Tax Managing Director, Private Client Services

JOB DESCRIPTION

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C‑Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. 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.

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. They are a critical member of the office/region leadership team.

• Lead tax and consulting engagements and teach team the skills needed to identify and address client needs, tax planning, and consulting opportunities
• Provide executive presence and act as the primary client contact for preparation and presentation of issues and resolution to clients
• Review complex individual, trust, estate, S‑Corp, foundation, partnership, and gift tax returns and provide written and verbal feedback to preparers
• Direct communication with government agencies for matters of the highest complexity
• Identify technical issues, conduct advanced tax research, and develop sound recommendations for PCS leadership, clients, and advisors
• Expand in‑depth understanding of tax concepts and knowledge through client engagements and current tax developments
• Prioritize and review work to keep engagements on track
• Utilize strong analytical, research and critical thinking skills as well as decision‑making skills to assist with client needs regarding individual and business decisions
• Assist with PCS/firm contribution responsibilities including billing, recruiting, attendance, and participation in CPE activities and training
• Build new relationships and maintain existing relationships with BDO professionals and external sources

• Supervise associates, senior associates and managers, as the situation dictates
• Review work prepared by associates and senior associates and provide review comments
• Act as a career advisor to associates, senior associates and managers
• Schedule and manage workload of associates, senior associates, and managers
• Provide 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 in the use of Microsoft Office Suite (specifically Word, Excel, and 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 and Lexis Nexis), preferred

N/A

• Initiative
  • Owns their own career and technical development; demonstrates self‑awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps
  • Takes joint responsibility for the success of the practice
• Communication
  • Expresses themselves effectively verbally and in writing; takes complex thoughts,…