Tax Experienced Manager, Private Client Services
NEW YORK, NYJobSeen 2 days agoSeen in employer's feed 2 days ago
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Job overview
The Tax Experienced Manager, Private Client Services provides tax compliance and consulting services to high-net-worth clients. The role manages engagements, works with clients and their advisors, reviews tax returns, conducts advanced tax research, and supervises associates and senior associates. The practice serves individuals and families with complex tax and financial structures, including estate, income, gift, and trust tax matters.
Skills & qualifications
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Full job description
Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of 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 Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.Job Description: * 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 sourcesSupervisory Responsibilities: * 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 associatesQualifications, Knowledge, Skills, and Abilities:Education: * Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred * Master's degree in Accountancy or Taxation, preferred Experience: * Six (6) or more years prior experience in accounting, finance, or law, required * Experience working in public accounting, or the private client service area, preferredLicense/Certifications: * 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, required * Possession of other professional degrees or certifications applicable to role, preferredSoftware: * Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required * Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred * Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferredLanguages: * N/AOther Knowledge, Skills & Abilities: * Initiative * Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps * Manages client engagements, supervises, and reviews work of team members * Communication * Expresses themselves ef
How this job compares
Set against the 3,323 open Tax Manager jobs on Olive Jobs, counted November 3, 2026.
- Pay
- This postingNot listed
- New York median$109–218K/yr162 salary ranges
- US median$90–120/hr101 hourly ranges
- Openings
- Olive Jobs lists 284 open Tax Manager jobs in New York and 3,323 across the US. 2% of them nationwide are listed as remote or flexible.
- Experience
- This posting asks for at least 6 years of experience; Tax Manager postings that state a minimum ask for 5 years at the median (3,209 postings).
- Education
- This posting asks for a bachelor's degree; 2,968 of the 3,323 open Tax Manager jobs (89%) ask for a bachelor's degree or higher.
Counted across the open, public US postings on Olive Jobs on November 3, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.
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