Tax Managing Director, Private Client Services Position Available In Greenville, South Carolina

Job Description:

Private Client Services at BDO is a boutique practice within ourfirm. Offering a high touch approach, we have extensive experienceserving high net-worth individuals, their families, family offices,C-Suite executives, athletes, entertainers, as well as other peoplewith complicated tax and financial structures. The Private ClientServices Practice is experienced in all aspects of estate, income,gift, and trust tax consulting and compliance; charitable givingand philanthropic foundations; executive compensation; andcash-flow, retirement, and life insurance planning. A Tax ManagingDirector, Private Client Services (PCS) is responsible forutilizing their educational background and professional experienceas well as their communication, time management, leadership,technical, business development, and people skills to provide taxcompliance and consulting services to our high net-worth clients.

They are a critical member of the office/region leadership team.

Job Description:

Leads tax and consulting engagements and teachestheir team the skills needed to identify and address client needs,tax planning, and consulting opportunities Provides Executivepresence and acts as the primary client contact for preparation andpresentation of issues and resolution to clients Reviews complexindividual, trust, estate, S-Corp, foundation, partnership, andgift tax returns and provides written and verbal feedback topreparers Directs communication with government agencies formatters of the highest complexity Identifies technical issues,conducts advanced tax research, and develops sound recommendationsfor PCS leadership, clients, and advisors Expands their in-depthunderstanding of tax concepts and knowledge through clientengagements and current tax developments Prioritizes and reviewswork to keep engagements on track Utilizes strong analytical,research and critical thinking skills as well as decision-makingskills to assist with client needs regarding individual andbusiness decisions Assists with PCS/firm contributionresponsibilities including billing, recruiting, attendance, andparticipation in CPE activities and training Builds newrelationships and maintains existing relationships with BDOprofessionals and external sources

Supervisory Responsibilities:

Ability to supervise associates, senior associates and managers, asthe situation dictates Reviews work prepared by associates andsenior associates and provide review comments Acts as a CareerAdvisor to associates, senior associates and managers Schedules andmanages workload of associates, senior associates, and managersProvides verbal and written performance feedback to associates,senior associates and managers

Qualifications, Knowledge, Skills,and Abilities:

Education:

Bachelor’s degree, required; major inAccounting, Finance, Economics, or Statistics, preferred Master’sdegree in Accountancy or Taxation, preferred

Experience:

Ten (10)or more years prior experience in accounting, finance, or law,required Expertise in the private client service area, requiredPrior supervisory experience, required Experience working in publicaccounting, preferred

License/Certifications:

Certified PublicAccountant credential, Internal Revenue Service Enrolled Agent(“EA”) credential, Attorney (admitted to practice in a U.S.jurisdiction), or the equivalent of one of these designations,required Possession of other professional degrees or certificationsapplicable to role, preferred

Software:

Proficient in the use ofMicrosoft Office Suite (specifically Word, Excel, and PowerPoint)and Adobe Acrobat, required Experience with tax compliance processsoftware (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep),preferred Experience with tax research tools (BNA Portfolio, CCHIntelliConnect, Checkpoint and Lexis Nexis), preferred

Language :

N/A Other Knowledge, Skills & Abilities:

Initiative Owns their owncareer and technical development; demonstrates self-awareness,actively pursues projects and learning experiences to fill in theirtechnical knowledge gaps Takes joint responsibility for the successof the practice Communication Expresses themselves effectivelyverbally and in writing; takes complex thoughts, synthesizes theminto works using clear, concise language, and presents a cohesivenarrative Communicates status to the client in line with thefrequencies the client desires; Resolves client service issues in atimely and acceptable manner Leadership Manages and monitors keyperformance indicators (KPI’s) as established by the business lineInternally, behaves as part of the practice leadership group and isactively involved in practice matters such as recruitment, stafflearning and development, scheduling, and retention TechnicalSkills Develops an in-depth understanding of the technical andpractical issues and opportunities for high net-worth individualsand their families; Has expert knowledge of application ofstandards; Recognized as industry expert in specialized field oftaxation; Use expertise to advise clients on tax implications andrecommend alternative courses of action and identify differentmethods of compliance Introduces and develops new or improved ideasto improve the position of clients, the Firm, or Firm personnel,e.g., by reducing taxes or expenses or providing non-tax benefits;May be required to present complex strategies to clients andprospective clients Business Development Spends time developingtheir network of key financial decision makers, referral sources,and recruits Seizes opportunities for new professional contactswhen presented; Actively networks professionally outside of BDOPeople Development Supervises, develops and trains employees Actsas a Career Advisor; meets regularly with advisees, adding/updatinggoals as appropriate Delivers holistic feedback to others andadvisees about their job performance and career growth; coachesothers and advisees to help them develop their careers Individualsalaries that are offered to a candidate are determined afterconsideration of numerous factors including but not limited to thecandidate’s qualifications, experience, skills, and geography.

California Range:

$215,000•$270,000

Colorado Range:

$170,000•$225,000

Illinois Range:

$175,000•$250,000

Maryland Range:

$190,000•$260,000

Minnesota Range:

$170,000•$250,000

NYC/LongIsland/Westchester Range:

$200,000•$245,000

Washington Range:

$180,000•$240,000

Washington DC Range:

$205,000•$300,000 AboutUs Join us at BDO, where you will find more than a career, you’llfind a place where your work is impactful, and you are valued foryour individuality. We offer flexibility and opportunities foradvancement. Our culture is centered around making meaningfulconnections, approaching interactions with curiosity, and beingtrue to yourself, all while making a positive difference in theworld. At BDO, our purpose of helping people thrive every day is atthe heart of everything we do. Together, we are focused ondelivering exceptional and sustainable outcomes and value for ourpeople, our clients, and our communities. BDO is proud to be anESOP company, reflecting a culture that puts people first, bysharing financially in our growth in value with our U.S. team. BDOprofessionals provide assurance, tax and advisory services for adiverse range of clients across the U.S. and in over 160 countriesthrough our global organization. BDO is the first large accountingand advisory organization to implement an Employee Stock OwnershipPlan (ESOP). A qualified retirement plan, the ESOP offersparticipants a stake in the firm’s success through beneficialownership and a unique opportunity to enhance their financialwell-being. The ESOP stands as a compelling addition to ourcomprehensive compensation and Total Rewards benefits• offerings.

The annual allocation to the ESOP is fully funded by BDO throughinvestments in company stock and grants employees the chance togrow their wealth over time as their shares vest and grow in valuewith the firm’s success, with no employee contributions. We arecommitted to delivering exceptional experiences to middle marketleaders by sharing insight-driven perspectives, helping companiestake business as usual to better than usual. With industryknowledge and experience, a breadth and depth of resources, andunwavering commitment to quality, we pride ourselves on: Welcomingdiverse perspectives and understanding the experience of ourprofessionals and clients Empowering team members to explore theirfull potential Our talented team who brings varying skills,knowledge and experience to proactively help our clients navigatean expanding array of complex challenges and opportunitiesCelebrating ingenuity and innovation to transform our business andhelp our clients transform theirs Focus on resilience andsustainability to positively impact our people, clients, andcommunities •Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets