Tax Experienced Senior, Private Client Services

About the role

BDO is a boutique practice within the firm, offering a high touch approach to serve high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, and others with 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, while demonstrating the ability to follow instructions and actively seek feedback.
• Reviews basic individual and trust tax returns and provides written and verbal feedback to staff and interns.
• 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.
• Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training.
• Builds new relationships with other professionals both inside and outside the firm.
• Supervisory Responsibilities: 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.
• License/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 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 Proficiency: 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.
• Tax Research: Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), 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: Owns their own career and technical development; 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, acting 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

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.

BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!

Equal Opportunity Employer, including disability/vets