Apply Now

Tax Managing Director – Private Client Services

Boca Raton, FL, USA | BDO Consulting

  • Industry:
    Management Consulting
  • Position Type:
  • Functions:
    General Management
    Consulting - Accounting
  • Experience:
    10-12 years
Job Description:
62 people have viewed this job

Job Summary

BDO’s Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.

The Tax Managing Director – Private Client Services is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Tax Managing Director is charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition, the Tax Managing Director will be critical member of the office / region leadership team and thus will be involved in the direct supervision as either a final or secondary reviewer under the partner. Finally, the Tax Managing Director – Private Client Services actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.



- Bachelors degree in Accounting or other relevant field required

- Masters degree in Accounting beneficial, masters degree in taxation preferred


- Ten (10) or more years of prior experience

- Industry expertise in one or more tax specialty

- Prior supervisory experience required


- CPA certification preferred

- Possession of other professional degrees or certifications applicable to role beneficial


- Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat

- Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers

Other Knowledge, Skills & Abilities:

- Superior verbal and written communication skills

- Ability to effectively delegate work as needed

- Strong analytical, research and critical thinking skills as well as decision-making skills

- Capacity to work well in a team environment

- Capable of developing and managing a team of tax professionals

- Ability to compose written tax advice

- Capable of effectively developing and maintaining client relationships

- Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients

Other companies hiring with Ivy Exec

 Company Logos