Tax Manager, Private Client Services

BDO USA, LLP; San Diego (CA); On-site; USD 140,000 - 180,000; Full time

Job summary

BDO USA, LLP is seeking a Tax Manager, Private Client Services in San Diego to lead complex tax engagements for high net-worth individuals and families. You will manage client relationships, supervise staff, and provide strategic tax planning and compliance across trusts, estates, foundations, and related structures.

Bring strong communication, leadership, and technical skills to deliver tailored tax strategies, research, and timely filings while helping grow the practice and mentor junior team

Qualifications

• Bachelor's degree required; major in Accounting, Finance, Economics, or Statistics preferred.
• Master's degree in Accountancy or Taxation preferred.
• Experience in tax compliance and consulting for high net-worth clients.

Responsibilities

• Manages tax engagements and identifies client needs, tax planning, and consulting opportunities.
• Works with clients and advisers to gather information to prepare tax returns.
• Reviews returns for several entity types and provides feedback to staff.
• Directs communication with government agencies for complex matters.
• Identifies technical issues, conducts advanced tax research, and offers recommendations.
• Develops understanding of tax concepts through client engagements and developments.
• Prioritizes and completes tasks individually and in teams.
• Contributes to PCS/firm initiatives including billing, recruiting, and training.
• Builds and maintains relationships with BDO professionals and external sources.

Skills

Communication

Time management

Leadership

Technical skills

Business development

People skills

Education

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

Master's degree in Accountancy or Taxation

Job description

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 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 Duties:

• Manages tax and consulting engagements and enhance skills allowing you to identify and address 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 your understanding of tax concepts and knowledge 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 provide review comments
• Trains Associates and Seniors how to use all 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

Qualifications, Knowledge, Skills and Abilities:

Education:

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