Senior Tax Director, Private Client Services

BDO USA, Llp

Kalamazoo (MI)

On-site

USD 150,000 - 350,000

Full time

2 days ago

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Job summary

BDO USA, P.A. is seeking a Tax Managing Director for Private Client Services to lead tax compliance and consulting for high net-worth clients. The role emphasizes leadership, client management, and advanced tax strategy within a boutique PCS practice.

The candidate will oversee engagements, mentor staff, and partner with firm leadership to deliver sophisticated estate, gift, and trust tax planning. Strong relationship-building with clients and sources is essential, along with a track record in

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.

Responsibilities

Leads tax and consulting engagements and mentors the team.
Acts as primary client contact for preparation and resolution of issues.
Reviews complex tax returns including individual, trust, estate, and entity returns.
Directs communication with government agencies for high-complexity matters.
Performs advanced tax research and develops recommendations for PCS leadership and clients.