Tax Senior Manager, Private Client Services

Tax Senior Manager, Private Client Services

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Job Overview

Private Client Services at BDO is a boutique practice within our firm, specializing in serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, and others with complex tax and financial structures. Our expertise covers 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, identifying client needs and opportunities for tax planning and consulting.
• Serve as the primary client contact, presenting issues and solutions with professionalism and confidence.
• Review complex tax returns across various entities and provide feedback to preparers.
• Communicate with government agencies on complex matters.
• Conduct advanced tax research, identify technical issues, and develop recommendations.
• Enhance your tax knowledge through client engagements and current developments.
• Prioritize and review work to ensure timely completion.
• Utilize analytical and decision-making skills to assist clients with individual and business decisions.
• Contribute to firm initiatives including billing, recruiting, and training.
• Build and maintain relationships with clients, professionals, and external sources.

Supervisory Responsibilities

Qualifications

Skills and Abilities

Additional Information

Salary ranges vary by location, e.g., California : $146,000 - $200,000. We are committed to diversity and inclusion, offering a flexible, supportive work environment with growth opportunities. BDO is an ESOP company, sharing financial success with employees.

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