Tax Experienced Senior, Private Client Services

About the role

The Private Client Services Practice at BDO is a boutique offering high touch tax and consulting services to high net-worth individuals, families, and other complex tax and financial structures.

Responsibilities

• Participates in tax and consulting engagements and enhances skills identifying and addressing client needs, tax planning, and consulting opportunities.
• Works directly with clients and their advisors to gather information needed to prepare tax returns.
• Develops understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns, both Federal and State jurisdictions.
• Analyzes tax notices received from government agencies and prepares initial drafts of response.
• Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership.
• Works in a fast-paced, deadline-driven environment both independently and within a team dynamic.
• Prioritizes and completes tasks.
• Aids in building new relationships with other professionals both inside and outside the firm.
• May supervise and manage the day-to-day work assignments of PCS Associates.
• Provides verbal and written performance feedback to PCS Associates, as necessary.
• Acts as mentor to PCS Associates.

Requirements

• Bachelor’s degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in other focus area and CPA certification, required.
• Master’s degree in Accountancy or Taxation, preferred.
• Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required.
• Experienced in private client services, preferred.
• Prior basic supervisory experience, preferred.
• 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 compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred.
• Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred.

Qualifications

• Education: Bachelor’s degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in other focus area and CPA certification, required.
• Master’s degree in Accountancy or Taxation, preferred.
• Experience: Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required.
• Knowledge: Experienced in private client services, preferred.
• Skills: Prior basic supervisory 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.
• Software: Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required.
• Research Tools: Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred.
• Other: Possession of other professional degrees or certifications applicable to role preferred.

Skills

• Initiative: Works hard, putting in extra effort when necessary to complete their assignments within given deadlines; self-starting; doesn’t need to be explicitly told to put in this effort; when set, meets weekly/engagement hours expectations.
• Self-Awareness: Demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps.
• Communication: Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative.
• Internally: Communicates the status of their work to their team; promptly responds to requests.
• Leadership: Leads by example, acts as a model for the firm’s core values; takes on challenges; sees tasks through completion, even if there are obstacles.
• Business Development: Participates in business development and networking activities; Seizes opportunities for new professional contacts when presented.
• People Development: Ability to interact effectively with people at all organizational levels of the firm; Assists in supervision, development, and training of employees.

Benefits

BDO offers a comprehensive benefits package that includes:

• Qualified Retirement Plan (ESOP)
• Flexible Work Arrangements
• Professional Development Opportunities
• Employee Wellness Programs
• Work-Life Balance Initiatives
• Health and Wellness Benefits
• Disability and Life Insurance
• Retirement Savings Plans
• Employee Assistance Programs
• Continuing Education and Training
• Employee Recognition and Rewards
• Community Involvement and Volunteer Opportunities
• Comprehensive Health Coverage
• Accommodation for Disabilities
• Family and Medical Leave
• Subsidized Parking
• On-site Fitness Centers
• Wellness Programs
• Flexible Spending Accounts
• Telecommuting Options
• Generous Paid Time Off
• Employee Discounts
• Employee Resource Groups
• Professional Networking Events
• Employee Stock Ownership Plan (ESOP)

Details on specific benefits may vary by location and are subject to eligibility requirements.