BDO USA · 3 weeks ago
Tax Managing Director, Private Client Services
Madison, WI
Full-time
Onsite
Senior Level, Lead/Staff
$215K/yr - $270K/yr
10+ years expBDO USA is a leading accounting and advisory firm that specializes in providing exceptional service to high net-worth individuals and families. The Tax Managing Director in Private Client Services is responsible for leading tax compliance and consulting engagements, supervising staff, and acting as the primary contact for clients, ensuring their complex tax needs are met effectively.
AccountingConsultingFinancial Services
Responsibilities
Leads tax and consulting engagements and teaches their team the skills needed to identify and address client needs, tax planning, and consulting opportunities
Provides Executive presence and acts as the primary client contact for preparation and presentation of issues and resolution to clients
Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to preparers
Directs communication with government agencies for matters of the highest complexity
Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership, clients, and advisors
Expands their in-depth understanding of tax concepts and knowledge through client engagements and current tax developments
Prioritizes and reviews work to keep engagements on track
Utilizes strong analytical, research and critical thinking skills as well as decision-making skills to assist with client needs regarding individual and business decisions
Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance, and participation in CPE activities and training
Builds new relationships and maintains existing relationships with BDO professionals and external sources
Ability to supervise associates, senior associates and managers, as the situation dictates
Reviews work prepared by associates and senior associates and provide review comments
Acts as a Career Advisor to associates, senior associates and managers
Schedules and manages workload of associates, senior associates, and managers
Provides verbal and written performance feedback to associates, senior associates and managers
Qualification
Required
Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
Ten (10) or more years prior experience in accounting, finance, or law, required
Expertise in the private client service area, required
Prior supervisory experience, required
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, required
Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required
Ability to supervise associates, senior associates and managers, as the situation dictates
Reviews work prepared by associates and senior associates and provide review comments
Acts as a Career Advisor to associates, senior associates and managers
Schedules and manages workload of associates, senior associates, and managers
Provides verbal and written performance feedback to associates, senior associates and managers
Preferred
Master's degree in Accountancy or Taxation, preferred
Experience working in public accounting, preferred
Possession of other professional degrees or certifications applicable to role, preferred
Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred
Benefits
Employee Stock Ownership Plan (ESOP)
Flexibility and opportunities for advancement
Company
BDO USA
BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.
10001+ employees
H1B Sponsorship
BDO USA has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)
Funding
Current Stage
Late StageTotal Funding
$1.3BKey Investors
Apollo
2023-08-15Debt Financing· $1.3B
Leadership Team
Catherine Moy
Chief People Officer
Cristin Boynton
Principal, Tax Automation & Innovation
Recent News
International Accounting Bulletin
2026-01-12
2025-12-09
Best ERP Software, Vendors, News and Reviews
2025-11-05
Company data provided by crunchbase