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Job Locations US-TX-Houston
Posted Date 3 days ago(10/28/2020 2:51 PM)
BKD Wealth Advisors, LLC, a wholly owned subsidiary of BKD, LLP is seeking an experienced Wealth Management professional with strong client service and wealth management skills to serve as a Wealth Advisor to affluent families in our Houston, Texas practice.   What You Will Do: - Serve as a wealth management advisor on a team helping affluent families identify and prioritize their goals & dreams. Contribute to the design and ongoing implementation of a comprehensive wealth management plan for clients. - Maintain/Develop in-depth technical expertise and global knowledge of wealth management services including financial planning, estate planning and investment management concepts - Interact with custodians and corporate trustees in administering trusts documents - Coordinate & work on multiple, concurrent client projects & complete assignments with minimum supervision - Has thorough understanding of technical requirements & firm policy related to wealth management client services & is able to propose practical, supportable client solutions - Actively support business development activities to identify, pursue & acquire new clients - Develop contacts with others in the business, professional or civic community
Job ID
2020-7284
Job Locations US-IN-Indianapolis | US-IL-Chicago | US-MO-Kansas City | US-MO-Springfield | US-TX-Houston | US-TX-Dallas | US-TX-San Antonio
Posted Date 1 week ago(10/23/2020 5:37 PM)
At BKD, our Forensics and Litigation Services practice is led by a talented team of experienced professionals, who have a sincere appreciation for people and how they are each uniquely motivated. BKD’s forensics professionals are experts at providing a variety of services to our clients, including forensic accounting, litigation services, fraud investigations and fraud risk assessments. We focus on training and developing our teams to help them reach their full potential. If you thrive in a fast-paced environment and are seeking variety, we would love to talk to you!   As a BKD Forensics Senior Consultant, you will develop expertise, expand your knowledge and build collaborative relationships within the practice and with clients. Further, you will have meaningful support from firm leadership for substantial professional development.   BKD’s Forensics & Litigation leadership team takes pride in creating and maintaining a supportive and respectful environment for our team members. Apply if you’re interested in learning how we can support your professional and personal goals. This position can be located in Indianapolis, IN, Chicago, IL, Kansas City, MO, Dallas, TX, Houston, TX, San Antonio, TX or Springfield, MO.   What You Will Do:  - Participate in investigation, litigation support and forensic consulting engagements - Perform complex and detailed analysis of financial and legal documents, analysis of fraudulent transactions and reconstruction of financial statements  - Apply technical research skills needed to gather, organize, summarize and interpret data to arrive at a conclusion - Prepare sections and/or entire expert reports and other communications required in litigation service projects  - Review work papers, expert reports, and other communications for accuracy, completeness, and compliance with professional standards and applicable judicial requirements
Job ID
2020-7260
Job Locations US-TX-Houston
Posted Date 3 weeks ago(10/7/2020 5:21 PM)
BKD, LLP International Tax Services (ITS) Group strives to help companies as they work to achieve tax efficiency in their international operations. From major multinationals already operating in several countries to smaller businesses planning their first foray abroad, companies face a daunting array of regulations and tax concerns that impact and inform their global business decisions. With an international perspective and local experience, our ITS professionals provide practical advice on establishing new ventures and contracts, structuring overseas transactions in a tax-efficient manner, managing their effective tax rates and maintaining compliance with tax and trade regulations.     What You Will Do: - Manage and develop US international tax planning strategies and projects and their implementation - Tax consulting in a professional environment for the effective diagnosis, solution, development and implementation of tax solutions - Partner with business leaders for international transactions, IC-DISC administration and compliance, and ASC 740 tax provision - Research complex tax issues and prepare technical memos and documentation - Work with tax professionals domestically and internationally - Quantative analysis - Manage, develop, and coach professional staff
Job ID
2020-7191
Job Locations US-TX-Houston | US-IL-Chicago - Downtown | US-CO-Denver | US-TX-Dallas | US-MO-Kansas City | US-TN-Nashville | US-MO-St. Louis
Posted Date 4 weeks ago(10/6/2020 4:27 PM)
