Tax Managing Director, Private Client Services

Min 10 yrs required

Full-time

No

Locations McLean, VA
Job Number 3895
Job Expiration Date 05/22/2024, 11:49 PM
Job ID 3895
Job Posting Location McLean, VA
Job Posting Department Private Client Services

BDO, a leading global accounting and advisory firm, is seeking a highly experienced Tax Managing Director to join our Private Client Services (PCS) practice in McLean, VA. As a critical member of the office/region leadership team, the Tax Managing Director will utilize their expertise in tax compliance and consulting services to serve our high net-worth clients. With a focus on building relationships, providing exceptional client service, and developing team members, this role offers a unique opportunity for career growth and impact.

Private Client Services (PCS) at BDO is a boutique practice within our firm, offering a high touch approach to serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, and entertainers. With extensive experience in estate, income, gift, and trust tax consulting and compliance, charitable giving, executive compensation, and cash-flow planning, our PCS team is dedicated to providing tailored and comprehensive services to our clients.

As a Tax Managing Director, you will:

Lead tax and consulting engagements, utilizing your expertise to identify and address client needs, tax planning, and consulting opportunities
Act as the primary client contact, providing executive presence and presenting issues and resolutions to clients
Review complex tax returns and provide written and verbal feedback to preparers
Direct communication with government agencies for complex matters
Identify technical issues, conduct advanced tax research, and develop sound recommendations for clients and advisors
Expand your understanding of tax concepts and knowledge through client engagements and current tax developments
Prioritize and review work to keep engagements on track
Utilize strong analytical, research, and critical thinking skills to assist clients with individual and business decisions
Assist with PCS/firm contribution responsibilities, including billing, recruiting, and participation in CPE activities and training
Build and maintain relationships with BDO professionals and external sources

The ideal candidate will have:

Bachelor’s degree in Accounting, Finance, Economics, or Statistics; Master’s degree in Accountancy or Taxation preferred
Ten or more years of experience in accounting, finance, or law, with expertise in private client services
Prior supervisory experience
CPA, EA, or Attorney credentials required; other professional degrees or certifications preferred
Proficiency in Microsoft Office Suite and experience with tax compliance process software and research tools
Strong communication skills, both verbal and written
Leadership abilities, including managing and monitoring key performance indicators and actively participating in practice matters
Technical skills, including an in-depth understanding of high net-worth individual and family tax issues, recognized as an industry expert in specialized field of taxation
Business development skills, including developing a network of key financial decision makers and referral sources
People development skills, including supervising, developing, and training employees and acting as a career advisor

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. We are committed to delivering exceptional and sustainable outcomes for our people, clients, and communities through our culture of making meaningful connections, approaching interactions with curiosity, and being true to ourselves. As an ESOP company, we value our people and share our growth with our . team through beneficial ownership and opportunities for financial well-being. Our benefits package includes an ESOP, comprehensive compensation, and Total Rewards benefits, and a commitment to diversity and inclusion.

Join BDO and make a positive difference in the world while growing your career. Apply now to become our next Tax Managing Director in Private Client Services.

Not specified

Flexible work schedule, opportunities for advancement, ESOP company, comprehensive compensation and Total Rewards benefits offerings, fully funded annual allocation to ESOP by BDO, diverse perspectives and understanding, team member empowerment, industry knowledge and experience, resilient and sustainable focus, equal opportunity employer

Not specified

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

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

Interested candidates can apply through the BDO website or through a job search engine. They may be required to submit a resume, cover letter, and other relevant documents.

Qualification and Experience Bachelor's Degree in Accounting, Finance, Economics, or Statistics, Master's Degree in Accountancy or Taxation (preferred), Ten or more years of experience in accounting, finance, or law, Expertise in private client service area, Prior supervisory experience, Experience in public accounting (preferred), Certified Public Accountant (CPA) credential, Internal Revenue Service Enrolled Agent (EA) credential, Attorney (admitted to practice in a U.S. jurisdiction), or equivalent designation, Possession of other professional degrees or certifications applicable to role (preferred)

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