Private Client Tax MD — Wealth & Estate Planning

BDO USA, Llp; Grand Rapids (MI); On-site; USD 150,000 - 350,000; Full time

Job summary

BDO USA, LLP is seeking a Tax Managing Director for Private Client Services to lead engagement teams, provide client-facing guidance on complex tax matters, and drive business development in estate and gift planning for high-net-worth individuals. The role emphasizes leadership, advanced tax expertise, and strategic advisory capabilities.

The position requires a strong track record in private client services, supervisory experience, and CPA/EA/attorney qualifications, with the potential for

Qualifications

• Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
• Master's degree in Accountancy or Taxation, preferred
• Ten (10) or more years prior 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
• Certified Public Accountant credential, Enrolled Agent credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required
• Possession of other professional degrees or certifications applicable to role, preferred
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and Adobe Acrobat, required
• Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
• Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), 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 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

Analytical thinking

Tax knowledge

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, LLP is seeking a Tax Managing Director for Private Client Services to lead engagement teams, provide client-facing guidance on complex tax matters, and drive business development in estate and gift planning for high-net-worth individuals. The role emphasizes leadership, advanced tax expertise, and strategic advisory capabilities.

The position requires a strong track record in private client services, supervisory experience, and CPA/EA/attorney qualifications, with the potential for