Private Client Tax MD — Senior Leader

BDO USA; Ridgeland (MS); On-site; USD 150,000 - 350,000; Full time

Job summary

BDO is seeking a Tax Managing Director for Private Client Services in the United States. The role focuses on leading tax engagements, delivering sophisticated planning, and mentoring a team to serve high net-worth individuals and families.

Strong client contact and deep technical tax acumen are essential. The position requires extensive experience in private client services, supervisory responsibilities, and a track record in public accounting.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or Statistics required.
• Master’s degree in Accountancy or Taxation preferred.
• Ten (10) or more years of experience in accounting, finance, or law required.
• Expertise in the private client service area required.
• Prior supervisory experience required.
• Experience working in public accounting preferred.
• CPA/EA/Attorney or equivalent credential required.

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 written and verbal feedback to preparers.
• 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.
• Utilizes strong analytical, research and critical thinking skills as well as decision-making skills to assist with client needs regarding individual and business decisions.
• 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.
• Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel.
• May be required to present complex strategies to clients and prospective clients.
• Advises clients on tax implications and recommend alternative courses of action and identify different methods of compliance.
• Manages and monitors KPI’s as established by the business line.
• Other duties as required

Skills

Executive presence

Client communication

Leadership

Tax planning

Tax research

Billing & budgeting

Business development

Mentoring

Education

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

Master’s degree in Accountancy or Taxation

Tools

GoSystems

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoint

LexisNexis

Job description

BDO is seeking a Tax Managing Director for Private Client Services in the United States. The role focuses on leading tax engagements, delivering sophisticated planning, and mentoring a team to serve high net-worth individuals and families.

Strong client contact and deep technical tax acumen are essential. The position requires extensive experience in private client services, supervisory responsibilities, and a track record in public accounting.