Tax Senior, Private Client Services
Job Summary
About the role
BDO is a boutique practice within our firm offering a high touch approach to serve high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, and others with complicated tax and financial structures.
Responsibilities
- Participates in tax and consulting engagements and enhances skills identifying and addressing client needs
- Works with clients and their advisors to gather information needed to prepare tax returns
- Prepares complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns, both Federal and State jurisdictions
- 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
- Prioritizes and completes tasks
- Collaborates and builds new relationships with other new 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
- Two (2) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required
- 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
- 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
Skills
- Initiative
- Communication
- Leadership
- Business Development
- People Development
Benefits
Details about benefits are available upon request. BDO is committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. BDO is an equal opportunity employer, including disability/vets.
Pay
California Range: $84,000 - $110,000
Colorado Range: $72,000 - $90,000
Illinois Range: $80,000 - $93,000
Maryland Range: $90,000 - $94,000
Massachusetts Range: $90,000 - $100,000
Minnesota Range: $75,000 - $84,000
New Jersey Range: $82,000 - $112,000
Ohio Range: $81,000 - $95,000
NYC/Long Island/Westchester Range: $100,000 - $118,000
Washington Range: $80,000 - $95,000
Washington DC Range: $93,000 - $98,000
Schedule
Details about the schedule are available upon request.