BDO · 1 month ago
Tax Experienced Manager, Private Client Services
Seattle, WA, United States
Full-time
Onsite
Senior Level
$130K/yr - $145K/yr
6+ years expBDO is a firm offering high touch Private Client Services to high net-worth individuals and families. The Tax Experienced Manager is responsible for managing tax compliance and consulting engagements, supervising team members, and building client relationships.
AccountingBusiness DevelopmentFinancial ServicesOutsourcing
Responsibilities
Manages tax and consulting engagements and enhances skills identifying and addressing client needs, tax planning, and consulting opportunities
Works directly with clients and their advisors to gather information needed to prepare tax returns
Reviews individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and interns
Directs communication with government agencies for matters of the highest complexity
Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership
Develops and expands their understanding of tax concepts and knowledge through client engagements and current tax developments
Prioritizes and completes tasks both individually and as part of a team
Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training
Builds new relationships and maintains existing relationships with BDO professionals and external sources
Supervises associates and senior associates on all projects
Schedules and manages workload of associates and senior associates
Reviews work prepared by associates and senior associates and provide review comments
Trains Associates and Seniors how to use all current software tools
May act as a Career Advisor to associates and senior associates
Provides verbal and written performance feedback to associates and senior associates
Qualification
Required
Bachelor's degree
Six (6) or more years prior experience in accounting, finance, or law
Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (“EA”) credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations
Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat
Preferred
Major in Accounting, Finance, Economics, or Statistics
Master's degree in Accountancy or Taxation
Experience working in public accounting, or the private client service area
Possession of other professional degrees or certifications applicable to role
Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep)
Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis)
Company
BDO
BDO is the leading provider of professional services within the mid-tier of our profession.
10001+ employees
H1B Sponsorship
BDO 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 StageLeadership Team
Barbara Derus
Managing Partner South Central Region - Transfer Pricing
Benjamin Russell
Managing Partner, Transfer Pricing - East Region at BDO
Recent News
2025-10-22
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2025-10-21
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2025-10-09
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