Tax Senior Manager, Private Client Services

About the role

Private Client Services at BDO is a boutique practice serving high net‑worth individuals, families, family offices, C‑Suite executives, athletes, entertainers, and others with complex tax and financial structures. The practice handles estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash‑flow, retirement, and life insurance planning. A Tax Senior Manager, Private Client Services provides tax compliance and consulting services, leveraging education, experience, communication, time management, leadership, technical, business development, and people skills.

Responsibilities

• Manages tax and consulting engagements, identifies and addresses client needs, tax planning, and consulting opportunities.
• Provides executive presence and acts as the primary client contact for preparation and presentation of issues and resolutions.
• Reviews complex individual, trust, estate, S‑Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to preparers.
• Directs communication with government agencies on matters of highest complexity.
• Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership, clients, and advisors.
• Expands understanding of tax concepts through client engagements and current tax developments.
• Prioritizes and reviews work to keep engagements on track.
• Utilizes strong analytical, research, critical thinking, and decision‑making skills to assist with client needs regarding individual and business decisions.
• 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; reviews their work and provides review comments.
• Trains associates and seniors on current software tools.
• Acts as a Career Advisor to associates and senior associates.
• Schedules and manages workload of associates and senior associates.
• Provides verbal and written performance feedback to associates and senior associates.