Tax Manager, Private Client Services
$120,000–$127,000 year
On-site · Boston, Massachusetts, United States
Job Summary
Tax Manager, Private Client Services at BDO leads tax compliance and consulting engagements for high net-worth clients, coordinating with clients and advisors, reviewing returns (individual, trust, estate, S-Corp, foundation, partnership, and gift), and directing complex tax matters. The role emphasizes leadership, client relationship development, staff supervision and training, and ongoing professional development, with responsibilities including billing, CPE participation, and cross‐service opportunities. Key skills include advanced tax research, communication, business development, people management, and proficiency with tax software/tools (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep) and tax research platforms (LexisNexis, CCH IntelliConnect, Checkpoint). Required qualifications include a Bachelor's degree (Master’s preferred), 5+ years of relevant experience, and professional credentials (CPA/EA/Attorney) or equivalent. Salary ranges for locations such as MA are $120,000–$127,000 annually, with Boston listed as the location.
Required Qualifications
- Bachelor’s degree in Accounting, Finance, Economics, or Statistics required
- Master’s degree in Accountancy or Taxation preferred
- Five (5) or more years prior experience in accounting, finance, or law required
- CPA credential, Enrolled Agent credential, Attorney admitted to practice in US jurisdiction, or equivalent required
- Proficiency in Microsoft Office and Adobe Acrobat required
- Experience with tax compliance software and tax research tools preferred
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