Tax Manager, Private Client Services

BDO • Milwaukee, Wisconsin, United States • Posted June 16, 2026

Location Milwaukee, Wisconsin
Job Type Full-time
Category Financial Specialists
Posted June 16, 2026

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 e...
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