Overview In this role you lead tax engagements for high net-worth clients within BDO's Private Client Services, guiding compliance and advisory work while mentoring the team. You serve as primary client contact for complex issues, oversee preparation and review of diverse tax returns, and drive research, strategy, and business development. You are part of the office/region leadership, shaping client service and practice growth with a focus on impact and leadership.
Compensation / Benefits- ESOP company
- BDO Total Rewards benefits
- meaningful work and opportunities for growth
- leaders invested in your success
Responsibilities- Lead tax and consulting engagements and coach the team on client needs and opportunities
- Act as primary client contact for preparation and resolution of issues with executive presence
- Review complex returns across individuals, trusts, estates, S-Corp, foundations, partnerships, and gifts with feedback to preparers
- Direct communications with government agencies on highly complex matters
- Perform advanced tax research and develop sound recommendations for PCS leadership and clients
- Expand tax knowledge through client engagements and current developments
- Prioritize and review work to keep engagements on track
- Utilize analytical and decision-making skills for client and business decisions
- Assist with PCS/firm contributions including billing, recruiting, and CPE/training
- Build and maintain relationships with BDO professionals and external sources
- Introduce innovative ideas to improve client, Firm, or personnel position
- Present complex strategies to clients and prospects when required
- Advise clients on tax implications and alternative compliant paths
- Manage and monitor KPIs as established by the business line
- Perform other duties as required
Key requirements- Ten (10) or more years of experience in accounting, finance, or law
- Expertise in the private client service area
- Prior supervisory experience
- Public accounting experience preferred
- Certified Public Accountant, Enrolled Agent, Attorney, or equivalent designation
- Microsoft Office Suite (Word, Excel, PowerPoint) and Adobe Acrobat proficiency
- Experience with tax compliance software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep) and tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint, Lexis Nexis) preferred
- Executive presence
- strong communication, both verbal and written
- leadership and people development
- GoSystems
- BNA Tax Planner
- GoFileRoom
