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Tax Director - Private Client Services

Company: BKD
Location: San Antonio
Posted on: September 15, 2020

Job Description:

ResponsibilitiesBKD Private Client Services (PCS) advisors provide sophisticated tax compliance, consulting, and planning services to individuals, families, businesses, fiduciaries, and more. Our professionals include CPAs, JDs, CFAs, and Chartered Financial Analysts. Partnering with our Wealth Advisors, Family Office, and BKDnext teams expand your flexibility to help clients grow, preserve, and protect wealth.

The Tax Senior Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal income, estate, gift, wealth retention strategies as well as taxation of entities owned by ultra-high new worth clients (partnership, trust, foundation taxation. The Senior Manager participates in client development, team management of associates and senior associates, and conducts research to be current as a subject matter expert.


  • Provide tax compliance and tax advisory services to individuals, trusts, estates and private foundations with emphasis on sophisticated individual, fiduciary, gift and estate tax matters
  • Help develop, build, and manage client relationships as part of the proposal process. Participate in networking activities to further expand business opportunities and client relationships.
  • As a highly impactful team member, maintaining functional expertise and understanding of a client's business or family structure is essential to addressing client concerns and challenges.
  • Assist in managing, developing and coaching professional tax staff
  • Review returns prepared by tax associates and seniors
  • Effectively delegate responsibilities to others, monitoring efforts of engagement teams
  • Exhibit effective communication and listening skills enhancing problem-solving and communication for client, team, and operational performance
  • Proficiently use technology tools in regular assignments and demonstrate a commitment to improving work processes through the use of technology
  • Successfully research complex tax issues, apply findings to projects and clearly communicate those findings in writing


    • Minimum of 7 years of related experience in public accounting, law firm or trust department
    • Bachelor's or graduate degree in accounting, finance or related field
    • Current CPA license or J.D. degree and bar admission is required
    • Experience managing multiple client engagements
    • Dedication to client service
    • Excellent supervisory and time management skills
    • Excellent verbal and written communication skills

      Experience the BKD difference for yourself. For more information about our firm locations, visit BKD, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status or other protected classifications.

      BKD does not accept unsolicited referrals or resumes from any source other than directly from candidates. We will not consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services and recruiting agencies. BKD will not pay a fee to a recruiter or agency that does not have a signed BKD vendor agreement. Any resume or CV submitted to any employee of BKD without having a BKD vendor agreement in place will be considered property of BKD. BKD will not be held liable to pay a placement fee.OverviewAt BKD, our mission is to provide rewarding career opportunities and invest in the success of our people. Through award-winning learning and development, coaching and career advocacy programs, you will have the tools to make every play count and reach your professional goals. Along the way, you will have the opportunity to influence innovation and build long-lasting relationships. As a BKDer, you will be able to learn, lead, serve and be recognized for your contributions.

      As a part of our People First culture, we invest in the well-being of our Trusted Advisors so they can provide Unmatched Client Service--. Click here to learn how we invest in our people:

      Make your next play at BKD.

      About BKDBKD, a national CPA and advisory firm, can help individuals and businesses realize their goals. Our approximately 2,900 dedicated professionals provide solutions for clients in all 50 states and internationally. BKD and its subsidiaries offer a variety of tax, accounting and consulting services and combine the insight and ideas of thought leaders in multiple industries. Learn more at

Keywords: BKD, San Antonio , Tax Director - Private Client Services, Executive , San Antonio, Texas

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