Tax Manager, Private Client Services
BDO USAHouston, Texas, United States • Dallas, Texas, United States • San Antonio, Texas, United States
Posted February 20, 2025
115000 - 160000 USD year
Full Time
About the Company
BDO USA provides assurance, tax, and advisory services to help middle market companies achieve exceptional outcomes.
Job Description
BDO is seeking a Tax Manager, Private Client Services to provide tax compliance and consulting services to high-net-worth individuals and families. The role involves managing engagements, reviewing tax returns, and developing strategies for estate, income, gift, and trust tax planning. BDO emphasizes a high-touch approach and offers opportunities for professional development and client engagement.
Requirements
- Bachelor’s degree (required)
- Master’s degree in Accounting or Taxation, preferred
- Five (5) or more years of prior experience in accounting, finance, or law, required
- 5-10 years of experience with public accounting/private client service, preferred
- Licensed/Certified Public Accountant credential, Internal Revenue Service Enrolled Agent credential, Attorney (U.S. jurisdiction), or equivalent required
Benefits
- Employee Stock Ownership Plan (ESOP)
- Comprehensive compensation package
- Flexibility and opportunities for advancement
- A culture centered around making meaningful connections
- Approachability and responsiveness