Tax Managing Director, Private Client Services

Full-time

No

201 Plaza Real, Boca Raton, FL, 33432, US 300 S Orange Ave, Sarasota, FL, 34236, US 800 Brickell Ave, Miami, FL, 33131, US 200 E Broward Blvd, Fort Lauderdale, FL, 33301, US 200 E Las Olas Blvd, Fort Lauderdale, FL, 33301, US 101 N. Main Street, Greenville, SC, 29601, US 2000 S Colorado Blvd, Denver, CO, 80222, US 1801 California Street, Denver, CO, 80202, US 400 S. Hope Street, Los Angeles, CA, 90071, US 600 Anton Blvd, Costa Mesa, CA, 92626, US 5301 Wisconsin Ave, Washington, DC, 20015, US 8401 Greensboro Drive, McLean, VA, 22102, US 1919 Pennsylvania Ave. NW, Washington, DC, 20006, US 1800 Tysons Blvd, McLean, VA, 22102, US 100 Park Ave, New York, NY, 10017, US 114 W 47th St, Kansas City, MO, 64112, US 1111 Bagby St, Houston, TX, 77002, US 2929 Allen Parkway, Houston, TX, 77019, US 330 N Wabash Ave, Chicago, IL, 60611, US 330 North Wabash Avenue, Chicago, IL, 60611, US 55 E Monroe St, Chicago, IL, 60603, US 130 E Randolph St, Chicago, IL, 60601, US 191 North Wacker, Chicago, IL, 60606, US 1801 California Street, Denver, CO, 80202, US 600 Anton Blvd, Costa Mesa, CA, 92626, US 5301 Wisconsin Ave, Washington, DC, 20015, US 8401 Greensboro Drive, McLean, VA, 22102, US 1919 Pennsylvania Ave. NW, Washington, DC, 20006, US 1800 Tysons Blvd, McLean, VA, 22102, US

BDO is currently seeking a highly experienced and qualified Tax Managing Director for their Private Client Services practice in Fort Lauderdale, FL. This role offers a competitive salary range of $200,000 - $325,000, depending on qualifications and experience. As a leader in the private client service area, the Tax Managing Director will be responsible for providing tax compliance and consulting services to high net-worth individuals, families, and other clients with complex tax and financial structures. The ideal candidate will have a bachelor's degree in Accounting, Finance, Economics, or Statistics, and a master's degree in Accountancy or Taxation is preferred. They must also have at least 10 years of prior experience in accounting, finance, or law, with expertise in the private client service area and prior supervisory experience.

H1: Join Our Team as a Tax Managing Director in Fort Lauderdale, FL
H2: Competitive Salary Range of $200,000 - $325,000
H2: Private Client Services Practice
H2: High Net-Worth Clients
H2: Extensive Tax and Financial Experience
H2: Leadership Role on Office/Region Team
H2: Opportunity for Growth and Development
H2: Comprehensive Benefits Package
H2: Multiple Locations Across the US
H2: Apply Now to Join Our Team!

Bold Headlines:
- Tax Managing Director, Private Client Services
- Join Our Team in Fort Lauderdale, FL
- Competitive Salary Range of $200,000 - $325,000
- Leadership Role on Office/Region Team
- Extensive Experience with High Net-Worth Clients
- Comprehensive Benefits Package
- Multiple Locations Across the US
- Apply Now to Join Our 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


qualifications, knowledge, skills, and abilities:

education:

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. jurisdiction), or the equivalent of one of these designations, required
possession of other professional degrees or certifications applicable to role, preferred

software:

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, gofileroom, sureprep), preferred
experience with tax research tools (bna portfolio, cch intelliconnect, checkpoint and lexis nexis), preferred

language:

n/a

other knowledge, skills & abilities:

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, synthesizes them into works using 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 key performance indicators (kpi’s) as established by the business line
internally, behaves as part of the practice leadership group and is actively involved in practice matters such as recruitment, staff learning and development, scheduling, and retention
technical skills
develops an in-depth understanding of the technical and practical issues and opportunities for high net-worth individuals and their families; has expert knowledge of application of standards; recognized as industry expert in specialized field of taxation; use expertise to advise clients on tax implications and recommend alternative courses of action and identify different methods of compliance
introduces and develops new or improved ideas to improve the position of clients, the firm, or firm personnel, e. , by reducing taxes or expenses or providing non-tax benefits; may be required to present complex strategies to clients and prospective clients
business development
spends time developing their network of key financial decision makers, referral sources, and recruits
seizes opportunities for new professional contacts when presented; actively networks professionally outside of bdo
people development
supervises, develops and trains employees
acts as a career advisor; meets regularly with advisees, adding/updating goals as appropriate
delivers holistic feedback to others and advisees about their job performance and career growth; coaches others and advisees to help them develop their careers



individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography

Legal