Private Client Tax MD — Lead for High-Net-Worth Clients

BDO USA; Mobile (AL); On-site; USD 190,000 - 350,000; Full time

Benefits offered by this job

ESOP company

BDO Total Rewards

Benefits subject to eligibility

Job summary

BDO USA is a leading professional services firm providing tax and advisory services to high net-worth individuals and families. A Tax Managing Director in Private Client Services leverages education, leadership, and technical skills to deliver tax compliance and consulting to our PCS clients, while guiding the team and developing business relationships.

The role requires extensive knowledge of estate, gift, trust, and private company taxation, with a focus on complex client needs and strategic

Qualifications

• Bachelor’s degree required; major in Accounting, Finance, Economics, or Statistics preferred.
• Ten (10) or more years of experience in accounting, finance, or law; private client services expertise required.
• Prior supervisory experience; public accounting experience preferred.
• CPA, EA, or attorney credential, or equivalent, required; other certifications preferred.

Responsibilities

• Leads tax and consulting engagements and teaches their team the skills needed to identify and address client needs, tax planning, and consulting opportunities
• Provides Executive presence and acts as the primary client contact for preparation and presentation of issues and resolution to clients
• Reviews complex individual, trust, estate, S‑Corp, foundation, partnership, and gift tax returns and provides feedback
• Directs communication with government agencies for matters of the highest complexity
• Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership, clients, and advisors
• Expands their in‑depth understanding of tax concepts and knowledge through client engagements and current tax developments
• Prioritizes and reviews work to keep engagements on track
• Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance, and participation in CPE activities and training
• Builds new relationships and maintains existing relationships with BDO professionals and external sources
• Advises clients on tax implications and recommends alternative courses of action
• Manages and monitors KPI’s as established by the business line

Skills

Executive presence

Client relationship management

Tax planning

Leadership

Communication

Education

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

Master’s degree in Accountancy or Taxation

Tools

Microsoft Office

Adobe Acrobat

GoSystems

BNA Tax Planner

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoint

LexisNexis

Job description

BDO USA is a leading professional services firm providing tax and advisory services to high net-worth individuals and families. A Tax Managing Director in Private Client Services leverages education, leadership, and technical skills to deliver tax compliance and consulting to our PCS clients, while guiding the team and developing business relationships.

The role requires extensive knowledge of estate, gift, trust, and private company taxation, with a focus on complex client needs and strategic