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Tax Managing Director, Private Client Services
Cincinnati, OH

1 N. Wacker Drive, Chicago, IL, 60606, US 600 Grant Street, Pittsburgh, PA, 15219, US 1801 Market Street, Philadelphia, PA, 19103, US 100 Park Avenue, New York, NY, 10017, US 5301 Wisconsin Ave NW, Washington, DC, 20015, US 200 South Biscayne Boulevard, Miami, FL, 33131, US 1888 Century Park East, Los Angeles, CA, 90067, US
Travel Required Yes
Amount of Travel Required 25%
Remote Work Country US
Experience Level Director
Education Level Bachelor's Degree
Job Type Full Time
Compensation DOE

BDO is currently seeking a Tax Managing Director, Private Client Services for our Nashville office. This individual will be responsible for providing tax compliance and consulting services to high net-worth clients, acting as a critical member of the office/region leadership team. The ideal candidate will have a Bachelor's degree in Accounting, Finance, Economics, or Statistics, with a Master's degree in Accountancy or Taxation preferred. They must also have ten or more years of prior experience in accounting, finance, or law, with expertise in the private client service area. A Certified Public Accountant 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 is required, with other professional degrees or certifications applicable to the role preferred.

Responsibilities for this role include leading tax and consulting engagements, acting as the primary client contact for preparation and presentation of issues and resolution, reviewing complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns, and identifying technical issues and conducting advanced tax research. The Tax Managing Director will also be responsible for expanding their understanding of tax concepts and knowledge through client engagements and current tax developments, prioritizing and reviewing work to keep engagements on track, and utilizing strong analytical, research, and critical thinking skills to assist with client needs. They will also assist with PCS/firm contribution responsibilities including billing, recruiting, attendance, and participation in CPE activities and training, while also building new relationships and maintaining existing relationships with BDO professionals and external sources.

This role also has supervisory responsibilities, including the ability to supervise associates, senior associates, and managers, reviewing work prepared by associates and senior associates, acting as a Career Advisor to associates, senior associates, and managers, and scheduling and managing the workload of associates, senior associates, and managers. They will also provide verbal and written performance feedback to associates, senior associates, and managers.

The ideal candidate will possess strong communication, leadership, and technical skills, with the ability to express themselves effectively verbally and in writing, manage and monitor key performance indicators, develop an in-depth understanding of the technical and practical issues and opportunities for high net-worth individuals and their families, and actively network professionally outside of BDO. They will also be able to supervise, develop, and train employees, act as a Career Advisor, and deliver holistic feedback to others and advisees about their job performance and career growth.

Individual salaries for this role are determined after consideration of numerous factors, including the candidate’s qualifications, experience, skills, and geography. Salary ranges for this position are as follows:

California Range: $**MEMBERS ONLY**SIGN UP NOW***
,000
Colorado Range: $170,000 - $225,000
NYC/Long Island/Westchester Range: $200,000 - $245,000
Washington Range: $180,000 - $240,000

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. We offer a high touch approach to Private Client Services, with extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, and other people with complicated tax and financial structures. Our 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.

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement, with a culture centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax, and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP), offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and an unwavering commitment to quality, we celebrate ingenuity and innovation to transform our business and help our clients transform theirs.

At BDO, we welcome diverse perspectives and understand the experience of our professionals and clients. We empower team members to explore their full potential and celebrate their talents and skills. We are focused on






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