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

BDO; Nashville (TN); On-site; USD 180,000 - 350,000; Full time

Benefits offered by this job

ESOP ownership

Multiple TN office locations

Job summary

BDO is seeking a Tax Managing Director for Private Client Services in Nashville, TN. The role leads tax engagements for high net-worth clients, guiding complex tax planning and compliance.

You will supervise associates, manage client relationships, and contribute to business development within a boutique PCS practice. The position emphasizes leadership, executive presence, and deep knowledge of estate, gift, and trust tax planning, with broad exposure to multi-entity structures and

Qualifications

• Bachelor's degree required; Master's degree preferred.
• Ten (10) or more years of experience in accounting, finance, or law; private client service expertise.
• CPA/EA/Attorney credentials or equivalent recommended.

Responsibilities

• Lead tax engagements and mentor team members.
• Serve as primary client contact for complex issues.
• Review complex returns and provide guidance to preparers.

Skills

Leadership

Client communications

Tax consulting

Time management

People development

Education

Bachelor's degree in Accounting or related

Master's degree in Accountancy or Taxation

Tools

GoSystems

BNA Tax Planner

GoFileRoom

SurePrep

Microsoft Office

Adobe Acrobat

Job description

BDO is seeking a Tax Managing Director for Private Client Services in Nashville, TN. The role leads tax engagements for high net-worth clients, guiding complex tax planning and compliance.

You will supervise associates, manage client relationships, and contribute to business development within a boutique PCS practice. The position emphasizes leadership, executive presence, and deep knowledge of estate, gift, and trust tax planning, with broad exposure to multi-entity structures and