Tax Senior Manager, Private Client Services

BDO USA; Madison (WI); On-site; USD 120,000 - 185,000; Full time

Benefits offered by this job

Flexible work opportunities

Advancement opportunities

Employee ownership program

Job summary

A leading financial services firm is seeking a skilled professional for its Private Client Services. The role involves managing tax and consulting engagements, supervising associates, and maintaining client relationships. Ideal candidates have 7+ years of experience in accounting or finance, with a strong background in private client services. The firm values initiative, communication, and leadership skills. This position offers competitive compensation and opportunities for professional development.

Qualifications

• 7+ years of experience in accounting, finance, or law.
• Experience in private client services required.
• Supervisory experience necessary.

Responsibilities

• Manage tax and consulting engagements.
• Supervise team members and review their work.
• Build and maintain client relationships.

Skills

Tax planning

Client relationship management

Analytical skills

Leadership

Communication

Education

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

Master’s in Accountancy or Taxation

Tools

Microsoft Office Suite

Tax compliance software

Tax research tools

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, and 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.

Responsibilities

• Manage tax and consulting engagements and demonstrate skills identifying and addressing client needs, tax planning, and consulting opportunities.
• Provide executive presence and act as the primary client contact for preparation and presentation of issues and resolution 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 for matters of the highest complexity.
• 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 as well as decision‑making 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 the use of all 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

• Bachelors degree required; major in Accounting, Finance, Economics or Statistics, preferred
• Masters 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, Internal Revenue Service Enrolled Agent ("EA") credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent designation, required.
• Possession of other professional degrees or certifications applicable to role, preferred.

Software

• Proficient in Microsoft Office Suite (specifically Word, Excel, and 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, and Lexis Nexis), preferred.

Languages

• N/A.

Other Knowledge, Skills & Abilities

• Initiative
  • Owns own career and technical development; demonstrates self‑awareness, actively pursues projects and learning experiences to fill technical knowledge gaps.
  • Manages client engagements, supervises, and reviews work of team members.
• Communication
  • Expresses effectively verbally and in writing; synthesizes complex thoughts into concise language and presents a cohesive narrative.
  • Interacts directly with clients and their advisors; maintains communication after work is complete to ensure quality service and nurture future relationships.
• Leadership
  • Manages and monitors key performance indicators (KPIs) as established by the business line.
  • Follows up on assignments and holds others accountable for internal deadlines and administrative responsibilities.
• Technical Skills
  • Serves as internal resource and provides guidance to other practices on technical matters.
  • Works with appropriate departments, 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.
  • Seizes opportunities for new professional contacts when presented; actively networks outside of BDO.
• People Development
  • Supervises, develops, and trains employees.
  • Acts as a career advisor; meets regularly with advisees, updating goals as appropriate.
  • Delivers holistic feedback on performance and career growth; coaches to enhance careers.

Salary Ranges

• 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
• NYC/Long Island/Westchester: $190,000 - $225,000
• Washington: $150,000 - $200,000
• Washington DC: $162,000 - $190,000

About Us

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we focus on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is a proud ESOP company, sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

We are committed to delivering exceptional experiences to middle‑market leaders by sharing insight‑driven perspectives and helping companies take business as usual to better than us. With industry knowledge, breadth and depth of resources, and an unwavering commitment to quality, we pride ourselves on welcoming diverse perspectives, empowering team members, celebrating ingenuity, and focusing on resilience and sustainability to positively impact our people, clients, and communities.

Benefits may be subject to eligibility requirements. For more information, click here to find out more!

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 EO employer M/F/Veteran/Disability.