Tax Managing Director, Private Client Services

Reference #: 11441Job 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. They are a critical member of the office/region leadership team.Job Description:Leads tax and consulting engagements and teaches their team the skills needed to identify and address client needs, tax planning, and consulting opportunitiesProvides Executive presence and acts as the primary client contact for preparation and presentation of issues and resolution to clientsReviews complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to preparersDirects communication with government agencies for matters of the highest complexityIdentifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership, clients, and advisorsExpands their in-depth understanding of tax concepts and knowledge through client engagements and current tax developmentsPrioritizes and reviews work to keep engagements on trackUtilizes strong analytical, research and critical thinking skills as well as decision-making skills to assist with client needs regarding individual and business decisionsAssists with PCS/firm contribution responsibilities including billing, recruiting, attendance, and participation in CPE activities and trainingBuilds new relationships and maintains existing relationships with BDO professionals and external sourcesSupervisory Responsibilities:Ability to supervise associates, senior associates and managers, as the situation dictatesReviews work prepared by associates and senior associates and provide review commentsActs as a Career Advisor to associates, senior associates and managersSchedules and manages workload of associates, senior associates, and managersProvides verbal and written performance feedback to associates, senior associates and managersQualifications, Knowledge, Skills, and Abilities:Education:Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferredMaster's degree in Accountancy or Taxation, preferredExperience:Ten (10) or more years prior experience in accounting, finance, or law, requiredExpertise in the private client service area, requiredPrior supervisory experience, requiredExperience working in public accounting, preferredLicense/Certifications:Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (

Created: 2026-02-09