Tax Managing Director, Private Client Services

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. Job Duties:

Coordinates and performs tax planning, preparation and research for high net worth individuals and related business, trusts, estates, and charitable entities Oversees client engagements, supervises and reviews work of staff members, and works closely with clients as well as internal managers and partners Consults with high net worth clients with written tax advice or responses to IRS inquiries Coordinates with national Private Client Services team as well as communicating and implementing initiatives in the local practice office Actively grows Private Client Services practice in the local market through business development initiatives Tax Compliance Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (TQM) Conducts top level review of tax filings and resolves all tax issues with client; involves specialists where appropriate Manages engagements to achieve engagement management metrics and practices hands-on client service delivery Responsible for overall client service by encouraging team’s adherence to TQM policies (including engagement letters, documentation, etc.) Research Identifies when research is needed; clearly and concisely frames issues to be researched; and reports the analysis Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process Involves technical reviewers for written tax advice in an area of expertise, as applicable to role Strategy Development Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g.by reducing taxes or expenses or providing non-tax benefits Presents complex strategies to clients and prospective clients Other duties as required Supervisory Responsibilities: Builds a team of professionals by training and working together to serve our high net worth clients with timely responses to their needs Supervises Associates, Senior Associates and Managers on all projects Reviews work prepared by Associates, Senior Associates and Managers and provides review comments Ensures that Associates and Senior Associates are trained on all current software tools Acts as a Career Advisor to Associates, Senior Associates and Managers Manages workload of Associates, Senior Associates and Managers Provides verbal and written performance feedback to Associates, Senior Associates and Managers Qualifications, Knowledge, Skills and Abilities: Education: Bachelors degree in Accounting, 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, required Experience with tax research databases such as BNA and RIA , required Familiar with tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers, required 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 About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team.

BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings.

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

Welcoming diverse perspectives and understanding the experience of our professionals and clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets