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Job Locations US-TX-Austin
Posted Date 2 weeks ago(10/21/2020 8:52 AM)
The BKD audit team provides services that go beyond the compliance function. This team brings credibility to our clients' financial picture, communicates information objectively and clearly, and provides insight to help clients improve their businesses.   What You Will Do: - Review detailed audit engagement procedures - Adequately identify audit risks and problems through review to ensure audit engagements are completed with defendable files and documentation - Consistently identify engagement and operating opportunities for improvement and provide timely solutions and consultation - Manage multiple concurrent engagements without disruption and within scheduled deadlines - Provide staff with timely performance feedback - Assist in managing, developing, and coaching professional staff - Manage multiple client relationships, billings, and resource needs - Build personal referral sources and clientele while actively participating in team marketing opportunities - Lead audit committee meetings presentations - Participate in speaking and article writing opportunities - Complete required Continued Professional Education
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Job Locations US-TX-San Antonio | US-TX-Houston | US-TX-Dallas | US-TX-Austin
Posted Date 3 weeks ago(10/7/2020 11:00 AM)
BKD 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 Director 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 Director participates in client development, team management of associates and senior associates, and conducts research to be current as a subject matter expert.     What You Will Do: - 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 - 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
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