BDO USA
Tax Managing Director, Private Client Services
BDO USA, Detroit, Michigan, United States, 48228
Tax Managing Director, Private Client Services
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Tax Managing Director, Private Client Services
role at
BDO USA
Overview 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 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.
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
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
Licenses & 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 to fill technical knowledge gaps
Takes joint responsibility for the success of the practice
Communication: expresses themselves effectively verbally and in writing; presents complex thoughts clearly
Leadership: manages KPIs and participates in practice matters such as recruitment, staff development, scheduling, and retention
Technical Skills: has expert knowledge in taxation for high net-worth individuals and families; applies standards; may present complex strategies to clients
Business Development: develops network of key financial decision makers and referral sources
People Development: supervises and trains employees; acts as Career Advisor; provides holistic feedback
Compensation Individual salaries offered are determined after consideration of qualifications, experience, skills, and geography. Examples of ranges: California $215,000-$270,000; Colorado $170,000-$225,000; Illinois $175,000-$250,000; Maryland $185,000-$260,000; Massachusetts $215,000-$300,000; Minnesota $170,000-$250,000; New Jersey $190,000-$350,000; NYC/Long Island/Westchester $230,000-$350,000; Washington $180,000-$240,000; Washington DC $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.
Equal Opportunity Equal Opportunity Employer, including disability/vets. All qualified applicants will receive consideration for employment 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
#J-18808-Ljbffr
Tax Managing Director, Private Client Services
role at
BDO USA
Overview 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 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.
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
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
Licenses & 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 to fill technical knowledge gaps
Takes joint responsibility for the success of the practice
Communication: expresses themselves effectively verbally and in writing; presents complex thoughts clearly
Leadership: manages KPIs and participates in practice matters such as recruitment, staff development, scheduling, and retention
Technical Skills: has expert knowledge in taxation for high net-worth individuals and families; applies standards; may present complex strategies to clients
Business Development: develops network of key financial decision makers and referral sources
People Development: supervises and trains employees; acts as Career Advisor; provides holistic feedback
Compensation Individual salaries offered are determined after consideration of qualifications, experience, skills, and geography. Examples of ranges: California $215,000-$270,000; Colorado $170,000-$225,000; Illinois $175,000-$250,000; Maryland $185,000-$260,000; Massachusetts $215,000-$300,000; Minnesota $170,000-$250,000; New Jersey $190,000-$350,000; NYC/Long Island/Westchester $230,000-$350,000; Washington $180,000-$240,000; Washington DC $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.
Equal Opportunity Equal Opportunity Employer, including disability/vets. All qualified applicants will receive consideration for employment 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
#J-18808-Ljbffr