BDO USA

The Tax Managing Director (PCS) is responsible for providing tax and consulting services to our high net worth clients as well as managing, developing and growing the local Private Client Services practice.. Coordinates and performs tax planning, preparation and research for high net worth individuals and related business, trusts, estates, and charitable entities. Acts as a Career Advisor to Associates, Senior Associates and Managers. Experience with tax research databases such as BNA and RIA , required. Familiar with tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers, required

tax managing director

Job Description Job Summary: The Tax Managing Director (PCS) is responsible for providing tax and consulting services to our high net worth clients as well as managing, developing and growing the local Private Client Services practice. Job Duties <ul><li> Coordinates and performs tax planning, preparation and research for high net worth individuals and related business, trusts, estates, and charitable entities </li><li> Oversees client engagements, supervises and reviews work of staff members, and works closely with clients as well as internal managers and partners </li><li> Consults with high net worth clients with written tax advice or responses to IRS inquiries </li><li> Coordinates with national Private Client Services team as well as communicating and implementing initiatives in the local practice office </li><li> Actively grows Private Client Services practice in the local market through business development initiatives </li></ul>Tax Compliance <ul><li> Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (TQM) </li><li> Conducts top level review of tax filings and resolves all tax issues with client; involves specialists where appropriate </li><li> Manages engagements to achieve engagement management metrics and practices hands-on client service delivery </li><li> Responsible for overall client service by encouraging team’s adherence to TQM policies (including engagement letters, documentation, etc.) </li></ul>Research <ul><li> Identifies when research is needed; clearly and concisely frames issues to be researched; and reports the analysis</li><ul><li> Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process </li><li> Involves technical reviewers for written tax advice in an area of expertise, as applicable to role </li></ul></ul>Strategy Development <ul><li> Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g.by reducing taxes or expenses or providing non-tax benefits </li><li> Presents complex strategies to clients and prospective clients </li></ul>Supervisory Responsibilities Other duties as required <ul><li> Builds a team of professionals by training and working together to serve our high net worth clients with timely responses to their needs </li><li> Supervises Associates, Senior Associates and Managers on all projects </li><li> Reviews work prepared by Associates, Senior Associates and Managers and provides review comments </li><li> Ensures that Associates and Senior Associates are trained on all current software tools </li><li> Acts as a Career Advisor to Associates, Senior Associates and Managers </li><li> Manages workload of Associates, Senior Associates and Managers </li><li> Provides verbal and written performance feedback to Associates, Senior Associates and Managers </li></ul>Education Qualifications, Knowledge, Skills and Abilities: <ul><li> Bachelors degree in Accounting, required </li><li> Masters degree in Accounting or Taxation, preferred </li></ul>Experience <ul><li> Ten (10) or more years of public accounting experience working in the private client area, (i.e. working on individual, estate, partnership, S-corporation, trust, and private foundation tax/consulting clients), required </li></ul>License/Certifications <ul><li> CPA certification, required </li><li> Certified financial planning license or Professional financial planning license, preferred </li></ul>Software <ul><li> Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, required </li><li> Experience with tax research databases such as BNA and RIA , required </li><li> Familiar with tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers, required </li></ul>Other Knowledge, Skills & Abilities <ul><li> Ability and desire to implement business development strategies and expand the Private Client Services practice in the local market </li><li> Superior verbal and written communication skills </li><li> Ability to effectively delegate work as needed </li><li> Strong analytical, research and critical thinking skills as well as decision-making skills </li><li> Capacity to work well in a team environment </li><li> Capable of developing and managing a team of tax professionals </li><li> Ability to compose written tax advice </li><li> Capable of effectively developing and maintaining client relationships </li><li> Demonstrates an executive presence and the ability to act as primary client contact for preparation and presentation of issues and resolutions to clients </li></ul>About Us BDO delivers assurance, tax, digital technology solutions and financial advisory services to clients throughout the country and around the globe. We offer numerous industry-specific practices, world-class resources, and an unparalleled commitment to meeting our clients’ needs. We currently serve more than 400 publicly traded domestic and international clients. <ul><li>Unparalleled partner-involvement </li><li>Deep industry knowledge and participation</li><li>Geographic coverage across the U.S.</li><li>Cohesive global network </li><li>Focused capabilities across disciplines </li></ul>BDO brings world-class resources and exceptional service to each and every one of our clients. BDO USA is a member of BDO International, the world’s fifth largest accounting network. BDO offers a competitive Total Rewards package that encompass so much more than – “traditional benefits”. Our wide range of rewards and our employees’ ability to customize rewards to their individual needs are two of the reasons why BDO has been honored with so many workplace awards, including 100 Best Companies for Working Parents, Working Mother 100 Best Companies, Top Entry Level Employer, 2022 National Best & Brightest Companies to Work For and more. Some Examples Of Our Total Rewards Offerings Include <ul><li>Competitive pay and eligibility for an annual performance bonus. </li><li>A 401k plan plus an employer match</li><li>Comprehensive, medical, dental, vision, FSA, and prescription insurance from day one</li><li> Competitive Paid Time Off with daily accrual from day one of employment, plus paid holidays </li><li>Paid Parental Leave</li><li>Adoption Assistance</li><li>Firm paid life insurance</li><li>Wellness programs</li><li>Additional offerings include BDO Flex, Group Legal insurance, Pet insurance and Long-Term Care Insurance </li></ul>Above offerings may be subject to eligibility requirements. Click here to find out more! 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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