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About the Role
As a Tax Managing Director in Private Client Services (PCS), you will provide tax compliance and consulting services to high net-worth clients, leveraging your expertise in estate, income, gift, and trust tax. You will be a key member of the office/region leadership team, guiding your team and serving as the primary client contact.
Responsibilities
- Lead tax and consulting engagements, teaching team members essential skills.
- Serve as the primary client contact, presenting issues and resolutions.
- Review complex tax returns and provide feedback to preparers.
- Direct communication with government agencies on complex matters.
- Identify technical issues, conduct advanced tax research, and develop recommendations.
- Expand understanding of tax concepts through client engagements and current developments.
- Prioritize and review work to ensure engagements remain on track.
- Utilize analytical, research, and critical thinking skills to assist clients with individual and business decisions.
- Assist with practice contribution responsibilities including billing, recruiting, and training.
- Build and maintain relationships with BDO professionals and external sources.
- Introduce and develop new or improved ideas to benefit clients and the Firm.
- Present complex strategies to clients and prospective clients.
- Advise clients on tax implications and recommend alternative courses of action.
- Manage and monitor key performance indicators (KPIs).
- Supervise associates, senior associates, and managers.
- Review work prepared by junior staff and provide comments.
- Act as a Career Advisor to associates, senior associates, and managers.
- Schedule and manage the workload of associates, senior associates, and managers.
- Provide performance feedback to associates, senior associates, and managers.
Requirements
- Bachelor's degree in Accounting, Finance, Economics, or Statistics.
- Master's degree in Accountancy or Taxation preferred.
- Ten or more years of prior experience in accounting, finance, or law.
- Expertise in the private client service area.
- Prior supervisory experience.
- Experience working 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 required.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and Adobe Acrobat.
- Experience with tax compliance process software preferred.
- Experience with tax research tools preferred.
- Demonstrates self-awareness and actively pursues learning opportunities.
- Takes joint responsibility for practice success.
- Expresses oneself effectively verbally and in writing.
- Communicates status to clients effectively and resolves service issues promptly.
- Behaves as part of the practice leadership group and participates in practice matters.
- Develops an in-depth understanding of technical and practical issues for high net-worth individuals and their families.
- Possesses expert knowledge of standards application.
- Recognized as an industry expert in a specialized field of taxation.
- Develops a network of key financial decision makers, referral sources, and recruits.
- Actively networks professionally outside of BDO.
Skills
- Communication
- Time management
- Leadership
- Technical tax knowledge
- Business development
- People skills
- Executive presence
- Analytical skills
- Research skills
- Critical thinking skills
- Decision-making skills
- Advanced tax research
- Written communication
- Verbal communication
- Networking
Location
- California
- Colorado
- Illinois
- Maryland
- Massachusetts
- Minnesota
- New Jersey
- Ohio
- NYC/Long Island/Westchester
- Washington
- Washington DC
Work Type
- Full-time
Experience Level
- Ten (10) or more years prior experience
- Prior supervisory experience
Education Level
- Bachelor's degree
- Master's degree in Accountancy or Taxation
Salary/Compensations
- California Range: $215,000 - $270,000
- Colorado Range: $170,000 - $225,000
- Illinois Range: $175,000 - $250,000
- Maryland Range: $185,000 - $260,000
- Massachusetts Range: $215,000 - $300,000
- Minnesota Range: $170,000 - $250,000
- New Jersey Range: $190,000 - $350,000
- Ohio Range: $150,000 - $300,000
- NYC/Long Island/Westchester Range: $230,000 - $350,000
- Washington Range: $180,000 - $240,000
- Washington DC Range: $190,000 - $300,000
Benefits
- ESOP company offering participants a stake in the firm’s success.
- Comprehensive compensation and Total Rewards benefits offerings.
- BDO Total Rewards encompass more than traditional benefits.
About the Company
- Private Client Services at BDO is a boutique practice offering a high-touch approach to high net-worth individuals, families, family offices, C-Suite executives, athletes, and entertainers.
- BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world.
- BDO values the ability to apply generative and agentic AI solutions to develop work products, improve workflows, and identify potential risks, emphasizing professional judgment in validating AI-generated outputs.
- BDO is an ESOP company, offering participants a stake in the firm’s success and enhancing financial well-being.
Equal Opportunity
- Equal Opportunity Employer, including disability/vets