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Job Locations US-TX-San Antonio
Posted Date 6 days ago(1/15/2021 9:19 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 San Antonio 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
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Job Locations US-TX-Dallas | US-TX-Austin | US-TX-San Antonio | US-AR-Little Rock | US-OK-Oklahoma City | US-TX-Houston
Posted Date 1 week ago(1/13/2021 2:55 PM)
**This position can be based in Dallas, Houston, Austin, San Antonio, Little Rock, or Oklahoma City.   BKD Capital Advisors, LLC, a wholly owned subsidiary of BKD, LLP, is currently seeking a regional market leader. In this position, your primary responsibility will be growing a practice through the execution of investment banking engagements, new business development and relationship management. The ideal candidate will have a background of high-quality engagement execution, strong marketing skills and a broad network. This position represents a significant career opportunity for the right individual.   What You Will Do:   - Manage investment banking transactions - Deal origination and engagement execution for mergers & acquisitions, debt and equity financing, company divestitures, and strategic options analysis engagements - Client/prospect interaction - Develop internal and external relationships to source M&A transactions, prepare and deliver client/prospect presentations, work closely with BKD partners/managers and initiatives groups in developing client relationships and marketing strategies - Marketing support - Prepare and execute business development strategies including, participating in corporate finance-related industry conferences and public speaking opportunities, assisting in developing articles, marketing letters, news releases, and other avenues to generate exposure and build the brand - Team building– Contribute to a high-performing national investment banking practice through active coaching, mentoring, and recruiting
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Job Locations US-TX-San Antonio
Posted Date 2 months ago(11/18/2020 5:01 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
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Job Locations US-TX-San Antonio
Posted Date 5 months ago(8/27/2020 11:27 AM)
Our San Antonio office is actively seeking a Tax Manager.  The preferred candidate will have at least 3 years of experience working with corporate tax clients; experience with financial institutions clients is preferred but not necessary.    What You Will Do:  - Manage tax advisory services, tax compliance, and tax provision to pass-through and C-corporation entities with an emphasis on manufacturing and distribution, construction and real estate, professional services, technology and financial institutions - Help develop, build and manage client relationships - Represent BKD in the professional and business community - Participate in the proposal process for prospective clients - Contribute to BKD sponsored technical guidance for internal and external publication and to internal learning and development. - Assist in managing, developing and coaching professional tax staff
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Job Locations US-TX-San Antonio
Posted Date 5 months ago(8/27/2020 11:29 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
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Job Locations US-TX-San Antonio | US-TX-Houston
Posted Date 6 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
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