Tax Managing Director, Private Client Services
BDO USAMinneapolis, Minnesota, United States • St. Louis, Missouri, United States • Chicago, Illinois, United States • Milwaukee, Wisconsin, United States • Madison, Wisconsin, United States • Indianapolis, Indiana, United States
Posted February 26, 2025
175000 - 350000 USD year
Full Time
About the Company
BDO USA provides assurance, tax, and advisory services to help middle market companies achieve exceptional outcomes.
Job Description
BDO is seeking a Tax Managing Director, Private Client Services (PCS) to provide tax compliance and consulting services to high-net-worth individuals and their families. This role involves leading tax engagements, providing advice, and identifying new opportunities for growth within the firm. The PCS Practice has extensive experience in estate, income, gift, and trust tax, as well as charitable giving. They act as a primary client contact for preparation and presentation of issues, and are a critical member of the office leadership team.
Requirements
- Bachelor’s degree (Master’s preferred)
- Ten or more years of prior experience in accounting, finance, or law
- Expertise in the private client service area
- Prior supervisory experience
- Experience working in public accounting (preferred)
- Certified Public Accountant or equivalent license
- Proficiency in Microsoft Office Suite
Benefits
- Flexible schedule
- Career advancement opportunities
- Cultural environment focused on impact and impact on clients
- Employee Stock Ownership Plan (ESOP)