Senior Private Client Tax Director

BDO USA, LLP; Chicago (IL); On-site; USD 175,000 - 250,000; Full time

Benefits offered by this job

Bonus potential

Job summary

BDO USA, LLP's Private Client Services practice serves high net-worth individuals with complex tax and financial needs. The Tax Managing Director leads engagements, mentors teams, and maintains primary client relationships while guiding strategic tax planning and compliance for sophisticated clients.

This Illinois-based senior role requires extensive accounting and tax experience, CPA/EA or equivalent credentials, and strong leadership to drive business development and practice leadership within

Qualifications

• 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, Internal Revenue Service Enrolled Agent ("EA") credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, 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 key performance indicators (KPI's) as established by the business line
• Other duties as required

Education

Bachelor's degree

Master's degree in Accountancy or Taxation

Tools

GoSystems

GoFileRoom

SurePrep

Job description

BDO USA, LLP's Private Client Services practice serves high net-worth individuals with complex tax and financial needs. The Tax Managing Director leads engagements, mentors teams, and maintains primary client relationships while guiding strategic tax planning and compliance for sophisticated clients.

This Illinois-based senior role requires extensive accounting and tax experience, CPA/EA or equivalent credentials, and strong leadership to drive business development and practice leadership within