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 maintaining client relationships.

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
• Utilizes 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 and Adobe Acrobat
• Experience with tax compliance process software and tax research tools

Qualifications

• Bachelor’s degree, major in Accounting, Finance, Economics, or Statistics
• Master’s degree in Accountancy or Taxation preferred

Skills

• Strong analytical, research, and critical thinking skills
• Effective verbal and written communication skills
• Ability to manage workload and prioritize tasks
• Leadership and supervisory skills
• Technical skills in tax concepts and research

Benefits

Details on benefits are provided in the "About Us" section.

Pay

Individual salaries are determined based on various factors including qualifications, experience, skills, and location. Please refer to the "California Range," "Colorado Range," etc., for specific salary ranges.

Schedule

Details on schedule are provided in the "About Us" section.