About this opportunity
BDO USA lists this Tax Managing Director, Private Client Services opportunity in cleveland, Ohio. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Overview
Private Client Services at BDO is a boutique practice within our firm. We offer a high‑touch approach, serving high‑net‑worth individuals, their families, family offices, C‑Suite executives, athletes, entertainers, and others with complex tax and financial structures. The practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash‑flow, retirement, and life‑insurance planning.
Job Summary
A Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high‑net‑worth clients. The Tax Managing Director is a critical member of the office/region leadership team.
Responsibilities
Leads tax and consulting engagements and teaches their team the skills needed to identify and address client needs, tax planning, and consulting opportunities
Provides executive presence and acts as the primary client contact for preparation and presentation of issues and resolution to clients
Reviews complex individual, trust, estate, S‑Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to preparers
Directs communication with government agencies for matters of the highest complexity
Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership, clients, and advisors
Expands their in‑depth understanding of tax concepts and knowledge through client engagements and current tax developments
Prioritizes and reviews work to keep engagements on track
Utilizes strong analytical, research and critical‑thinking skills as well as decision‑making skills to assist with client needs regarding individual and business decisions
Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance, and participation in CPE activities and training
Builds new relationships and maintains existing relationships with BDO professionals and external sources
Introduces and develops new or improved ideas to improve the position of clients, the firm, or firm personnel
May be required to present complex strategies to clients and prospective clients
Advises clients on tax implications and recommends alternative courses of action and identifies different methods of compliance
Manages and monitors key performance indicators (KPIs) as established by the business line
Other duties as required
Supervisory Responsibilities
Supervises associates, senior associates and managers, as the situation dictates
Reviews work prepared by associates and senior associates and provides review comments
Acts as a career adviser to associates, senior associates and managers
Schedules and manages workload of associates, senior associates, and managers
Provides verbal and written performance feedback to associates, senior associates and managers
Qualifications
Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
Master’s degree in Accountancy or Taxation, preferred
Experience
Ten (10) or more years prior experience in accounting, finance, or law, required
Expertise in the private client service area, required
Prior supervisory experience, required
Experience working in public accounting, preferred
License / Certifications
Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (EA) credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required
Possession of other professional degrees or certifications applicable to role, preferred
Software
Proficient with Microsoft Office Suite (Word, Excel, PowerPoint) and Adobe Acrobat, required
Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint, Lexis Nexis), preferred
Other Knowledge, Skills & Abilities
Owns their own career and technical development
Demonstrates self‑awareness, actively pursues projects and learning experiences to fill skill gaps
Takes joint responsibility for the success of the practice
Expresses themselves effectively verbally and in writing; synthesizes complex thoughts into clear, concise language and presents a cohesive narrative
Communicates status to the client in line with client preferences; resolves client service issues in a timely, acceptable manner
Behaves as part of the practice leadership group and is involved in practice matters such as recruitment, staff learning and development, scheduling, and retention
Develops an in‑depth understanding of the technical and practical issues and opportunities for high‑net‑worth individuals and their families
Has expert knowledge of application of standards
Recognized as an industry expert in a specialized field of taxation
Spends time building a network of key financial decision makers, referral sources, and recruits
Seizes opportunities for new professional contacts when presented; actively networks professionally outside of BDO
Salary Ranges
California Range: $215,000 - $270,000
Colorado Range: $170,000 - $225,000
Illinois Range: $175,000 - $250,000
Maryland Range: $185,000 - $260,000
Massachusetts Range: $215,000 - $300,000
Minnesota Range: $170,000 - $250,000
New Jersey Range: $190,000 - $350,000
Ohio Range: $150,000 - $300,000
NYC/Long Island/Westchester Range: $230,000 - $350,000
Washington Range: $180,000 - $240,000
Washington DC Range: $190,000 - $300,000
EEO Statement
Equal Opportunity Employer, including disability/vets
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"
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Worksite address
cleveland, OH, 44101, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.