Tax Managing Director, Private Client Services ESOP Leader

BDO USA, LLP; Troy (MI); Presencial; USD 200.000 - 260.000; Jornada completa

Descripción de la vacante

BDO USA, LLP is seeking an experienced Senior Tax professional to lead private client services engagements for high net-worth individuals and families. This role involves evaluating complex tax structures, supervising teams, and communicating with clients and government agencies to resolve highly technical issues.

The position requires extensive experience in tax consulting within public accounting, a CPA/EA/Attorney designation or equivalent, and strong analytical abilities.

Formación

• Ten (10) or more years prior experience in accounting, finance, or law.
• Expertise in the private client service area.
• Prior supervisory experience.
• Experience working in public accounting.
• Bachelor's degree is required; major in Accounting, Finance, Economics, or Statistics.
• Master's degree in Accountancy or Taxation preferred.
• CPA, Enrolled Agent, Attorney or equivalent required.
• Strong knowledge of tax concepts and client advisory capabilities.

Responsabilidades

• Leads tax and consulting engagements and mentors team.
• Acts as primary client contact for issues preparation and presentation.
• Reviews complex returns and provides feedback to preparers.
• Directs communications with government agencies on complex matters.
• Identifies technical issues and performs advanced tax research.
• Builds relationships with clients and external sources.
• Oversees KPI monitoring and performance metrics.
• Supports PCS/firm contributions including billing and training.
• Performs business development and presents complex strategies.

Conocimientos

Tax planning

Client communication

Leadership

Supervisory experience

Research and analytics

Networking

Educación

Bachelor's degree in Accounting/Finance/Economics/Statistics

Master's degree in Accountancy/Taxation

Herramientas

Microsoft Office

Adobe Acrobat

GoSystems

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoint

LexisNexis

Descripción del empleo

BDO USA, LLP is seeking an experienced Senior Tax professional to lead private client services engagements for high net-worth individuals and families. This role involves evaluating complex tax structures, supervising teams, and communicating with clients and government agencies to resolve highly technical issues.

The position requires extensive experience in tax consulting within public accounting, a CPA/EA/Attorney designation or equivalent, and strong analytical abilities.