Tax Managing Director, Private Client Services

Overview

Private Client Services at BDO is a boutique practice within our firm. We offer a high‑touch approach, serving high‑net‑worth individuals, their families, family offices, C‑Suite executives, athletes, entertainers, and others with complex tax and financial structures. The 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 Managing Director, Private Client Services (PCS) 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. The Tax Managing Director is a critical member of the office/region leadership team.

• 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
• 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
• 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 recommends alternative courses of action and identifies different methods of compliance
• Manages and monitors key performance indicators (KPIs) as established by the business line
• Other duties as required

• Supervises associates, senior associates and managers, as the situation dictates
• Reviews work prepared by associates and senior associates and provides review comments
• Acts as a career adviser to associates, senior associates and managers
• Schedules and manages workload of associates, senior associates, and managers
• Provides verbal and written performance feedback to associates, senior associates and managers

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

• Ten (10) or more years prior experience in accounting, finance, or law, required
• Expertise in the private client service area, required
• Prior supervisory experience, required
• Experience working in public accounting, preferred

• 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, required
• Possession of other professional degrees or certifications applicable to role, preferred

• Proficient with Microsoft Office Suite (Word, Excel, PowerPoint) and Adobe Acrobat, required
• Experience with tax compliance process software (GoSystems, BNA Tax Planner, Go File Room , Sure Prep), preferred
• Experience with tax research tools (BNA Portfolio, CCH Intelli Connect, Checkpoint, Lexis Nexis), preferred

• Owns…