Tax Managing Director, Private Client Services

Min 10 yrs required

Full-time

No

Locations 8401 Greensboro Drive, McLean, VA 22102, United States
Travel Required Yes


Job Title: Tax Managing Director, Private Client Services
Experience: 10+ years in accounting, finance, or law with expertise in private client services
Salary Information:
- California: $200,000 - $325,000
- New York City/Valhalla: $200,000 - $245,000
- Washington: $115,000 - $300,000

Department: Private Client Services
Location: McLean, VA, United States

Job Summary:
BDO's Private Client Services is a boutique practice within the firm, serving high net-worth individuals, families, family offices, C-Suite executives, athletes, and entertainers. The Private Client Services Practice offers a high touch approach and extensive experience in estate, income, gift, and trust tax consulting and compliance, charitable giving and philanthropic foundations, executive compensation, and cash-flow, retirement, and life insurance planning.

Job Description:

As a Private Client Services (PCS) Tax Managing Director, you will utilize your educational background, professional experience, and skills in communication, time management, leadership, technical expertise, business development, and people management to provide tax compliance and consulting services to high net-worth clients. You will also play a critical role as a member of the office/region leadership team.

Key Responsibilities:
- Lead tax and consulting engagements and mentor team members on client needs, tax planning, and consulting opportunities
- Act as the primary client contact and present complex issues and resolutions
- Review complex tax returns and provide feedback to preparers
- Communicate with government agencies for complex matters
- Identify technical issues and provide recommendations to PCS leadership, clients, and advisors
- Stay updated on tax developments and expand knowledge through client engagements
- Prioritize and review work to ensure timely completion of engagements
- Utilize analytical, research, and critical thinking skills to assist clients with individual and business decisions
- Contribute to PCS and firm responsibilities such as billing, recruiting, and attending CPE activities and training
- Build and maintain relationships with BDO professionals and external sources

Supervisory Responsibilities:
- Supervise associates, senior associates, and managers when needed
- Review work prepared by team members and provide feedback
- Act as a Career Advisor and schedule and manage workload of team members
- Provide performance feedback to team members

Qualifications, Knowledge, Skills, and Abilities:

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

Experience:
- 10+ years of experience in accounting, finance, or law
- Expertise in private client services
- Prior supervisory experience
- Experience in public accounting (preferred)

License/Certifications:
- Certified Public Accountant (CPA), Internal Revenue Service Enrolled Agent (EA), Attorney (admitted to practice in a . jurisdiction), or equivalent designation (required)
- Possession of other professional degrees or certifications applicable to the role (preferred)

Software:
- Proficient in Microsoft Office Suite (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)

Other Knowledge, Skills & Abilities:
- Initiative: takes ownership of career and technical development, and actively pursues learning opportunities
- Communication: effectively expresses complex thoughts verbally and in writing, and maintains regular communication with clients
- Leadership: manages and monitors key performance indicators, and actively participates in practice matters such as recruitment and staff development
- Technical Skills: has in-depth knowledge of tax concepts and applies standards to advise clients, and introduces new ideas to improve client outcomes
- Business Development: develops a network of key financial decision makers and actively networks professionally
- People Development: supervises, develops, and trains employees, and acts as a Career Advisor to team members

About Us:
At BDO, we value individuality and offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and making a positive difference in the world. Our purpose of helping people thrive every day is at the heart of everything we do. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives and empowering our team members to explore their full potential.

BDO is an ESOP company, reflecting a culture that puts people first. Our professionals provide assurance, tax, and advisory services for clients in the . and over 160 countries. We are the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP), offering employees a stake in the firm's success through beneficial ownership and the chance to grow their wealth over time. We are committed to delivering exceptional outcomes for our people, clients, and communities through our focus on diversity, resilience, and sustainability.

Equal Opportunity Employer, including disability/vets. Click here to find out more!

Job Info:
- Job Identification: 3895
- Job Category: Generalist
- Posting Date: 04/22/2024, 11:49 PM
- Job Schedule: Full time
- Locations: 8401 Greensboro Drive, McLean, VA 22102, United States
- Travel Required: Yes

Not specified

Flexible work schedule, opportunities for advancement, holistic feedback, coaching for career growth, employee stock ownership plan, comprehensive compensation and Total Rewards benefits, annual allocation to ESOP fully funded by BDO, diversity and inclusion initiatives, focus on resilience and sustainability

Not specified

Communication, Time Management, Leadership, Technical Skills, Business Development, People Skills, Analytical, Research, Critical Thinking, Decision-making

Bachelor's degree in Accounting, Finance, Economics, or Statistics, Master's degree in Accountancy or Taxation

Interested candidates can apply through the BDO website or through a job search platform such as Indeed or LinkedIn.

Qualification and Experience Bachelor's degree in Accounting, Finance, Economics, or Statistics, Master's degree in Accountancy or Taxation, Ten or more years of experience in accounting, finance, or law, Expertise in private client service area, Prior supervisory experience, Experience working in public accounting, Certified Public Accountant credential, Internal Revenue Service Enrolled Agent credential, Attorney admitted to practice in a U.S. jurisdiction, or equivalent professional designation

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