Tax Managing Director, Private Client Services

BDO USA
Denver, CO
Category Accounting
Job Description
The Private Client Services Practice at BDO is a boutique practice offering high touch approach, serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, and other people with complicated tax and financial structures. The Tax Managing Director is responsible for utilizing their educational background and professional experience to provide tax compliance and consulting services to high net-worth clients.

Requirements

  • 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
  • Supervises, develops and trains employees
  • Acts as a Career Advisor
  • Delivers holistic feedback to others and advisees about their job performance and career growth
  • Coaches others and advisees to help them develop their careers

Benefits

  • Generous Paid Time Off
  • 401k Matching
  • Retirement Plan
]]>