JOB REQUIREMENTS: Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services 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. 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. Job Duties: Leads tax and consulting engagements and teaches their team the skills needed to identify and address client needs, tax planning, and consulting opportunities ProvidesExecutive 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 andreviews 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 recommend alternative courses of action and identify different methods of compliance Manages and monitors key performance indicators (KPI\'s) as established by the business line Other duties... For full info follow application link. All qualified applicants will receive consideration for employment without regard to race, age, color, religion, sex, national origin, disability, protected veteran status, or any other classification protected by law. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/D6EFF9F45A0B40D0
