Tax Manager, Private Client Services

BDO USA, LLP; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

BDO USA, LLP is seeking a Tax Manager for Private Client Services in San Francisco. The role focuses on tax compliance and consulting for high net-worth individuals, families, and executives, with emphasis on estate, gift, trust, and related planning.

You will collaborate with clients and advisors, supervise staff, and contribute to business development, training, and firm initiatives while delivering high-touch client service.

Qualifications

• Must have strong communication, time management and leadership abilities.
• Technical tax knowledge with ability to research complex issues.
• Experience supporting high net-worth clients in estate, gift, and trust tax planning.

Responsibilities

• Manages tax engagements and client relationships for PCS clients.
• Gathers client information and coordinates with advisors to prepare tax returns.
• Reviews returns for individuals, trusts, estates, S-Corps, foundations, partnerships, and gifts.
• 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 tasks and collaborates with the team; participates in billing and CPE activities.
• Builds and maintains relationships with BDO professionals and external sources.

Skills

Communication skills

Time management

Leadership

Technical skills

Business development

People skills

Education

Bachelor's degree in Accounting/Finance

Master's degree in Accountancy/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