Tax MD, Private Client Services — HNW Tax Strategy

BDO USA, Llp; Port Reading (NJ); On-site; USD 190,000 - 350,000; Full time

Benefits offered by this job

ESOP

Total Rewards benefits

Job summary

BDO USA, Llp in Private Client Services seeks a Tax Managing Director to lead tax compliance and consulting for high net-worth clients, families, and executives. The role is part of the office leadership team and emphasizes client service, leadership, and business development.

Responsibilities include supervising engagements, reviewing complex returns, and expanding advisory services while maintaining strong relationships with clients and referral sources; the position requires CPA/EA/attorney

Qualifications

• Bachelor's degree required; major in Accounting, Finance, Economics, or Statistics.
• Master's degree in Accountancy or Taxation preferred.
• Ten (10) or more years of experience in accounting, finance, or law, required; expertise in private client services.
• Prior supervisory experience; experience in public accounting preferred.
• CPA/EA/Attorney credentials or equivalent required.

Responsibilities

• Leads tax and consulting engagements and mentors the team to address client needs and opportunities.
• Acts as primary client contact for preparation and presentation of issues and resolutions.
• Reviews complex returns for individuals, trusts, estates, S-corps, foundations, partnerships, and gifts; provides feedback to preparers.
• Directs communications with government agencies on high-complexity matters.
• Identifies issues, conducts tax research, and develops recommendations for PCS leadership and clients.
• Expands knowledge through client engagements and current tax developments.
• Prioritizes work to keep engagements on track.
• Assists with PCS/firm contributions including billing, recruiting, and training.

Skills

Executive presence

Leadership

Communication

Time management

Business development

Education

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

Master's degree in Accountancy or Taxation

Tools

Microsoft Office

GoSystems

GoFileRoom

CCH IntelliConnect

LexisNexis

Job description

BDO USA, Llp in Private Client Services seeks a Tax Managing Director to lead tax compliance and consulting for high net-worth clients, families, and executives. The role is part of the office leadership team and emphasizes client service, leadership, and business development.

Responsibilities include supervising engagements, reviewing complex returns, and expanding advisory services while maintaining strong relationships with clients and referral sources; the position requires CPA/EA/attorney