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. The Private Client Services Practice specializes in 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
• 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

Prior basic supervisory experience, preferred

Licenses/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

Software Proficiency: 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: 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

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

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

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