Tax Experienced Associate, Private Client Services

Job Summary

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

About the role

The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.

Responsibilities

• Participates in tax and consulting engagements and develops skills identifying and addressing client needs
• Works with managers and clients to identify and gather information needed to prepare tax returns
• Prepares individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns, both Federal and State jurisdictions, while demonstrating the ability to follow instructions and actively seek feedback
• Provides tax research support for PCS leadership
• Analyzes tax notices received from government agencies and proposes a solution or response
• Prioritizes and completes tasks
• Collaborates and builds relationships with other service lines and other subject matter professionals both inside and outside the firm

Requirements

N/A

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics or Statistics, required, OR Bachelor's degree in other focus area and CPA certification, required
• Master’s in Accountancy or Taxation, preferred
• One (1) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, preferred
• Licenses/Certifications: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), preferred
• Possession of other professional degrees or certifications applicable to role, preferred
• Software Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required
• Experience with tax research databases and tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred

Skills

N/A

Benefits

N/A

Pay

California Range: $80,000 - $83,500
Colorado Range: $70,000 - $80,000
Illinois Range: $74,000 - $78,000
Maryland Range: $85,500 - $88,000
Massachusetts Range: $86,500 - $89,000
Minnesota Range: $72,000 - $78,000
New Jersey Range: $77,000 - $92,000
Ohio Range: $71,000 - $85,000
NYC/Long Island/Westchester Range: $93,000 - $95,000
Washington Range: $69,500 - $80,000
Washington DC Range: $86,000 - $90,000

Schedule

N/A