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Bdo Estate Trust Jobs (NOW HIRING)

Kositzka Wicks and Co

Tax Season Intern

Richmond, VA · On-site

... estates, trusts, non-profit organizations, and employee benefit plans. Our diverse client base ... KWC is an independent member of the BDO Alliance USA, a nationwide association of independently ...

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$27.5K

$53.8K

$88.5K

How much do bdo estate trust jobs pay per year?

As of Jun 12, 2026, the average yearly pay for bdo estate trust in the United States is $53,753.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $64,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Estate and Trust professional at BDO, and why are they important?

To thrive as an Estate and Trust professional at BDO, you need a strong background in tax law, estate planning, and accounting, often supported by a CPA, JD, or TEP designation. Familiarity with tax preparation software, trust management systems, and compliance tools is typically required. Exceptional client service, attention to detail, and strong communication skills help professionals build trust and navigate complex family and financial situations. These skills ensure accurate, compliant, and tailored solutions for clients' estate and trust needs, enhancing client satisfaction and firm reputation.

Do BDO employees work from home?

BDO estate trust employees' work arrangements vary by role and location, but many positions offer flexible or remote work options, especially for administrative and support functions. Employees typically need to be available during standard business hours and may require access to company systems and tools for remote work.

How well does BDO pay?

BDO Estate Trust employees' pay varies based on role, experience, and location. Generally, salaries are competitive within the industry, and the company may offer benefits such as bonuses and incentives. Compensation is often reviewed periodically to remain aligned with market standards.

Is BDO better than Deloitte?

BDO and Deloitte are both large professional services firms offering audit, consulting, and advisory roles, including positions like BDO Estate Trust. Deloitte is generally larger with a broader global presence and a wider range of services, which can impact career growth and opportunities. The better choice depends on individual career goals, preferred work environment, and specific job roles within each firm.

Is BDO considered Big 4?

BDO is not considered part of the Big 4 accounting firms, which include Deloitte, PwC, EY, and KPMG. BDO is a separate global network of accounting and consulting firms, often classified as a second-tier firm in the industry. For a BDO estate trust professional, understanding the firm's position can influence client expectations and career development opportunities.

What are BDO Estate Trust services?

BDO Estate Trust services refer to a range of professional solutions offered by BDO, a global accounting and advisory firm, to help individuals and families manage, protect, and transfer their wealth and assets. These services include estate planning, trust administration, tax planning, and fiduciary services designed to ensure that assets are distributed according to the client's wishes while minimizing tax liabilities and legal complications. BDO's estate trust professionals work closely with clients to create customized strategies that address complex family and financial situations.

What are the typical responsibilities of a professional working in BDO's Estate Trust team, and how do they interact with clients and other departments?

Professionals in BDO's Estate Trust team are responsible for managing client estates, administering trusts, and ensuring compliance with legal and tax requirements. Their day-to-day work involves communicating with beneficiaries, coordinating with legal and tax advisors, and maintaining meticulous records. Team members often collaborate closely with other internal departments, such as tax advisory and wealth management, to provide holistic solutions. This role requires strong interpersonal skills, attention to detail, and the ability to navigate complex regulatory environments while maintaining client trust and confidentiality.
Infographic showing various Bdo Estate Trust job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $53,753 per year, or $25.8 per hour.
Tax Manager, Private Client Services

Tax Manager, Private Client Services

BDO USA

Chicago, IL • On-site

Full-time

Posted 16 days ago

Job description

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 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 Duties:
  • Manages tax and consulting engagements and enhance skills allowing you to identify and address 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 your understanding of tax concepts and knowledge through client engagements and current tax developments
  • Prioritizes and completes tasks both individually and with 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 sources

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:
Education:
  • Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
  • Master's degree in Accountancy or Taxation, preferred

Experience:
  • Five (5) or more years prior experience in accounting, finance, or law, required
  • Experience working in public accounting, or the private client service area, preferred

License/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, preferred

Software:
  • 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), preferred

Languages:
  • N/A

Other 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 effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
    • Maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work
    • Resolves client service issues in a timely and acceptable manner
  • Leadership
    • Supports a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality work
    • Ability to act as primary client contact for return preparation and coordination with client and engagement team on other client tax matters
  • Business Development
    • Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO
    • Involves firm specialists and other business lines to increase cross service opportunities
  • People Development
    • Supervises, develops, and trains employees
    • Acts as a mentor to associates and senior associates
    • Provides verbal and written performance feedback to associates and senior associates

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $112,000 - $150,000
Colorado Range: $111,500 - $130,000
Illinois Range: $105,000 - $130,000
Maryland Range: $113,000 - $120,000
Massachusetts Range: $120,000 - $127,000
Minnesota Range: $90,000 - $120,000
New Jersey Range: $115,000 - $140,000
Ohio Range: $105,000 - $150,000
NYC/Long Island/Westchester Range: $125,000 - $155,000
Washington Range: $110,000 - $125,000
Washington DC Range: $120,000 - $140,000
About Us
Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
  • Welcoming diverse perspectives and understanding the experience of our professionals and clients
  • Empowering team members to explore their full potential
  • Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
  • Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
  • Focus on resilience and sustainability to positively impact our people, clients, and communities
  • BDO Total Rewards that encompass so much more than traditional "benefits." Click here to find out more!

*Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
Click here to find out more!

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