Tax Manager, Private Client & Family Office Services

BDO USA; Richmond (VA); Remote; USD 90,000 - 125,000; Full time

Job summary

A leading company is seeking a Tax Manager for Private Client & Family Office Services. This role involves managing finance and accounting engagements, client relationship management, and providing technical expertise. Ideal candidates will have a strong background in accounting, excellent communication skills, and the ability to lead teams. The company offers a supportive culture focused on employee growth and community impact.

Qualifications

• 6+ years of relevant experience or 7+ years without a degree.
• 2+ years supervisory experience preferred.
• CPA certification preferred.

Responsibilities

• Manage full lifecycle of engagements, providing technical expertise.
• Facilitate discovery meetings and design tailored solutions.
• Research tax issues and develop strategies.

Skills

Communication

Analytical

Organizational

Leadership

Education

Bachelor’s degree in Accounting or Finance

MBA or Master’s in Accountancy

Tools

Microsoft Office Suite

QuickBooks Online

Microsoft NAV

Bill.com

Job description

Tax Manager, Private Client & Family Office Services

Join to apply for the Tax Manager, Private Client & Family Office Services role at BDO USA

Job Description

The Tax Manager, Private Client & Family Office Services manages the full lifecycle of all assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work product review, and overall portfolio financial performance. The PCS-FOS Manager is also responsible for client relationship management, including regular meetings with clients and staff, reporting financial information, making recommendations, timely billing, and resolving client issues.

Key Responsibilities

• Manage full lifecycle of engagements, providing technical expertise in finance and accounting functions.
• Understand client technology packages, describe their functions, and identify opportunities for efficiency improvements.
• Facilitate discovery meetings, understand client objectives, and design tailored solutions.
• Determine costs and benefits of solutions, propose fixed fees, and ensure profitability.
• Formulate recommendations on technical accounting issues and assist in business development.
• Review and adapt solutions periodically, support clients through business changes, and manage conflicts.
• Gather information from clients, organize data, and build strong relationships.
• Understand tax planning considerations for various entities and refer issues to specialized teams when necessary.

Additional Responsibilities

• Develop others through training, mentoring, and performance evaluations.
• Manage projects using best practices, ensure timely billing, and oversee client satisfaction.
• Research tax issues, develop strategies, and improve processes.
• Supervise and mentor team members, and participate in recruiting and onboarding.

Qualifications

• Bachelor’s degree in Accounting or Finance (preferred) with 6+ years of relevant experience, or 7+ years of experience without a degree.
• MBA or Master’s in Accountancy (preferred).
• 2+ years supervisory experience (preferred).
• CPA certification (preferred).

Technical Skills

• Proficiency in Microsoft Office Suite, especially Excel, Word, PowerPoint.
• Experience with accounting software like QuickBooks Online, Microsoft NAV, Bill.com, and research tools (preferred).

Other Skills

• Excellent communication, analytical, organizational, and leadership skills.
• Strong understanding of GAAP, tax regulations, and financial reporting.

Compensation

Range varies by location, e.g., National: $90,000 - $125,000; Colorado: $95,000 - $125,000; Maryland: $100,000 - $110,000; NYC/Long Island/Westchester: $90,000 - $125,000; Washington DC: $110,500 - $125,000.

About Us

Join BDO, a culture centered on making meaningful connections, fostering diversity, and delivering impactful work. We are an ESOP company committed to employee growth, community, and sustainability. Our purpose is to help people thrive through exceptional service and innovative solutions.

Additional Information

Position level: Mid-Senior; Employment type: Full-time; Industry: Accounting; Location: Remote/Hybrid options available.