Senior Private Client Tax MD for HNW Advisory

BDO USA; Kalamazoo (MI); On-site; USD 170,000 - 250,000; Full time

Job summary

BDO USA in Kalamazoo is seeking a Tax Managing Director for its Private Client Services. This leadership role requires extensive experience and strong analytical skills to provide tax compliance and consulting for high-net-worth clients.

Responsibilities include overseeing tax engagements, reviewing complex returns, and advising clients on compliance strategies. A bachelor’s degree in relevant fields is essential, alongside necessary credentials like CPA or EA.

Competitive salary ranges apply based on location, emphasizing the importance of this strategic position.

Qualifications

• Ten or more years of experience in accounting, finance, or law.
• Experience in private client services.
• Supervisory experience required.

Responsibilities

• Lead tax and consulting engagements and manage client relationships.
• Review complex tax returns and provide feedback.
• Conduct advanced tax research.

Skills

Tax planning

Client relationship management

Analytical thinking

Leadership

Education

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

Master’s degree in Accountancy or Taxation

Tools

Microsoft Office Suite

Tax compliance software

Job description

BDO USA in Kalamazoo is seeking a Tax Managing Director for its Private Client Services. This leadership role requires extensive experience and strong analytical skills to provide tax compliance and consulting for high-net-worth clients.

Responsibilities include overseeing tax engagements, reviewing complex returns, and advising clients on compliance strategies. A bachelor’s degree in relevant fields is essential, alongside necessary credentials like CPA or EA.

Competitive salary ranges apply based on location, emphasizing the importance of this strategic position.