Private Client Tax MD — High‑Net‑Worth Leadership

BDO USA

Boulder (CO)

Sur place

USD 170 000 - 225 000

Plein temps

14 jours+

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Résumé du poste

BDO USA in Colorado is seeking a highly experienced private client services professional to lead tax and consulting engagements for high-net-worth individuals and families. You will supervise associates, review complex returns, and develop strategies with clients, supporting firm leadership and cross‑functional teams.

The ideal candidate has a CPA/EA or equivalent, 10+ years in private client services, and proven supervisory experience in public accounting, with strong communication and

Qualifications

Ten years of experience in accounting, finance, or law, required.
Expertise in private client services, required.
Prior supervisory experience, required.
CPA/EA/license or equivalent credential required.

Responsabilités

Leads tax and consulting engagements and guides the team.
Acts as primary client contact for preparation and presentation of issues.
Reviews complex returns and provides feedback to preparers.
Directs communications with government agencies for high complexity matters.
Identifies issues, conducts research, and develops recommendations.

Connaissances

Communication skills

Leadership

Analytical skills

Research skills

Client management

Formation

Bachelor's degree in Accounting, Finance, Economics, or Statistics

Master's degree in Accountancy or Taxation

Outils

Microsoft Office Suite (Word, Excel, PowerPoint)

Adobe Acrobat

GoSystems

BNA Tax Planner

GoFileRoom

SurePrep

Description du poste

The ideal candidate has a CPA/EA or equivalent, 10+ years in private client services, and proven supervisory experience in public accounting, with strong communication and

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