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

• Participate in tax and consulting engagements and enhance skills identifying and addressing client needs
• Work with clients and their advisors to gather information needed to prepare tax returns
• Prepare 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
• Review basic individual and trust tax returns and provide written and verbal feedback to staff and interns
• Analyze tax notices received from government agencies and prepare initial drafts of response
• Identify technical issues, conduct advanced tax research, and develop sound recommendations for PCS leadership
• Work in a fast-paced, deadline-driven environment both independently and within a team dynamic
• Prioritize and complete tasks
• Collaborate and build new relationships with other new professionals both inside and outside the firm

Supervisory Responsibilities

• May supervise and manage the day-to-day work assignments of PCS Associates
• Provide verbal and written performance feedback to PCS Associates, as necessary
• Act as mentor to PCS Associates

Qualifications

Education:

• 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

Experience:

• 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

License/Certifications:

• 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

Skills

Initiative:

• Works hard, putting in extra effort when necessary to complete their assignments within given deadlines; self-starting; doesn't need to be explicitly told to put in this effort; when set, meets weekly/engagement hours expectations
• Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps

Communication:

• Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
• Internally, communicates the status of their work to their team; promptly responds to requests

Leadership:

• Leads by example, acting as a model for the firm's core values
• Takes on challenges; sees tasks through completion, even if there are obstacles

Business Development:

• Builds new relationships and maintains existing relationships with BDO professionals and external sources

People Development:

• Ability to interact effectively with people at all organizational levels of the firm
• Takes the time to teach others information/skills that are critical to their current and future work
• Trains associates and interns on how to use all current software tools and PCS methodology

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 - $110,000
• Washington Range: $80,000 - $95,000
• Washington DC Range: $93,000 - $98,000