Tax Managing Director, Private Client Services

Min 10 yrs required

Full-time

No

200 S. Orange Ave., Sarasota, FL, 34236, US 201 N Franklin St, Tampa, FL, 33602, US 350 Royal Palm Way, Palm Beach, FL, 33480, US 200 S. Orange Ave., Sarasota, FL, 34236, US
Travel Required Yes
Employment Type Experienced Hire
Degree Required Bachelor's Degree
Country United States
State Florida
City Fort Lauderdale
Office Location Fort Lauderdale

BDO, a leading global accounting and advisory firm, is seeking a highly experienced and qualified Tax Managing Director for our Private Client Services practice. This individual will be responsible for providing tax compliance and consulting services to our high net-worth clients, and will be a critical member of the office/region leadership team.

Key Responsibilities:

- Leads tax and consulting engagements, providing guidance and mentorship to team members
- Acts as the primary client contact for presenting and resolving tax issues
- Reviews complex tax returns and provides feedback to preparers
- Communicates with government agencies on complex matters
- Identifies technical issues, conducts tax research, and provides recommendations to clients and advisors
- Expands knowledge through client engagements and staying current with tax developments
- Prioritizes and reviews work to keep engagements on track
- Utilizes strong analytical, research, and decision-making skills to assist clients with tax and financial decisions
- Contributes to the firm through billing, recruitment, and participation in professional development activities
- Builds and maintains relationships with BDO professionals and external sources

Qualifications:

- Bachelor's degree in Accounting, Finance, Economics, or Statistics required; Master's degree in Accountancy or Taxation preferred
- 10+ years of experience in accounting, finance, or law required
- Expertise in private client services required
- Prior supervisory experience required; experience in public accounting preferred
- CPA, EA, or Attorney credential required; other professional degrees or certifications preferred
- Proficient in Microsoft Office Suite and tax compliance process software; experience with tax research tools preferred

Key Skills and Abilities:

- Takes initiative in career and technical development
- Communicates effectively, both verbally and in writing
- Demonstrates leadership skills and actively contributes to practice matters
- Develops in-depth understanding of technical and practical issues for high net-worth individuals and families
- Actively networks and develops relationships with key financial decision makers and recruits
- Supervises, develops, and trains employees
- Actively participates in performance feedback and career development for team members

Salary Information:

Individual salaries offered are based on various factors, including qualifications, experience, skills, and location. The following ranges are provided for reference:

- California: $200,000 - $325,000
- New York City/Valhalla: $200,000 - $245,000
- Washington: $115,000 - $300,000

About BDO:

BDO is a top accounting and advisory firm, providing assurance, tax, and financial advisory services to clients around the world. With industry-specific practices, a global network, and a commitment to meeting clients' needs, BDO serves over 400 publicly traded domestic and international clients. As a member of BDO International, the world's fifth largest accounting network, BDO brings world-class resources and exceptional service to every client.

Total Rewards Package:

In addition to traditional benefits, BDO offers a competitive Total Rewards package that includes:

- Competitive pay and annual performance bonus
- 401k plan with employer match
- Comprehensive medical, dental, vision, and prescription insurance
- Paid time off and holidays
- Paid parental leave and adoption assistance
- Firm-paid life insurance
- Wellness programs
- Additional offerings such as BDO Flex, Group Legal insurance, Pet insurance, and Long-Term Care Insurance

To find out more about BDO and our Total Rewards package, click here.

Job Information:

- Job ID: 4480
- Job Category: Generalist
- Posting Date: 02/20/2024, 12:23 AM
- Application Deadline: 02/19/2025, 12:23 AM
- Schedule: Full-time
- Locations: Multiple offices in Florida
- Travel: Yes
- Employment Type: Experienced Hire
- Degree: Bachelor's degree required
- Country: United States
- State: Florida
- City: Fort Lauderdale
- Office Location: Fort Lauderdale

Not specified

Competitive pay and annual performance bonus, 401k with employer match, comprehensive medical/dental/vision insurance, FSA, prescription insurance, paid time off and holidays, paid parental leave, adoption assistance, life insurance, wellness programs, BDO Flex, group legal insurance, pet insurance, long-term care insurance

Not specified

Tax Compliance, Tax Consulting, Estate Planning, Income Tax, Gift Tax, Trust Tax, Charitable Giving, Philanthropic Foundations, Executive Compensation, Cash-Flow Planning, Retirement Planning, Life Insurance Planning, Leadership, Communication, Time Management, Business Development, People Skills, Analytical Skills, Research Skills, Critical Thinking, Decision-Making, Technical Skills, Supervision, Performance Management, Career Development, Networking, Client Service, Staff Development, Tax Research, Tax Software, Microsoft Office Suite, Adobe Acrobat

Bachelor's degree in Accounting, Finance, Economics, or Statistics (preferred); Master's degree in Accountancy or Taxation (preferred)

Interested candidates can apply through the BDO website or by contacting the BDO recruitment team.

Qualification and Experience Bachelor's degree in Accounting, Finance, Economics, or Statistics (preferred); Master's degree in Accountancy or Taxation (preferred); 10+ years of experience in accounting, finance, or law; expertise in private client services; prior supervisory experience; experience in public accounting (preferred)

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