Tax Managing Director, Private Client Services

BDO USA•Fort Lauderdale, FL

About The Position

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 their high net-worth clients. They are a critical member of the office/region leadership team.

Requirements

Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, 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
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
Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required

Nice To Haves

Master’s degree in Accountancy or Taxation, preferred
Experience working in public accounting, preferred
Possession of other professional degrees or certifications applicable to role, preferred
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

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
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