Tax Managing Director, Private Client & Family Office Services

BDO USA•Denver, CO

About The Position

Job Summary: The Tax Managing Director, Private Client & Family Office Services (PCS-FOS) provides overall direction and oversight for the PCS-FOS Practice, including business development, practice development and client management. This role is expected to collaborate with firm leadership on overall approach and direction of the PCS-FOS Practice to ensure consistency with overall firm philosophy. The PCS-FOS Managing Director applies educational background, experience and industry knowledge of business issues, trends and economics on client work. This position is a critical part of the office's/region's leadership team. The PCS-FOS Managing Director leads and reviews the results of financial and advisory services of a given client engagement, is involved in supervision, "big-picture" problem solving and scheduling client projects to the appropriate personnel. In addition, this position is responsible for developing and mentoring PCS-FOS management and staff. The PCS-FOS Managing Director is responsible for marketing, networking and business development, as well as maintaining key client relationships. This role identifies, discusses and advises the client on key financial and non-financial performance measures, formulating and communicating a strategy plan and answering complex financial questions. The Managing Director also applies experience and knowledge of business processes to improve client internal controls and accounting procedures through process improvement suggestions.

Requirements

One of the following is required:
Bachelor’s degree and ten (10) or more years of experience performing general accounting transactions and functions, required; OR
High School Diploma and twelve (12) or more years performing general accounting transactions and functions with some supervisory and consultative or business advisory experience, required
Six (6) or more years of supervisory experience, required
Consultative or business advisory experience, required
Proficient in the use of the Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required
Excellent verbal and written communication skills
Strong analytical and advanced research skills
GAAP and TAX knowledge, financial statement presentation, and report writing
Strong organizational skills especially the ability to meet project deadlines with a focus on details
Capable of working in a demanding, deadline-driven environment while handling multiple projects simultaneously and managing a diverse staff to accomplish desired results
Direct and prioritize multiple teams to successfully execute on engagements
Manages relationships for large and complex clients
Capable of effectively managing a team of professionals and contributing to the professional development of assigned personnel
Strategically identifies with whom to build relationships at BDO to support their business; builds rapport and trust with other professionals easily; educates other professionals on the practice’s approach, services, and client value proposition
Ability to travel up to 10-15% of the time

Nice To Haves

Bachelor’s Degree in Accounting or Finance, preferred
MBA or Masters in Accountancy, preferred
Experience working with outsourced and/or delivery center operations, preferred
CPA certification, preferred
Experience utilizing industry standard accounting software such as Intuit’s QuickBooks Online (QBO), Xero, Sage Intacct, and BILL, preferred
Prior experience utilizing industry recognized accounting research tools, preferred
Comfortable with ambiguity, knows when to create clarity (or when clarity is possible) versus when to make progress without full definition
Takes personal accountability for work products and accepts constructive feedback to guide future actions
Knows what is required from a compliance perspective and what is considered a standard or best practice for the industry or business structure
Fully understands the finance and accounting functions performed for large and complex clients and common best practices/processes for how they operate, as well as how they interact; understands other business imperatives/functions (e.g. data security, internal controls, etc.) and how they can affect the finance and accounting functions; uses this knowledge to analyze the current structure of a client and identify what services or processes may be inefficient or missing, and where BDO can add value, as well as advise on best practices for their overall financial ecosystem
Presents with a high level of competence, confidence, and effectiveness in a variety of settings and to a variety of audiences; presents well to all levels of management, internally and with clients; communicates in a clear and concise manner, and uses impactful and memorable language to emphasize key points; persuades others to their points of view; self-aware – knows when an approach is not working and can change course immediately