This position can be based out of any BKD office.   At BKD, our Transaction Services team is led by a talented team of experienced transaction advisors, who have a sincere appreciation for people and how they are each uniquely motivated. We focus on training and developing our teams to help them reach their full potential. If you’re an experienced diligence professional and motivated team builder who thrives in a fast-paced environment, we would love to talk to you!   In this position, you will explore new frontiers, use your positive and engaging communication style to influence and motivate team members and build strong relationships within the organization and with clients. Further, you will have meaningful support from firm leadership for staffing and business development in addition to the ability to perform due diligence while living inside or outside of traditional major markets.    The ideal candidate will have a background of high-quality engagement execution, strong marketing skills, and a broad network in Healthcare. Your primary responsibility will be growing a practice through the execution of financial due diligence engagements, new business development, including lead generation, and relationship management. This position represents a significant career opportunity for the right individual.   What You Will Do: - Lead buy-side and sell-side financial due diligence engagements - Analyze financial and operational results of target companies - Evaluate financial information, identify diligence issues and opportunities as well as recommend post-acquisition actions - Prepare and review reports regarding due diligence and financial analysis - Research and analyze industry standards, trends and target companies - Work closely with executives, investment bankers, private equity and corporate clients, attorneys or other stakeholders - Actively pursue new clients for the transaction services team - Recruit, lead, supervise and train team members providing transaction services to clients - Work alongside other BKD team members to exceed client expectations
Job ID
2020-7179
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
Job ID
2020-6941
Job Locations US-TX-Houston
Posted Date 3 months ago(8/7/2020 9:11 AM)
As a Tax Senior Associate at BKD, you will gain valuable experience and use your critical thinking abilities to help clients solve problems and apply your social skills to build rewarding business relationships. You will work with clients from a variety of industries as you develop your technical skills and assist in supervising our tax staff.     What You Will Do:  - Provide tax compliance, tax provision, and tax advisory services to pass-through and C-corporation entities with an emphasis on companies operating in the manufacturing and distribution, construction and real estate, professional services and technology, and financial institutions industries - Assist in supervising, developing and coaching professional tax staff - Help develop and manage client relationships - Provide timely and unmatched client service, exceeding client expectations - Represent BKD in the marketplace at networking events - Participate in the proposal process for potential new clients - Participate in campus recruiting initiatives and programs - Contribute to BKD sponsored technical guidance for internal and external publication and to internal learning and development sessions. - Work with your team to assign projects and resolve scheduling conflicts
Job ID
2020-6935
Job Locations US-TX-San Antonio | US-TX-Houston
Posted Date 3 months ago(8/6/2020 11:19 AM)
What You Will Do:   - You would work in conjunction with existing BKD advisor and external advisors to develop, recommend and implement complex tax and estate plans for clients - You would also serve as point of contact to advise on other gift and estate issues and could connect others throughout the firm as needed - Be an external recognized BKD thought leader in the PCS area and ideally would present at high-level, impact conferences, produce written materials, etc. - Evaluate client’s net worth and existing planning vehicles and develops ideas and alternatives (i.e. creation of trusts, asset protection strategies, etc.) - Develop, consult on and implement tax, estate and legacy plans for clients, including those of the greatest complexity in coordination with existing PCS personnel - Consult with clients and their attorneys on the benefits of estate planning and to determine appropriate plans for estate taxes utilizing knowledge of inheritance, gift, income, and estate taxes - Collaborate with other planning resources on specific subject matters and partners in the acquisition of new clients - Conduct and review research, as appropriate, and develops tax, estate and other analyses and plans. Makes generally accepted recommendations to team and may make recommendations to clients. - Provide direction to and supervise PCS personnel in development of work product - Maintain current in-depth knowledge of a full range of trust-oriented services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning) - Maintain periodic contact with clients in coordination with the relationship partner - Deepen existing relationships by working with integrated PCS teams - Retain, expand and deepen existing relationships in collaboration with relationship partners - Identify solutions and BKD services as sales opportunities to enhance existing client relationships - Develop new client relationships through networking, prospecting and referrals by being actively involved in networking at key organizations - Assess and effectively manage all the risks associated with their business objectives and activities to ensure they adhere to and support BKD's Enterprise Risk - Have knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations
Job ID
2020-6921
Job Locations US-TX-Houston
Posted Date 3 months ago(7/28/2020 9:10 AM)
