Senior Private Client Tax MD — Wealth Advisory

BDO USA; Denver (CO); On-site; USD 170,000 - 225,000; Full time

Job summary

BDO USA’s Private Client Services group delivers high‑touch tax and financial guidance to high‑net‑worth individuals and their families, including executives and family offices. The practice covers estate, gift and trust tax planning, charitable giving, executive compensation, and complex cash‑flow and retirement strategies.

We are seeking a senior leader to manage engagements, supervise staff, deepen client relationships, and present sophisticated tax strategies to clients and prospects.

Qualifications

• Bachelor’s degree required in Accounting/Finance/Economics/Statistics.
• Master’s degree in Accountancy or Taxation preferred.
• CPA/EA/Attorney or equivalent credential required.
• Ten+ years of experience in accounting/finance/law.
• Experience in private client services with prior supervisory experience.

Responsibilities

• Leads tax and consulting engagements and mentors team members.
• Acts as primary client contact for preparation and presentation of issues.
• Reviews complex returns (individual, trust, estate, partnerships) and provides feedback.
• Interacts with government agencies on complex matters.
• Performs advanced tax research and recommends actions to PCS leadership.
• Develops in‑depth understanding of tax concepts for high‑net‑worth clients.
• Prioritizes work to keep engagements on track and communicates progress.
• Uses analytical skills to support client decisions and tax planning.
• Contributes to PCS initiatives including billing, recruitment, and training.
• Builds relationships with clients and external sources.
• Presents sophisticated strategies to clients and prospects.

Skills

Client communication

Leadership

Tax expertise

Networking

Analytical thinking

Education

Bachelor’s degree (Accounting/Finance/Economics/Statistics)

Master’s degree in Accountancy/Taxation

Tools

Microsoft Office

Adobe Acrobat

GoSystems

GoFileRoom

SurePrep

BNA Tax Planner

BNA Portfolio

CCH IntelliConnect

Checkpoint

LexisNexis

Job description

BDO USA’s Private Client Services group delivers high‑touch tax and financial guidance to high‑net‑worth individuals and their families, including executives and family offices. The practice covers estate, gift and trust tax planning, charitable giving, executive compensation, and complex cash‑flow and retirement strategies.

We are seeking a senior leader to manage engagements, supervise staff, deepen client relationships, and present sophisticated tax strategies to clients and prospects.