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 for complex issues and resolutions.

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

• Strong analytical, research, and critical thinking skills
• Decision-making skills
• Effective verbal and written communication
• Leadership and supervisory skills
• Technical skills in tax concepts and knowledge
• People development and coaching skills

Qualifications

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

Benefits

Details about 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 about schedule are available upon request.

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).