Tax Manager, Private Client Services

BDO USA; Raleigh (NC); On-site; USD 90,000 - 150,000; Full time

Job summary

A leading accounting firm in Raleigh is seeking a Tax Manager for its Private Client Services. The role involves managing tax compliance for high net-worth clients, consulting engagements, and supervising team members. Candidates should have over five years of experience and a relevant degree, and CPA or equivalent certification is required. Offering competitive salary and opportunities for professional development.

Qualifications

• 5+ years of experience in accounting, finance, or law required.
• Experience in public accounting or private client service preferred.
• Certified Public Accountant, Enrolled Agent, or equivalent required.

Responsibilities

• Manage tax and consulting engagements, identifying client needs.
• Gather information from clients for tax returns.
• Review individual and other tax returns, providing feedback.
• Conduct advanced tax research and offer recommendations.
• Expand understanding of tax concepts through engagements.

Skills

Initiative

Communication

Leadership

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

GoSystems

BNA Tax Planner

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoint

Lexis Nexis

Job description

Job Summary

Private Client Services at BDO is a boutique practice within our firm. We offer a high‑touch approach, serving 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; executive compensation; and cash‑flow, retirement, and life‑insurance planning. A Tax Manager, Private Client Services provides tax compliance and consulting services to these high net‑worth clients, leveraging educational background, professional experience, and a broad skill set.

Job Duties

• Manages tax and consulting engagements, 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 understanding of tax concepts through client engagements and current tax developments
• Prioritizes and completes tasks both individually and with 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
• Reviews work prepared by associates and senior associates and provides review comments
• Trains associates and seniors on current software tools
• Acts as a career advisor to associates and senior associates
• Schedules and manages workload of associates and senior associates
• Provides 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

Experience

• Five (5) or more years of prior experience in accounting, finance, or law, required
• Experience in public accounting or private client service area, preferred

License/Certifications

• Certified Public Accountant, Internal Revenue Service Enrolled Agent (EA), Attorney elected in a U.S. jurisdiction, or equivalent designation, required
• Other professional degrees or certifications applicable to the 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

Additional Knowledge, Skills & Abilities

• Initiative
  • Owns career and technical development; demonstrates self‑awareness and pursues learning opportunities
  • Manages client engagements, supervises, and reviews work of team members
• Communication
  • Expresses thoughts effectively verbally and in writing; synthesizes complex ideas into clear language
  • Maintains communication with clients post‑engagement to ensure quality service and future work
  • Resolves client service issues timely and satisfactorily
• Leadership
  • Supports a collaborative, team‑oriented environment while driving high results
  • Acts as primary client contact for return preparation and coordination with client and team on other matters
• Business Development
  • Seizes opportunities for new professional contacts; actively networks outside BDO
  • Involves firm specialists and other business lines to increase cross‑service opportunities
• People Development
  • Supervises, develops, and trains employees
  • Acts as mentor to associates and senior associates
  • Provides verbal and written performance feedback to associates and senior associates

Compensation

• 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
• NYC/Long Island/Westchester: $125,000 – $160,000
• 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.