Tax Manager, Private Client Services – HNW Focus

BDO USA

Houston (TX)

On-site

USD 105,000 - 160,000

Full time

14 days+
Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

A leading accounting and consulting firm in the United States seeks a Tax Manager for its Private Client Services. The role involves managing tax and consulting engagements for high net-worth clients, reviewing various tax returns, and supervising associates. The ideal candidate has a strong background in accounting or finance, with a required CPA credential. The position offers competitive compensation and opportunities for professional growth.

Qualifications

  • Five or more years prior experience in accounting, finance, or law required.
  • Experience in public accounting or private client service area preferred.
  • CPA credential or equivalent required.

Responsibilities

  • Manage tax and consulting engagements for high net-worth clients.
  • Review tax returns for individuals and various entities and provide feedback.
  • Direct communication with government agencies for complex matters.

Skills

Tax compliance
Communication
Leadership
Time management
Technical skills

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

Job description

A leading accounting and consulting firm in the United States seeks a Tax Manager for its Private Client Services. The role involves managing tax and consulting engagements for high net-worth clients, reviewing various tax returns, and supervising associates. The ideal candidate has a strong background in accounting or finance, with a required CPA credential. The position offers competitive compensation and opportunities for professional growth.
Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Tax Manager - Lead Tax Strategy for HNW Clients
Tax Manager - Lead Tax Strategy for HNW Clients

Atrium • Holmdel Township (NJ)

On-site
USD 150,000 - 200,000
Private Client Tax Manager — CPA, Lead & Grow HNW Clients
Private Client Tax Manager — CPA, Lead & Grow HNW Clients

Weaver • Fort Worth (TX)

On-site
USD 125,000 - 191,000
Tax Senior Manager, Private Client Services Leader
Tax Senior Manager, Private Client Services Leader

Weaver • Manhattan Beach (CA)

On-site
USD 141,000 - 290,000
Tax Manager, High Net Worth — Leadership & Growth
Tax Manager, High Net Worth — Leadership & Growth

Elliott Davis • Chattanooga (TN)

On-site
USD 90,000 - 120,000
Senior Private Client Tax Leader
Senior Private Client Tax Leader

Andersen • West Palm Beach (FL)

On-site
USD 125,000 - 190,000
Medical, dental, vision insurance
401(k) plan
160 hours paid time off annually
+1
Senior Tax Manager - Private Client & Estates
Senior Tax Manager - Private Client & Estates

Mission Staffing • New York (NY)

On-site
USD 150,000 - 200,000
Senior Tax Manager, Private Client Services
Senior Tax Manager, Private Client Services

BDO USA • San Francisco (CA)

Hybrid
USD 112,000 - 150,000
Senior Tax Manager — HNW Advisory & Team Lead
Senior Tax Manager — HNW Advisory & Team Lead

Whitman Advisory Job Community • New York (NY)

On-site
USD 120,000 - 180,000
Medical insurance
Vision insurance
401(k)
Tax Manager, HNW & Estates — Lead Growth & Mentorship
Tax Manager, HNW & Estates — Lead Growth & Mentorship

Swell Recruit LLC • New York (NY)

On-site
USD 90,000 - 130,000
Competitive salary
Annual bonus eligibility
Comprehensive benefits package
Tax Senior Manager — Private Client, Hybrid Leader
Tax Senior Manager — Private Client, Hybrid Leader

EisnerAmper • Melville (NY)

Hybrid
USD 120,000 - 200,000