ZipRecruiter

Log In

1

Private Client Services Jobs (NOW HIRING)

BDO

Tax Manager, Private Client Services

Manhattan, NY · On-site

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 ...

BDO

Tax Manager, Private Client Services

Houston, TX · On-site

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 ...

BDO

Tax Manager, Private Client Services

Boston, MA · On-site

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 ...

BDO

Tax Manager, Private Client Services

Chicago, IL

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 ...

BDO USA

Tax Manager, Private Client Services

Boston, MA · On-site

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 ...

BDO

Tax Manager, Private Client Services

San Diego, CA · On-site

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 ...

Keiter

Tax Manager - Private Client Services

Glen Allen, VA

$103K - $135K/yr

Tax Manager - High Net Worth Due to recent growth in our Private Client Services group, Keiter is seeking a dynamic and client service-oriented individual to join our practice as a Tax Senior Manager ...

Keiter

Tax Manager - Private Client Services

Glen Allen, VA · On-site

$103K - $135K/yr

Tax Manager - High Net Worth Due to recent growth in our Private Client Services group, Keiter is seeking a dynamic and client service-oriented individual to join our practice as a Tax Senior Manager ...

next page

Showing results 1-20

All JobsPrivate Client Services Jobs

Private Client Services information

See salary details

$10

$22

$40

How much do private client services jobs pay per hour?

As of Jun 8, 2026, the average hourly pay for private client services in the United States is $22.40, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $25.00 per hour, depending on experience, location, and employer.

What are Private Client Services?

Private Client Services refer to a range of specialized financial services provided to high-net-worth individuals, families, and sometimes businesses. These services typically include wealth management, investment advisory, tax planning, estate planning, and sometimes concierge services. The goal is to help clients manage, grow, and protect their wealth through tailored solutions. Firms that offer Private Client Services may also provide personalized financial planning and access to exclusive investment opportunities. These services are delivered by dedicated professionals who understand the unique needs of affluent clients.

What is the difference between Private Client Services vs Wealth Management Advisor?

AspectPrivate Client ServicesWealth Management Advisor
CredentialsCertifications like CFP, CPA often preferredCFP, Series 7/66, CPA may be required
Work EnvironmentPrivate banks, boutique firms, financial advisory firmsFinancial institutions, banks, independent advisory firms
Employer & Industry UsageHigh-net-worth client focus, personalized servicesComprehensive financial planning, investment advice
Search & Comparison IntentFocus on personalized client services for high-net-worth individualsBroader financial planning and investment management

Private Client Services and Wealth Management Advisors both serve high-net-worth clients but differ mainly in scope. Private Client Services emphasizes personalized, relationship-driven support often within private banks, while Wealth Management Advisors provide comprehensive financial planning and investment advice across various financial institutions.

What are the key skills and qualifications needed to thrive in Private Client Services, and why are they important?

To succeed in Private Client Services, you need expertise in wealth management, tax planning, and financial advisory, usually supported by a degree in finance or accounting and relevant certifications such as CPA or CFP. Familiarity with portfolio management software, tax compliance systems, and financial planning tools is essential. Strong interpersonal skills, discretion, and a client-focused mindset distinguish top performers in this field. These capabilities are critical for building trust, delivering tailored financial solutions, and maintaining long-term client relationships.

How does a professional in Private Client Services typically collaborate with other departments within a firm?

Professionals in Private Client Services often work closely with tax advisors, legal teams, investment specialists, and estate planners to provide comprehensive solutions tailored to high-net-worth individuals. Collaboration is essential to ensure that all aspects of a client’s financial life—such as tax planning, wealth management, and estate structuring—are aligned and optimized. Regular interdisciplinary meetings and shared client strategy sessions are common, fostering an environment where expertise from multiple areas contributes to holistic client service.
More about Private Client Services jobs
What cities are hiring for Private Client Services jobs? Cities with the most Private Client Services job openings:
What states have the most Private Client Services jobs? States with the most job openings for Private Client Services jobs include:
What job categories do people searching Private Client Services jobs look for? The top searched job categories for Private Client Services jobs are:
Private Client Services jobs near you
Tax Manager, Private Client Services

Tax Manager, Private Client Services

BDO USA

Chicago, IL • On-site

Full-time

Posted 12 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!

Apply