Tax Senior Manager, Private Client Services

BDO USA; Kalamazoo (MI); On-site; USD 125,000 - 225,000; Full time

Job summary

BDO USA in Kalamazoo, MI, is seeking a Tax Senior Manager for its Private Client Services. In this role, you will manage tax and consulting engagements for high-net-worth clients, providing tax compliance and consulting services. This senior position involves reviewing complex tax returns, managing associates, and ensuring client satisfaction.

Applicants should have a Bachelor's in Accounting or related fields, at least seven years of relevant experience, and a CPA license. Skills in communication, leadership, and technical knowledge are essential for success.

Qualifications

• Bachelor’s degree required; major in Accounting, Finance, Economics, or Statistics preferred.
• Seven or more years prior experience in accounting, finance, or law required.
• Certified Public Accountant credential or equivalent required.

Responsibilities

• Manage tax and consulting engagements and address client needs.
• Serve as the primary client contact and present issues to clients.
• Review complex tax returns and provide feedback.

Skills

Communication

Leadership

Analytical skills

Tax research

Business development

Education

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

Master’s in Accountancy or Taxation

Tools

Microsoft Office Suite

GoSystems

BNA Tax Planner

BNA Portfolio

Job description

Private Client Services Overview

Private Client Services at BDO is a boutique practice offering a high‑touch approach to serving high‑net‑worth individuals, families, family offices, C‑Suite executives, athletes, entertainers, and others with complex tax and financial structures. The practice is experienced in estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash‑flow, retirement, and life insurance planning.

Job Summary

As a Tax Senior Manager, Private Client Services (PCS), you will utilize your educational background and professional experience, along with 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

• Manage tax and consulting engagements and identify & address client needs, tax planning, and consulting opportunities
• Serve as the primary client contact, providing executive presence and presenting issues and resolutions to clients
• Review complex individual, trust, estate, S‑Corp, foundation, partnership, and gift tax returns and provide written and verbal feedback to preparers
• Direct communication with government agencies on high‑complexity matters
• Identify technical issues, conduct advanced tax research, and develop sound recommendations for PCS leadership, clients, and advisors
• Expand understanding of tax concepts and knowledge through client engagements and current tax developments
• Prioritize and review work to keep engagements on track
• Utilize strong analytical, research, and critical‑thinking skills to assist with client needs regarding individual and business decisions
• Assist with PCS/firm contribution 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
• Other duties as assigned

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 in Accountancy or Taxation preferred

Qualifications, Knowledge, Skills and Abilities

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

Experience

• Seven (7) or more years prior experience in accounting, finance, or law required
• Experience in the private client service area required
• Prior supervisory experience required
• Experience working in public accounting preferred

License / Certifications

• Certified Public Accountant credential, IRS 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 the role preferred

Software

• Proficient use of 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

• N/A

Other Knowledge, Skills & Abilities

• Initiative – Owns career and technical development; demonstrates self‑awareness and actively pursues projects and learning to fill gaps
• Communication – Expresses themselves effectively verbally and in writing; presents cohesive narratives to clients and advisors;
• Leadership – Manages and monitors KPIs; follows up on assignments and holds others accountable for deadlines and responsibilities
• Technical Skills – Serves as an internal resource, providing guidance on technical matters; works with federal and state taxing agencies to respond to notices and inquiries
• Business Development – Develops a network of key financial decision makers, referral sources, and recruits; actively networks outside BDO
• People Development – Supervises, develops, and trains employees; acts as a career advisor and provides holistic feedback and coaching

Salary

• California: $146,000 – $200,000
• Colorado: $120,000 – $185,000
• Illinois: $140,000 – $190,000
• Maryland: $150,000 – $180,000
• Massachusetts: $150,000 – $206,000
• Minnesota: $130,000 – $190,000
• New Jersey: $155,000 – $200,000
• Ohio: $125,000 – $200,000
• NYC/Long Island/Westchester: $180,000 – $225,000
• Washington: $150,000 – $200,000
• Washington DC: $162,000 – $190,000

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 equal‑opportunity employer. Veterans and individuals with disabilities are encouraged to apply.