Director of Business Development, Tax

Job Description

Job Summary

BDO’s Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge, and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.

Under the direction of the BD Managing Director and in collaboration with practice leadership, and the Chief Business Development Officer, the Director of Business Development, Tax, is responsible for driving, monitoring, and improving sales performance for BDO’s tax service offerings across an assigned geography and industry group. This position is also charged with building the sales presence and identifying, helping to pursue new business opportunities, and closing sales in line with the Firm and market business strategies.

Job Duties

Develops new revenue opportunities for BDO’s Services, primarily targeting Tax Executives and those charged with overseeing the Tax function Brings a strong network of C-Suite and tax contacts which can be translated into new business Creates and executes against business development plans in conjunction with Tax Principals and Managing Directors in assigned market/industry for services relevant to the target market Segments target prospects and clients in alignment with business line and industry guidelines Identifies business development activities necessary to drive opportunities and defines cross-selling and key account programs Facilitates monthly meetings with the BD Managing Director or their designee, as well as practice leaders to design, implement and report on business development / growth plans for the practice Works alongside practice leaders to understand service capabilities and reports back to the team on market perceptions, competitor activity, and market pulse Collaborates with practice leaders and marketing to develop necessary campaigns, thought leadership, event strategies, and other go-to-market activities as needed based on market opportunities. Distributes business development plans, goals, and progress reports to tax practice leaders each quarter for feedback Participates in the sales and proposal processes, as needed, including developing and managing the pursuit strategy, planning and attending (when appropriate) pursuit meetings, and providing proposal/presentation strategy and support Facilitates the monthly pursuit/pipeline meetings Directs practice strategies and resources to improve sales effectiveness and maintains compliance with national processes Works alongside Principals to negotiate pricing and overall delivery of services with prospects and clients Provides feedback to National Business Development leadership on processes, templates, tools, etc. Coordinates with BDO Alliance USA and BDO International member firms on initiatives, as appropriate

Supervisory Responsibilities

N/A

Education

Qualifications, Knowledge, Skills, and Abilities

High School Diploma or GED and seven (7) or more years of business development experience in a professional services environment or industry relevant firm, required; OR Bachelor’s Degree and five (5) or more years of business development experience in a professional services environment or industry relevant firm, required Bachelor’s Degree, focus in Business Administration or Marketing, preferred

Experience

Experience working in professional services firms including accounting, cyber security, data analytics, software, business advisory services and/or electronic discovery industries, preferred Track record of developing business relationships with C-level executives (CEOs, CFOs, Board of directors, etc.) and referral sources (attorneys, bankers, etc.) required

License/Certification

N/A

Software

Proficient in the use of Microsoft Office Suite, required Client relationship management(CRM) experience. required Microsoft Dynamics, preferred Knowledge of contact management software including updating, maintenance and list generation, preferred

Language

N/A

Other Knowledge, Skills, & Abilities

Advanced knowledge in the development, management and execution of sales processes including business development planning, lead generation, event planning, pipeline management, account planning management, sales strategy, and development Ability to develop business relationships with C-Suite executives (CEOs, CFOs), Board of Directors, and referral sources Ability to thoughtfully and positively influence, lead, marshal resources, and manage change in a matrix environment Strong business acumen with an ability to understand and communicate BDO's business, marketplace, and value proposition Excellent project management skills Ability to work in a deadline-driven environment and handle multiple projects simultaneously Excellent verbal and written communication skills, as well as the ability to present and facilitate Capacity to travel on a periodic basis to meet with business development / marketing personnel, participate in events or sales meetings, and attend regional and national meetings, as necessary

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

California Range: $175,000 - $250,000

Colorado Range: $175,000 - $250,000

NYC/Long Island/Westchester Range: $175,000 - $250,000

About Us

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On

Welcoming diverse perspectives and understanding the experience of our professionals and clientsEmpowering team members to explore their full potentialOur talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunitiesCelebrating ingenuity and innovation to transform our business and help our clients transform theirsFocus on resilience and sustainability to positively impact our people, clients, and communitiesBenefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

Click here to find out more!

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"