Senior Financial Planning Manager

1 week ago


Seattle, Washington, United States Disability Solutions Full time
Job Summary: Private Client Services at BDO is a high-touch boutique practice that serves high net-worth individuals, their families, and family offices. Our team offers comprehensive tax consulting and compliance services, including estate, income, gift, and trust tax planning. As a Tax Senior Manager, you will provide expert guidance on complex tax matters, ensuring our clients receive personalized support and peace of mind.

A key member of our Private Client Services team, you will manage client engagements, supervise staff, and review work to ensure exceptional quality and timeliness. Your technical expertise, leadership skills, and strong communication abilities will be instrumental in building and maintaining relationships with clients and colleagues alike.

To succeed in this role, you will possess a deep understanding of tax concepts, as well as excellent analytical, research, and critical thinking skills. You will also be adept at navigating complex tax laws and regulations, with the ability to identify opportunities for tax savings and develop sound recommendations for clients and stakeholders.

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