Tax 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, 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
• 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

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

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 provided in the "About Us" section of the job description.

Pay

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. Specific ranges are provided for various locations.

Schedule

The posting does not specify a schedule, so no content is included for this section.