Tax Manager, Private Client Services
bdo internationalBrooklyn, NY
Tax Manager, Private Client Services
L5
bdo internationalBrooklyn, NYtoday
Overview:
In this role you support high net-worth clients through tax compliance and advisory work within BDO’s Private Client Services. You will manage engagements, supervise staff, and collaborate with clients and their advisors to deliver tailored tax solutions across estates, trusts, gifts, and executive compensation. You’ll tackle complex issues, perform advanced tax research, and contribute to business development and leadership within the PCS team. The position offers a path to greater responsibility in a values-driven, ESOP-enabled culture. You’ll work with cross-functional teams to deliver impactful, sustainable outcomes for clients and the firm. Compensation / Benefits ESOP ownership flexibility and advancement opportunities Total Rewards benefits meaningful connections and culture pursuit of professional development supportive, diverse environment
Responsibilities:
Manage tax and consulting engagements, identifying client needs and opportunities Gather information from clients and advisors to prepare tax returns Review returns for individuals, trusts, estates, S-Corps, foundations, partnerships, and gifts with feedback Direct communications with government agencies on high-complexity matters Conduct advanced tax research and develop recommendations for PCS leadership Expand tax knowledge through client engagements and current developments Prioritize and complete tasks individually and with teams Support PCS/firm contributions including billing, recruiting, and CPE/training Build and maintain client relationships with BDO professionals and external sources Supervise and review work of associates and seniors Train associates on software tools Act as Career Advisor to associates and seniors Schedule and manage workload of associates and seniors Provide performance feedback to associates and seniors
Key requirements:
Five or more years of experience in accounting, finance, or law Experience in public accounting or private client service preferred CPA, EA, attorney (licensed) or equivalent designation required Proficient in Microsoft Office; familiarity with tax software and research tools preferred Bachelor's degree required; Master's preferred Experience with relevant tax compliance software and research tools preferred Effective verbal and written communication Leadership and mentoring Client relationship management Proficiency with Microsoft Office (Word, Excel, PowerPoint) and Adobe Acrobat GoSystems, BNA Tax Planner, GoFileRoom, SurePrep BNA Portfolio, CCH IntelliConnect, Checkpoint, LexisNexis
Apply now (opens in a new tab)
Level
SeniorL5
Location
Brooklyn, NY
Occupation
Tax Preparers
Industry
Tax Preparation Services
Posted
today
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