Managing Director, Family Office Services

Job description

Tax Managing Director, Family Office Services

Posted 3 days ago. Be among the first 25 applicants.

Job Summary

The Tax Managing Director, Private Client & Family Office Services (PCS-FOS) provides overall direction and oversight for the PCS-FOS Practice, including business development, practice development and client management. The role collaborates with firm leadership on overall approach to ensure consistency with overall firm philosophy. The Managing Director leads and reviews the results of financial and advisory services, is involved in supervision, problem solving, and scheduling client projects to appropriate personnel. Additionally responsible for developing and mentoring PCS-FOS management and staff.

Client Service Delivery

Oversee the full‑life cycle of all assigned engagements, providing technical expertise in finance and accounting

Identify opportunities for technological and process improvements, construct business cases, develop technical arguments, and persuade leadership on adopting new approaches

Facilitate discovery meetings with large and complex clients, using open‑ended questions to identify their objectives and financial information

Design integrated solutions for large and complex clients, avoiding locking into a single solution and identifying when services outside PCS‑FOS are needed

Determine the cost of building out a solution, calculate benefits, use the pricing process, and propose fixed‑fee based on scope

Advise client leadership on technical accounting issues, financial policies and procedures, and financial management issues

Periodically review solutions with clients to ensure alignment with current business state and communicate future vision

Lead clients through business changes and facilitate change‑management process

Maintain strong relationships and understand tax planning considerations for various business entities, and refer tax related matters to Core Tax and Specialty Tax Services

Business Development

Achieve business‑development goals through strategy and service offerings targeted for various industries

Maintain sales pipeline and enter prospect data into CRM

Participate in roadmap and strategic planning process

Develop compelling proposals and negotiate contract terms

Evaluate client risk and approve statements of work

Leverage relationships with firm colleagues and BDO Alliance partners to pursue opportunities

Cross‑sell to existing clients and identify new prospects

Developing Others

Foster a culture of change and accountability

Train team members to perform analytics and forecasting

Provide career advice and professional growth opportunities

Evaluate performance and set goals aligned with firm objectives

Monitor staffing levels and manage resources

Practice Management & Administration

Lead the practice area, set goals, define projects, and delegate appropriately

Ensure timely billing and collection, monitor practice metrics

Understand practice P&L and financial metrics

Create strategic plans aligned with firm objectivesAccurately scope new projects and develop fee estimates

Monitor Net Promoter Scores and improve client service

Review engagement economics and adjust for continuous improvement

Manage practice lifecycle from forecasting to collections

Research

Identify when research is needed and report findings

Develop research methodology for engagement teams

Strategy Development

Develop new or improved ideas to reduce client taxes or expenses

Present complex strategies to clients and prospects when required

Other Duties

Travel up to 25% of the time

Other duties as required

Supervisory Responsibilities

Guide and supervise all PCS‑FOS personnel

Education & Qualifications

Required: Bachelor’s degree in Accounting or Finance and 10+ years of general accounting experience, or 12+ years of accounting experience without a degree.

Preferred: MBA or advanced accounting degree.

Experience

At least 6 years of supervisory experience

Consultative or business advisory experience

Experience with outsourced or delivery center operations (preferred)

License/Certifications

CPA certification (preferred)

Software Skills

Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)

Experience with QuickBooks Online (QBO), Microsoft NAV, Bill.com, SEI Archway, Qvinchi (preferred)

Prior experience with accounting research tools (preferred)

Language

N/A

Other Knowledge, Skills & Abilities

Excellent verbal and written communication skills

Comfortable with ambiguity, able to create clarity when possible

Accountable for work products and accepting feedback

Knowledge of compliance and industry best practices

Deep understanding of finance and accounting functions for large clients

Strong analytical and research skills

GAAP, Tax, financial statement presentation, report writing

Strong organizational skills and ability to manage deadlines

Manage diverse staff and support professional development

Strategic relationship building within BDO

Ability to travel up to 25% of the time

Salary Range

National: $130,000 - $225,000

Maryland: $130,000 - $225,000

NYC/Long Island/Westchester: $130,000 - $225,000

Additional Details

Seniority level: Executive

Employment type: Full‑time

Job function: Finance and Accounting / Auditing

Industry: Accounting

About Us

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, curiosity, and authenticity, while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. We are focused on delivering exceptional and sustainable outcomes and value for our people, clients, and communities.

BDO is an ESOP company, reflecting a culture that puts people first by sharing financial success with our U.S. team. Our ESOP offers participants a stake in the firm’s success through beneficial ownership, enhancing financial well‑being. We offer comprehensive compensation and Total Rewards benefits.

We are committed to delivering exceptional experiences for middle‑market leaders, sharing insight‑driven perspectives, and helping companies take business to new heights. Our values include welcoming diverse perspectives, empowering team members, celebrating ingenuity, fostering resilience and sustainability, and providing a broad range of rewards.

Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. BDO USA, P.A. is an EO employer M/F/Veteran/Disability.

#J-18808-Ljbffr

Worksite address

houston, TX, 77246, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.