Tax Managing Director (Pcs)

BDO Melville , NY 11747

Posted 4 weeks ago

Job Summary

BDO's Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.

The Tax Managing Director (PCS) is responsible for providing tax and consulting services to our high net worth clients as well as managing, developing and growing the local Private Client Services practice.

Qualifications

Education:

  • Bachelors degree in Accounting or other relevant field required

  • Masters degree in Accounting or Taxation preferred

Experience:

  • Ten (10) or more years of public accounting experience working in the private client area, i.e. working on individual, estate, partnership, S-corporation, trust, and private foundation tax/consulting clients required

License/Certifications:

  • CPA certification required

  • Certified financial planning license or Professional financial planning license preferred

Software:

  • Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat

  • Experience with tax research databases such as BNA and RIA

  • Familiar with tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers

Other Knowledge, Skills & Abilities:

  • Ability and desire to implement business development strategies and expand the Private Client Services practice in the local market

  • Superior verbal and written communication skills

  • Ability to effectively delegate work as needed

  • Strong analytical, research and critical thinking skills as well as decision-making skills

  • Capacity to work well in a team environment

  • Capable of developing and managing a team of tax professionals

  • Ability to compose written tax advice

  • Capable of effectively developing and maintaining client relationships

  • Demonstrates an executive presence and the ability to act as primary client contact for preparation and presentation of issues and resolutions to clients

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Tax Managing Director (Pcs)

BDO