Tax Senior Manager, Private Client Services

BDO USA; San Antonio (TX); On-site; USD 140,000 - 190,000; Full time

Job summary

BDO USA is seeking a Tax Senior Manager for Private Client Services in the US. The role focuses on high net worth clients, providing tax compliance, planning, and consulting across personal income, estate, gift taxes, and ownership structures of client entities.

Candidate must have extensive public accounting experience, CPA or licensed attorney status, and strong leadership and client-relations skills. The position emphasizes supervision of staff and driving business development.

Qualifications

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

Responsibilities

• Reviews basic to complex individual and other tax returns.
• Identifies and performs research when needed and reports findings.
• Interacts directly with clients and their advisors.
• Assists with billing and cash collection activities, recruiting, and training.
• Manages client engagements and reviews team work.
• Identifies tax planning opportunities and cross-service opportunities.
• Leads development and mentoring of staff.

Skills

Tax concepts

Client communication

Tax research

Project management

Leadership

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

Job description

Tax Senior Manager, Private Client Services

Job Description

Job Summary:

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 and wealth retention strategies, as well as 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
• Other duties as required

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 all 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

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor’s degree in Accounting, required
• Master’s degree in Accounting or Taxation, preferred
• Addition 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/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

Other 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

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

California Range: $146,000 - $200,000
Colorado Range: $120,000 - $185,000
Maryland Range: $152,000 - $188,000
NYC/Long Island/Westchester Range: $175,000 - $205,000
Washington Range: $150,000 - $200,000
Washington DC Range: $156,000 - $200,000

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, all 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 are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by 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.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities

*Benefits may be subject to eligibility requirements.

• Locations 10999 IH-10W, San Antonio, TX, 78230, US