Tax Managing Director, Private Client Services
Job Summary
The Private Client Services Practice at BDO is a boutique practice offering high touch tax and financial consulting services to high net-worth individuals, families, family offices, C-Suite executives, athletes, and entertainers.
About the Role
A Tax Managing Director, Private Client Services (PCS) is responsible for leading tax and consulting engagements, teaching team members, and acting as the primary client contact. They also prioritize and review work to keep engagements on track, utilize strong analytical and critical thinking skills, and assist with firm contribution responsibilities.
Responsibilities
- Leads tax and consulting engagements and teaches team members the skills needed to identify and address client needs, tax planning, and consulting opportunities
- Provides Executive presence and acts as the primary client contact for preparation and presentation of issues and resolution to clients
- Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to preparers
- 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, clients, and advisors
- Prioritizes and reviews work to keep engagements on track
- Uses strong analytical, research, and critical thinking skills as well as decision-making skills to assist with client needs regarding individual and business decisions
- 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
Requirements
- Ten (10) or more years prior experience in accounting, finance, or law
- Expertise in the private client service area
- Prior supervisory experience
- Experience working in public accounting
- 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
- Software proficiency in Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat
- Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep)
- Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis)
Skills
- Initiative
- Ownership of career development
- Effective verbal and written communication
- Client service issue resolution
- Leadership
- Technical skills
- Business development
- People development
Qualifications
- Bachelor’s degree, major in Accounting, Finance, Economics, or Statistics, preferred
- Master’s degree in Accountancy or Taxation, preferred
Benefits
Details of benefits are available upon request.
Pay
California Range: $215,000 - $270,000
Colorado Range: $170,000 - $225,000
Illinois Range: $175,000 - $250,000
Maryland Range: $185,000 - $260,000
Massachusetts Range: $215,000 - $300,000
Minnesota Range: $170,000 - $250,000
New Jersey Range: $190,000 - $350,000
NYC/Long Island/Westchester Range: $230,000 - $350,000
Washington Range: $180,000 - $240,000
Washington DC Range: $190,000 - $300,000
Schedule
Details of schedule are available upon request.