Michael Adam
Licensed CPA and Private Client Services Managing Director – Expert in managing tax planning, compliance and consulting, specializing in individual, High Net Worth Individuals and business owners
- Role
- Tax Managing Director Private Client Services at BDO USA
- Location
- Clarksburg, MD, US
- LinkedIn followers
- 500 followers
About Michael Adam
I am a highly accomplished and adaptable Private Client Services Tax Managing Director and Licensed CPA, with a progressive career leveraging broad financial, taxation and compliance expertise to deliver value to clients. Over the course of my career, I have been successful in managing tax planning, compliance and consulting, specializing in individual, High Net Worth Individuals and business owner clients. One of my core strengths, is my ability to rapidly identify, investigate and resolve accounting and tax discrepancies, using meticulous attention to detail and numerical problem solving skills. In addition, I am passionate about delivering improvements across processes, while mentoring, training and developing colleagues to drive performance and efficiency. I am committed to working with my clients to help them understand federal and state tax obligations and changes, and consistently meet client needs and objectives. Specialities: Tax Compliance and Tax Planning | High Net Worth Individual Taxation | Business Advisory Provision | Wealth Transfer Management | Estate, Gift and Trust Taxation | Multistate Taxation | Complex Investments | Tax Data Analysis | Continuous Process Improvement | Project Planning and Management | People and Performance Management | Team Leadership and Development | Stakeholder and Client Engagement
Experience
Tax Managing Director Private Client Services
Aug 2025 — Present · Potomac, MD, US
Education
University of Maryland
Bachelor's of Science, Accounting
2011 — 2016
University of Maryland
Bachelor's of Science, Finance
2011 — 2016
Albert Einstein High School
Academy of Finance
2007 — 2011
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