Tax Manager, Private Client Services

BDO USA; Los Angeles (CA); On-site; USD 112,000 - 150,000; Full time

Job summary

BDO USA is seeking a Tax Manager for its Private Client Services, focused on providing tax compliance and consulting for high‑net‑worth individuals and families.

This role requires management of tax engagements, strong leadership, and proactive communication with clients. Candidates should have a Bachelor’s degree in a relevant field and at least five years of experience in public accounting or private client services. The position offers a salary range of $112,000 - $150,000.

Qualifications

• Bachelor’s degree required; major in a preferred area.
• Five or more years of experience in accounting or finance required.
• Certified Public Accountant credential or equivalent required.

Responsibilities

• Manage tax and consulting engagements.
• Work directly with clients to gather information for tax returns.
• Review and provide feedback on various tax returns.

Skills

Leadership

Communication

Initiative

Business Development

People Development

Education

Bachelor’s degree in Accounting, Finance, Economics, or Statistics

Master’s degree in Accountancy or Taxation

Tools

Microsoft Office Suite

Tax compliance software (GoSystems, BNA Tax Planner, etc.)

Tax research tools (BNA Portfolio, CCH IntelliConnect, etc.)

Job description

Job Summary

Private Client Services at BDO is a boutique practice focusing on high‑net‑worth individuals, their families, family offices, C‑Suite executives, athletes, entertainers, and others with complex tax and financial structures. The practice provides 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 Manager will use their education, experience, communication, time‑management, leadership, technical, business‑development, and people skills to provide tax compliance and consulting services to our high‑net‑worth clients.

Responsibilities

• Manage tax and consulting engagements, identifying client needs and opportunities in tax planning and consulting.
• Work directly with clients and their advisors to gather information needed for tax returns.
• Review individual, trust, estate, S‑Corp, foundation, partnership, and gift tax returns and provide written and verbal feedback to staff and interns.
• Direct communication with government agencies for matters of high complexity.
• Identify technical issues, conduct advanced tax research, and develop recommendations for PCS leadership.
• Develop and expand understanding of tax concepts through client engagements and current developments.
• Prioritize and complete tasks individually and with a team.
• Assist with PCS/firm responsibilities including billing, recruiting, attendance and participation in CPE activities and training.
• Build new relationships and maintain existing relationships with BDO professionals and external sources.

Supervisory Responsibilities

• Supervise associates and senior associates on all projects.
• Review work prepared by associates and senior associates and provide review comments.
• Train Associates and Seniors on current software tools.
• Act as a career advisor to associates and senior associates.
• Schedule and manage workload of associates and senior associates.
• Provide verbal and written performance feedback to associates and senior associates.

Education

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

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

• Five (5) 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 Microsoft Office Suite (Word, Excel, 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, Lexis Nexis), preferred.

Languages

• None required.

Other Knowledge, Skills & Abilities

• Initiative
  • Owns career and technical development; demonstrates self‑awareness, actively pursues projects and learning experiences to fill in technical gaps.
  • Manages client engagements, supervises, and reviews work of team members.
• Communication
  • Expresses themselves effectively verbally and in writing; synthesizes complex thoughts into concise language and presents a cohesive narrative.
  • Maintains communication with clients after 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, peers, and teams for strong results and quality work.
  • Ability to act as primary client contact for return preparation and coordination with client and engagement team on other client tax matters.
• 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.

Salary Range

• California: $112,000 - $150,000
• Colorado: $111,500 - $130,000
• Illinois: $105,000 - $130,000
• Maryland: $113,000 - $120,000
• Massachusetts: $120,000 - $127,000
• Minnesota: $90,000 - $120,000
• New Jersey: $115,000 - $140,000
• Ohio: $105,000 - $150,000
• NYC/Long Island/Westchester: $125,000 - $155,000
• Washington: $110,000 - $125,000
• Washington DC: $120,000 - $140,000

Equal Opportunity Employer

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.