BDO USA
Tax Managing Director, Private Client Services
BDO USA, Denver, Colorado, United States, 80285
Tax Managing Director, Private Client Services
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Tax Managing Director, Private Client Services
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BDO USA . 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. 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. 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 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 Supervisory Responsibilities
Ability to supervise associates, senior associates and managers, as the situation dictates Reviews work prepared by associates and senior associates and provide review comments Acts as a Career Advisor 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 Education, Qualifications, Knowledge, Skills & Abilities
Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred Master’s degree in Accountancy or Taxation, preferred Experience
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 License/Certifications
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 Software
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and Adobe Acrobat, required Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred Other Knowledge, Skills & Abilities
Initiative Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in technical knowledge gaps Takes joint responsibility for the success of the practice Communication Expresses themselves effectively verbally and in writing; synthesizes complex thoughts into clear, concise language, and presents a cohesive narrative Communicates status to the client in line with the frequencies the client desires; resolves client service issues in a timely and acceptable manner Leadership Manages and monitors KPIs as established by the business line Acts as part of the practice leadership; involved in recruitment, staff development, scheduling, and retention Technical Skills Develops in-depth understanding of technical issues and opportunities for high net-worth individuals; expert knowledge of standards; recognized as industry expert; advises clients and identifies alternative methods of compliance Introduces and develops new ideas to improve client position or firm efficiency Business Development Develops network of key financial decision makers and referral sources; actively networks outside of BDO People Development Supervises, develops and trains employees; acts as Career Advisor; delivers holistic feedback; coaches others Individual salaries offered are determined based on qualifications, experience, skills, and geography. 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 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. 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. The ESOP is a compelling addition to our compensation and Total Rewards benefits offerings. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. We pride ourselves on welcoming diverse perspectives, empowering team members, and our focus on resilience and sustainability. Equal Opportunity Employer, including disability/vets. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, disability or protected veteran status. BDO USA, P.A. is an EO employer M/F/Veteran/Disability
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Join to apply for the
Tax Managing Director, Private Client Services
role at
BDO USA . 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. 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. 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 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 Supervisory Responsibilities
Ability to supervise associates, senior associates and managers, as the situation dictates Reviews work prepared by associates and senior associates and provide review comments Acts as a Career Advisor 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 Education, Qualifications, Knowledge, Skills & Abilities
Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred Master’s degree in Accountancy or Taxation, preferred Experience
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 License/Certifications
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 Software
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and Adobe Acrobat, required Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred Other Knowledge, Skills & Abilities
Initiative Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in technical knowledge gaps Takes joint responsibility for the success of the practice Communication Expresses themselves effectively verbally and in writing; synthesizes complex thoughts into clear, concise language, and presents a cohesive narrative Communicates status to the client in line with the frequencies the client desires; resolves client service issues in a timely and acceptable manner Leadership Manages and monitors KPIs as established by the business line Acts as part of the practice leadership; involved in recruitment, staff development, scheduling, and retention Technical Skills Develops in-depth understanding of technical issues and opportunities for high net-worth individuals; expert knowledge of standards; recognized as industry expert; advises clients and identifies alternative methods of compliance Introduces and develops new ideas to improve client position or firm efficiency Business Development Develops network of key financial decision makers and referral sources; actively networks outside of BDO People Development Supervises, develops and trains employees; acts as Career Advisor; delivers holistic feedback; coaches others Individual salaries offered are determined based on qualifications, experience, skills, and geography. 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 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. 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. The ESOP is a compelling addition to our compensation and Total Rewards benefits offerings. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. We pride ourselves on welcoming diverse perspectives, empowering team members, and our focus on resilience and sustainability. Equal Opportunity Employer, including disability/vets. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, disability or protected veteran status. BDO USA, P.A. is an EO employer M/F/Veteran/Disability
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