Tax Senior, Private Client Services

About the role

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of 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, 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
• 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

Experience in private client service, 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

Skills

• Uses educational background and professional experience as well as communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients

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

Benefits

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
NYC/Long Island/Westchester Range: $100,000 - $118,000
Washington Range: $80,000 - $95,000
Washington DC Range: $93,000 - $98,000

Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more!