient in Microsoft Office Suite and tax software tools.

Responsibilities

• Manages tax and consulting engagements and enhances skills identifying and addressing client needs, tax planning, and consulting opportunities.
• Gathers information from clients and advisors to prepare tax returns.
• Reviews returns and provides feedback to staff and interns.
• Directs communication with government agencies on complex matters.
• Performs advanced tax research and develops recommendations for PCS leadership.
• Expands tax knowledge through client engagements and current tax developments.
• Prioritizes and completes tasks individually and as part of a team.
• Supports PCS contributions including billing, recruiting, training.

Skills

Initiative

Communication

Leadership

Business Development

People Development

Education

Bachelor’s degree

Master’s degree

Tools

Microsoft Office Suite

Adobe Acrobat

GoSystems

BNA Tax Planner

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoint

Lexis Nexis

Job description

JOB DESCRIPTION

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.

Job Summary

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.

A Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.

Job Description

• Manages tax and consulting engagements and enhances skills identifying and addressing client needs, tax planning, and consulting opportunities
• Works directly with clients and their advisors to gather information needed to prepare tax returns
• Reviews individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and interns
• 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
• Develops and expands their understanding of tax concepts and knowledge through client engagements and current tax developments
• Prioritizes and completes tasks both individually and as part of a team.
• 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

Supervisory Responsibilities

• Supervises associates and senior associates on all projects
• Schedules and manages workload of associates and senior associates
• Reviews work prepared by associates and senior associates and provide review comments
• Trains Associates and Seniors how to use all current software tools
• May act as a Career Advisor to associates and senior associates
• Provides verbal and written performance feedback to associates and senior associates

Education

Qualifications, Knowledge, Skills, and Abilities:

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

Experience

• Six (6) or more years prior experience in accounting, finance, or law, required
• Experience working in public accounting, or the private client service area, preferred

License/Certifications

• Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (“EA”) credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required
• Possession of other professional degrees or certifications applicable to role, preferred

Software

• Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required
• Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
• Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred

Languages

• N/A

Other Knowledge, Skills & Abilities

• Initiative
• Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps
• Manages client engagements, supervises, and reviews work of team members
• Communication
• Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
• Interacts directly with clients and their advisors; maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work
• Resolves client service issues in a timely and acceptable manner
• Leadership
• Supports a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality work
• Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolution to clients
• Manages and monitors key performance indicators (KPI’s) as established by the business line
• Business Development
• Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO
• Involves firm specialists and other business lines to increase cross service opportunities
• People Development
• Supervises, develops and trains employees
• Acts as a mentor to associates and senior associates
• Provides verbal and written performance feedback to associates and senior associates

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

California Range: $136,000 - $165,000

Colorado Range: $105,000 - $150,000

Illinois Range: $120,000 - $139,000

Maryland Range: $121,000 - $145,000

Massachusetts Range: $130,000 - $147,750

Minnesota Range: $100,000 - $130,000

New Jersey Range: $130,000 - $165,000

Ohio Range: $110,000 - $170,000

NYC/Long Island/Westchester Range: $150,000 - $180,000

Washington Range: $130,000 - $145,000

Washington DC Range: $140,000 - $162,000

About Us

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

As technology continues to shape how we work, BDO values the ability to apply generative and agentic AI solutions to develop work products, improve workflows and identify potential risks. Across our firm, we emphasize professional judgment in validating AI-generated outputs for accuracy, quality, and compliance.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more !

Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"