Tax Managing Director, Private Client Services

BDO
Full-time Milwaukee, Wisconsin Financial Specialists
Posted:
June 19, 2026
Location:
Milwaukee, Wisconsin, United States

Job Description

Job 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/reg...

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Job Overview

Job Type: Full-time
Location: Milwaukee, United States
Posted: June 19, 2026
Deadline: July 29, 2026