Tax Senior Manager, Private Client Services

BDO USA; Las Vegas (NV); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Flexible work environment

Opportunities for advancement

Culture that celebrates diversity and innovation

Job summary

A leading accountancy firm is seeking a Tax Senior Manager to oversee tax compliance and consulting engagements. This role involves managing client relationships, supervising associates, and leading business development initiatives. The ideal candidate will have over 7 years of experience in accounting or law, preferably with a focus on private client services. A Bachelor's degree in a relevant field is required, along with CPA certification. This position offers opportunities for professional development and a flexible work environment.

Qualifications

• 7+ years of experience in accounting, finance or law.
• Experience in the private client service area.
• Prior supervisory experience necessary.
• CPA or equivalent credential required.

Responsibilities

• Manage tax and consulting engagements.
• Act as primary client contact.
• Review complex returns and provide feedback.
• Communicate with government agencies.
• Perform advanced tax research and identify issues.
• Support firm responsibilities including billing and training.
• Build relationships with clients and partners.

Skills

Initiative

Communication

Leadership

Technical Skills

Business Development

People Development

Education

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

Master’s in Accountancy or Taxation

Tools

Microsoft Office (Word, Excel, PowerPoint)

Adobe Acrobat

GoSystems

BNA Tax Planner

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoint

LexisNexis

Job description

Tax Senior Manager, Private Client Services

BDO USA invites qualified candidates to apply for the Tax Senior Manager role within our Private Client Services practice.

Job Summary

Our boutique Private Client Services practice serves high‑net‑worth individuals, families, family offices, C‑Suite executives, athletes, entertainers and others with complex tax and financial structures. The practice specializes in estate, income, gift and trust tax, charitable giving, executive compensation and comprehensive planning. The Tax Senior Manager provides tax compliance and consulting services, leads engagements, and drives business development with a high‑touch, client‑centric approach.

Job Duties

• Manages tax and consulting engagements and identifies client needs, planning and consulting opportunities.
• Acts as the primary client contact, presenting issues and resolutions with executive presence.
• Reviews complex returns (individual, trust, estate, S‑Corp, foundation, partnership, gift) and provides written and verbal feedback to preparers.
• Communicates with government agencies on matters of highest complexity.
• Performs advanced tax research, identifies technical issues and develops recommendations for client and leadership.
• Expands tax knowledge through client work and current developments.
• Prioritizes and reviews work to keep engagements on track.
• Applies analytical, research and decision‑making skills to client needs.
• Supports PCS/firm responsibilities including billing, recruiting, CPE participation and training.
• Builds new relationships and maintains existing ones with BDO professionals and external partners.
• Performs other duties as assigned.

Supervisory Responsibilities

• Supervises associates and senior associates on all projects.
• Reviews work prepared by associates and senior associates and provides feedback.
• Trains associates and seniors on current software tools.
• Provides career advice to associates and senior associates.
• Schedules and manages workload of associates and senior associates.
• Provides verbal and written performance feedback.

Education

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

Experience

• Seven (7) or more years of 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, Volunteer Enrolled Agent, attorney or equivalent credential required.
• Other professional degrees or certifications applicable to the role preferred.

Software

• Proficient with Microsoft Office (Word, Excel, PowerPoint) and Adobe Acrobat.
• Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep) preferred.
• Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint, LexisNexis) preferred.

Languages

• N/A.

Other Knowledge, Skills & Abilities

• Initiative
  • Owns career and technical development; pursues projects to fill knowledge gaps.
  • Manages client engagements and supervises team members.
• Communication
  • Expresses ideas clearly in writing and verbally; synthesizes complex thoughts.
  • Maintains client communication after work completion to ensure quality and future work.
• Leadership
  • Monitors key performance indicators for the business line.
  • Follows up on assignments and holds others accountable for deadlines.
• Technical Skills
  • Serves as internal resource for technical guidance across practices.
  • Works with agencies to respond to notices and inquiries.
• Business Development
  • Develops network of key financial decision makers and referral sources.
  • Seizes opportunities for professional contacts outside of BDO.
• People Development
  • Supervises, develops, and trains employees.
  • Acts as a career advisor; meets regularly with advisees.
  • Provides holistic feedback and coaching for career growth.

About Us

BDO offers flexibility, advancement, and a culture that celebrates diverse perspectives, innovation, and sustainability. We value your individuality and help you make a positive difference in the world.

EEO Statement

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.