Managing Director, Family Office Services

Tax Managing Director, Family Office Services

Location: San Francisco, CA

Join BDO USA as a Tax Managing Director overseeing the Private Client & Family Office Services practice.

Role Overview

Provides overall direction and oversight for the PCS‑FOS Practice, including business development, practice development, client management, and ensuring consistency with the firm’s philosophy.

Responsibilities

• Lead the full‑life cycle of all assigned engagements, providing technical expertise throughout finance and accounting.
• Identify opportunities for technological and process improvements, build business cases, and implement changes across the practice.
• Facilitate discovery meetings with large and complex clients, develop integrated solutions, and determine cost and value of solutions.
• Advise client leadership on technical accounting issues, financial policies, and change management processes.
• Maintain strong client relationships, identify new business opportunities, and manage the sales pipeline.
• Develop and mentor PCS‑FOS management and staff, ensuring training in analytics, forecasting, and relevant software.
• Oversee practice management functions: billing, collections, P&L, forecasting, and Net Promoter Scores.
• Conduct research on complex tax and accounting issues and develop strategies to improve client outcomes.
• Travel up to 25% of the time.

Qualifications

• Bachelor’s degree in Accounting or Finance (or equivalent experience) and ten (10) or more years of general accounting experience; or twelve (12) or more years of experience with supervisory and business advisory experience without a degree.
• Consultative or business advisory experience.
• Six (6) or more years of supervisory experience.
• CPA certification (preferred).
• Advanced degree in Accounting or MBA (preferred).

Experience & Skills

• Strong verbal and written communication.
• Ability to manage multiple complex projects and teams.
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and industry standard accounting software (e.g., Intuit QuickBooks Online, Microsoft NAV, Bill.com).
• Experience with BDODrive platform, SEI Archway, and Qvinchi (preferred).
• Knowledge of GAAP, tax regulations, and financial statement presentation.
• High analytical and research skills.
• Comfortable with ambiguity and able to drive progress.
• Travel availability up to 25%.

Compensation

National range: $130,000 – $225,000. Specific range may vary based on location and qualifications.

Equal Opportunity Employer

BDO is an Equal Opportunity Employer, including disability/veteran status. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

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