Tax Senior Manager, Private Client Services

BDO USA; New York (NY); On-site; USD 175,000 - 205,000; Full time

Job summary

BDO USA is seeking a Tax Senior Manager for Private Client Services in New York. The role focuses on tax compliance and consulting for high net-worth clients, with emphasis on personal income, estate and gift tax, and related ownership structures.

The position requires 7+ years in public accounting and private client services, CPA or licensed attorney status, and advanced tax knowledge. Strong communication, leadership, and business development skills are essential.

Qualifications

• Bachelor’s degree in Accounting is required.
• Master’s degree in Accounting or Taxation is preferred.
• JD or LLM in Taxation is preferred.
• Seven (7) or more years of public accounting and private client services experience are required.
• CPA or Licensed Attorney is required.
• CFP or Masters in Tax is preferred.
• Experience with Gosystems and BNA Tax Planner is preferred.
• Excellent verbal and written communication skills are required.
• Strong analytical, research and critical thinking skills are essential.

Responsibilities

• Reviews basic to complex individual and other tax returns.
• Identifies and performs research when needed and documents findings.
• Interacts directly with clients and their advisors.
• Communicates status of projects to supervisors and clients.
• Assists with billing, cash collection, recruiting, and training activities.
• Manages client engagements and reviews team work.
• Pursues increased tax knowledge through client engagements and current tax developments.
• Identifies tax planning opportunities and participates in business development.

Skills

Communication

Analytical skills

Detail oriented

Organizational skills

Multi-tasking

Client relationships

Executive presence

Education

Bachelor's degree in Accounting

Master's degree in Accounting or Taxation

JD or LLM in Taxation

Tools

GoSystems

BNA Tax Planner

Microsoft Office Suite

Job description

Tax Senior Manager, Private Client Services

Job Description

The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net‑worth clients. Significant knowledge of taxation related to personal income, estate and gift tax, wealth retention strategies, and taxation of entities owned by business owners (partnership and corporate taxation) is required.

Job Duties

• Reviews basic to complex individual and other tax returns
• Identifies and performs research when needed and reports and documents the analysis and findings
• Interacts directly with clients and their advisors
• Communicates with supervisors, engagement team and clients the status of projects
• Assists with administrative responsibilities including billing and cash collection activities, recruiting, attendance and participation in CPE activities and training
• Manages client engagements, supervises, and reviews work of team members
• Demonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client engagements and current tax developments
• Identifies tax planning and consulting opportunities
• Participates in and initiates business development and networking activities
• Manages and monitors key performance indicators (KPI’s) as established by the business line
• Involves firm specialists and other business lines to increase cross‑service opportunities

Supervisory Responsibilities

• Supervises, develops and trains employees
• Supervises associates, senior associates and managers on all projects
• Reviews work prepared by associates and senior associates and provides review comments
• Trains others on how to use current software tools and PCS methodology
• Schedules and manages workload of associates and senior associates
• Acts as a Career Advisor to associates and senior associates
• Provides verbal and written performance feedback to associates and senior associates

Education

• Bachelor’s degree in Accounting, required
• Master’s degree in Accounting or Taxation, preferred
• Additional Juris Doctorate (JD) or Master of Laws (LLM) in Taxation, preferred

Experience

• Seven (7) or more years of public accounting and private client services experience, required
• Public accounting experience working in the private client area, preferred

License and Certifications

• CPA or Licensed Attorney, required
• CFP or Masters in Tax, preferred

Software

• Experience with Gosystems and BNA Tax Planner, preferred
• Experience with the Microsoft Office Suite, preferred

Language

• N/A

Additional Knowledge, Skills & Abilities

• Excellent verbal and written communication skills
• Detailed oriented
• Strong analytical, research and critical thinking skills
• Solid organizational skills, especially the ability to meet project deadlines with a focus on details
• Ability to successfully multi‑task while working independently or within a group environment
• Proven ability to work in a deadline‑driven environment and handle multiple projects simultaneously
• Ability to interact effectively with people at all organizational levels of the firm
• Basic knowledge of fundamental accounting, finance and tax principles
• General accounting knowledge and basic to intermediate tax knowledge
• General understanding of financial planning concepts
• Ability to effectively delegate work
• Capable of effectively developing and maintaining client relationships
• Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolution to clients

Salary

Individual salaries are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

California: $146,000 – $200,000

Colorado: $120,000 – $185,000

Maryland: $152,000 – $188,000

NYC/Long Island/Westchester: $175,000 – $205,000

Washington: $150,000 – $200,000

Washington DC: $156,000 – $200,000

Equal Opportunity Employer Statement

Equal Opportunity Employer, including disability/vets

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"