Tax Managing Director, Private Client Services

About the role

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.

Responsibilities

• Leads tax and consulting engagements and teaches their team 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
• Expands their in-depth understanding of tax concepts and knowledge through client engagements and current tax developments
• 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
• Aids in building new relationships and maintaining existing relationships with BDO professionals and external sources
• Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel
• May be required to present complex strategies to clients and prospective clients
• Advises clients on tax implications and recommend alternative courses of action and identify different methods of compliance
• Manages and monitors key performance indicators (KPI’s) as established by the business line

Requirements

• 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
• 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)

Qualifications

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

Skills

• Strong analytical, research and critical thinking skills
• Decision-making skills
• Effective verbal and written communication skills
• Ability to prioritize and manage workload
• Ability to develop new ideas and improve the practice
• Ability to build and maintain relationships with clients and colleagues

Benefits

Details about benefits are available upon request.

Pay

Details about pay are available upon request.

Schedule

Details about schedule are available upon request.