Tax Senior, Private Client Services

About the role

BDO is a boutique practice within the firm, offering a high touch approach to serve high net-worth individuals, 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
• 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
• 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

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
• People Development

Benefits

Details about benefits are available upon request. 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. BDO is an equal opportunity employer, including disability/vets.