Private Client Tax MD — High‑Net‑Worth Leadership

BDO USA

Boulder (CO)

On-site

USD 170,000 - 225,000

Full time

14 days+

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Job summary

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.

Responsibilities

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.

Skills

Communication skills

Leadership

Analytical skills

Research skills

Client management

Education

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

Master's degree in Accountancy or Taxation

Tools

Microsoft Office Suite (Word, Excel, PowerPoint)

Adobe Acrobat

GoSystems

BNA Tax Planner

GoFileRoom

SurePrep

Job description

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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