Tax Senior Manager, Private Client Services jobs in United States
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BDO USA · 8 hours ago

Tax Senior Manager, Private Client Services

positionNashville, TN
timeFull-time
remoteHybrid
senioritySenior Level
money$146K/yr - $200K/yr
date7+ years exp

BDO USA is a leading accounting and advisory organization that values individuality and impactful work. They are seeking a Tax Senior Manager in Private Client Services to provide tax compliance and consulting services to high net worth clients, manage client engagements, and supervise team members.

AccountingConsultingFinancial Services
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H1B Sponsor Likelynote

Responsibilities

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
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

Qualification

Tax complianceTax consultingCPAPublic accounting experienceGosystemsBNA Tax PlannerAnalytical skillsClient relationship managementCommunication skillsOrganizational skills

Required

Bachelor's degree in Accounting
Seven (7) or more years of public accounting and private client services experience
CPA or Licensed Attorney
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

Preferred

Master's degree in Accounting or Taxation
Addition Juris Doctorate (JD) or Master of Laws (LLM) in Taxation
Public accounting experience working in the private client area
CFP or Masters in Tax
Experience with Gosystems and BNA Tax Planner
Experience with the Microsoft Office Suite

Benefits

Employee Stock Ownership Plan (ESOP)
Flexibility and opportunities for advancement
Comprehensive compensation and Total Rewards benefits

Company

BDO USA

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BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.
dateFounded in 1910
location
Chicago, Illinois, USA
people-size10001+ employees
web-link
https://www.bdo.com/

H1B Sponsorship

BDO USA has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)

Funding

Current Stage
Late Stage
Total Funding
$1.3B
Key Investors
Apollo
2023-08-15Debt Financing· $1.3B

Leadership Team

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Catherine Moy
Chief People Officer
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Cristin Boynton
Principal, Tax Automation & Innovation
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