Tax Senior, Private Client Services

We need to output HTML fragment with sections: About the role (job summary), Responsibilities (job duties), Requirements (education, experience, license/certifications, software, other knowledge/skills/abilities), Benefits (if any), Pay (if any), Schedule (if any). We must not repeat job title. No boilerplate. Remove EEO etc. Also remove application instructions. The posting includes "Individual salaries that are offered to a candidate are determined after consideration of numerous factors..." then lists ranges per state. That's pay info. So we need a Pay section with those ranges. Benefits: The posting mentions "BDO Total Rewards encompass more than traditional benefits. Click here to find out more ! Benefits may be subject to eligibility requirements." Also mentions ESOP as part of benefits. So we can include Benefits section summarizing that BDO offers Total Rewards including ESOP, etc. Should we include the "Learn more about our benefits: BDO Total Rewards..."? It's substantive. We'll include a brief description. Schedule: Not mentioned. So we should not create Schedule section. We need headings:

for each section. We need to use

• for any list of duties/requirements/benefits. We need

  for prose. We must preserve all substantive information, not invent or summarize away detail. But we can condense lists? The instruction: "Prefer a few substantive sections over many thin ones." So we can combine similar items. We must not repeat job title as heading. The page already shows it, so we don't add. We must not put Job ID/requisition numbers as headings. We need to remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Thus we will produce something like:

  About the role

  Private Client Services at BDO is a boutique practice... (the job summary paragraph).

  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

  We need to include Education Qualifications, Experience, License/Certifications, Software, Other Knowledge, Skills & Abilities. We can break into sub-sections? But we only have

  for section headings; we could embed subheadings as

  or ? The instruction says use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have a single Requirements section that includes all those details, possibly using

  for lists. We need to preserve all substantive information. So we need to include each bullet. Let's extract: Education Qualifications, Knowledge, Skills and Abilities: - 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 Other Knowledge, Skills & Abilities: - 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 We need to preserve all that. We'll format as
  • for each bullet, maybe with sub-bullets? But we can keep each as a separate
  • with the content. We'll also need Benefits section: The posting mentions: "BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity. We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together. Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more ! Benefits may be subject to eligibility requirements." We need to preserve substantive info: ESOP, Total Rewards, etc. We'll create a Benefits section with a

    describing that. Pay section: The posting includes salary ranges per state. We'll list them as

    • each state range. We must not create Pay/Schedule/Benefits sections unless posting actually states them. We have Pay and Benefits. Now ensure we don't include boilerplate like "Equal Opportunity Employer", etc. Now produce HTML fragment. Let's craft. We'll start with About the role: combine job summary paragraphs. Job Summary: "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. A Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients." We'll put that in

      . Now Responsibilities: list as above. Now Requirements: we need to include all sub-items. We'll maybe group under

      with each bullet. We'll need to ensure we don't lose any detail. Let's draft. Potential HTML:

      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. A Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.

      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

      • 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 Int