Tax Senior, Private Client Services

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 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
• 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
• Experience in private client service
• Prior basic supervisory experience
• 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)
• Possession of other professional degrees or certifications applicable to role
• Software proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat
• Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep)
• Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis)

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

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. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on welcoming diverse perspectives and understanding the experience of our professionals and clients. Empowering team members to explore their full potential, our talented team brings varying skills, knowledge, and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities. Celebrating ingenuity and innovation to transform our business and help our clients transform theirs, we focus on resilience and sustainability to positively impact our people, clients, and communities. BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!

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

Flexible schedule to accommodate the needs of the client and the firm.