Tax Senior Manager, Private Client Services

In this role you lead tax compliance and consulting for high net-worth clients within BDO's Private Client Services. You act as the primary client contact, guide complex returns, and provide strategic tax planning while developing client relationships. You'll supervise staff, conduct advanced tax research, and collaborate with cross-functional teams to deliver high-quality service. This position offers meaningful impact by shaping tax solutions for families, executives, and foundations within a supportive, growth-focused firm.

• ESOP company
• Total Rewards benefits
• opportunities for career growth
• meaningful work and community impact
• leaders invested in your success

• Manage tax and consulting engagements and identify client needs and opportunities
• Serve as primary client contact for issue resolution and presentation of findings
• Review complex returns (individual, trust, estate, S-Corp, foundation, partnership, gift) and provide feedback
• Direct communications with government agencies on highly complex matters
• Conduct advanced tax research and develop recommendations for PCS leadership, clients, and advisors
• Expand knowledge through client engagements and tax developments
• Prioritize and review work to keep engagements on track
• Assist with PCS/firm contributions including billing, recruiting, and training
• Build and maintain relationships with BDO professionals and external sources
• Supervise and review staff and provide performance feedback
• Train staff on software tools and act as Career Advisor
• Schedule and manage workload of associates and seniors
• Deliver holistic feedback and coach for career growth
• Engage in business development and network with key decision makers

• Seven or more years of accounting, finance, or law experience
• Experience in private client service area
• Prior supervisory experience
• CPA/EA/Attorney (or equivalent) credential
• Proficiency with Microsoft Office and tax software tools (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep) or equivalent
• Ability to lead client engagements and manage complex tax issues
• Strong communication and leadership skills
• Experience in public accounting preferred

• Executive presence
• strong communication (verbal and written)
• relationship building
• Tax compliance and planning
• Advanced tax research
• Software: GoSystems, BNA Tax Planner, GoFileRoom, SurePrep