Tax Senior, Private Client Services
About the role
The Private Client Services Practice at BDO is a boutique practice dedicated to serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, and others with complex tax and financial structures. We offer a high-touch approach to providing tax and consulting services, covering areas such as 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 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
- Collaborates and builds new relationships with other new professionals both inside and outside the firm
- Prioritizes and completes tasks
- Serves as mentor to PCS Associates
- Provides verbal and written performance feedback to PCS Associates, as necessary
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
People Development
Benefits
No information provided in the job description.
Pay
No information provided in the job description.
Schedule
No information provided in the job description.