BKD Wealth Advisors, LLC, a wholly owned subsidiary of BKD, LLP is seeking to add an experienced Wealth Management professional to its Private Client Services team in our Houston practice. We focus on simplifying the complex financial lives of ultra-affluent families.     What You Will Do: - Serve as the lead wealth advisor for a team providing an integrated suite of services to ultra-affluent families. - Work with a team of Private Client Services professionals to assist families in creating a comprehensive wealth management strategy that focuses on: - Family Governance & Administration - Wealth Transfer Planning - Investment Management - Risk Management - Philanthropic Strategies - Technology - Accounting & Tax Service - Work with multiple generations within a family - Develop/maintain in-depth expertise and global knowledge of wealth management services - Coordinate & work on multiple, concurrent client projects & complete assignments with minimal supervision - Actively participate in business development activities to identify, pursue & acquire new clients - Develop contacts with others in the business, professional or civic community
Job ID
2020-6900
Job Locations US-TX-Houston
Posted Date 3 months ago(7/21/2020 10:18 AM)
The BKD audit team provides assurance 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. As an Audit Senior Manager you will be responsible for providing unmatched client service while managing audit engagements, working with associates and the engagement partner, as well as the client.  Responsibilities include:     What You Will Do:  - Assist in managing, developing and coaching professional staff  - 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   - 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 hours    - Travel to serve clients as necessary 
Job ID
2020-6890
Job Locations US-TX-Houston
Posted Date 6 months ago(5/7/2020 10:45 AM)
What You Will Do: - Assist in managing, developing and coaching professional staff - Accurately complete and review tax engagements in a manner that meets professional technical requirements - Consistently identify engagement and operating problems and provide timely solutions and consultation - Manage multiple concurrent engagements without disruption or loss of control and within scheduled deadlines - Manage multiple client relationships, billings and resource needs - Build personal referral sources and clientele while actively participate in team marketing opportunities - Lead tax committee meetings presentations - Participate in speaking and article writing opportunities - Complete CPE specific to the Energy & Natural Resources industry
Job ID
2020-6743
Job Locations US-TX-Houston
Posted Date 5 months ago(5/17/2020 9:20 PM)
At BKD, our Transaction Services team is led by a talented team of experienced transaction advisors, who have a sincere appreciation for people and how they are each uniquely motivated. We focus on training and developing our teams to help them reach their full potential. If you’re an experienced diligence professional and motivated team builder who thrives in a fast-paced environment, we would love to talk to you!   In this position, you will explore new frontiers, use your positive and engaging communication style to influence and motivate team members and build strong relationships within the organization and with clients. Further, you will have meaningful support from firm leadership for staffing and business development in addition to the ability to perform due diligence while living inside or outside of traditional major markets.   The Transaction Services leadership team takes pride in creating and maintaining a supportive and respectful environment for our team members. {Apply} or {Submit your contact information below} if you’re interested in learning how we can support your professional and personal goals.     What You Will Do: - Lead buy-side and sell-side financial due diligence engagements. - Analyze financial and operational results of target companies. - Evaluate financial information, identify diligence issues and opportunities as well as recommend post-acquisition actions. - Prepare and review reports regarding due diligence and financial analysis. - Research and analyze industry standards, trends and target companies. - Work closely with executives, investment bankers, private equity and corporate clients, attorneys or other stakeholders. - Actively pursue new clients for the transaction services team. - Lead, supervise and train team members providing transaction services to clients. - Work alongside other BKD team members to exceed client expectations.
Job ID
2020-6729
Job Locations US-TX-Houston
Posted Date 8 months ago(2/17/2020 12:33 PM)
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: - Perform detailed audit procedures over various income statement and balance sheet accounts - Proactively interact with key client management to demonstrate your ability to recognize problems and propose sensible solutions - Use technology tools proficiently in regular assignments and demonstrate commitment to improving work processes through use of technology - Maintain the appropriate balance between client needs and BKD’s risk - Manage assigned workload between yourself and BKD employees - Meet assigned deadlines or budgets and provide advanced notification of any variances - Travel to serve clients as necessary - Complete required Continued Professional Education
Job ID
2020-6553

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