Website BDO USA

At BDO, we are cultivating a culture where our professionals thrive in their work of providing middle market leaders with insight-driven perspectives and assurance, tax, and advisory services, helping companies take business as usual to better than usual.

About The Job

Job Summary:

  • The Tax Manager, Private Client & Family Office Services manages the full life cycle of all assigned finance and accounting outsource engagements.
  • Responsibilities include proposal development, staff assignment and oversight, final work product review, and overall portfolio financial performance.
  • In addition, the PCS-FOS Manager is responsible for client relationship management, including regularly meeting with the client and assigned staff, reporting financial information and making financial management recommendations, timely billing, and resolution of client issues.
  • In this role, Tax Manager, Private Client & Family Office Services is charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the tax policy.
  • In addition, the Private Client & Family Office Manager will be involved in the marketing, networking, and business development within an area of expertise and specialization and may be asked to provide written tax advice to clients.

Supervisory Responsibilities:

  • Supervises associates and senior associates on all projects
  • Reviews work prepared by associates and senior associates and provide review comments
  • Trains Associates and Seniors how to use all 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


Qualifications, Knowledge, Skills and Abilities:

  • One of the following is required:
  • Bachelor’s degree, focus in Accounting or Finance, preferred AND six (6) or more years of experience performing general accounting transactions and functions, required; OR
  • Seven (7) or more years performing general accounting transactions and functions with some supervisory and consultative or business advisory experience without a degree, required
  • MBA or other relevant advanced degree (Masters in Accountancy), preferred


  • Two (2) or more years of supervisory experience, preferred
  • Experience working with outsourced and/or delivery center operations, preferred
  • Consultative or business advisory experience, preferred


  • CPA certification, preferred


  • Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required
  • Experience utilizing industry standard accounting software and BDODrive platform software such as Intuit’s QuickBooks Online (QBO), Microsoft NAV and, preferred
  • Prior experience utilizing industry recognized accounting research tools, preferred
  • SEI Archway and Qvinchi, preferred

National Range: $90,000 – $125,000

Colorado Range: $95,000 – $125,000

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