Tax Senior, Private Client Services

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.

Job Duties:

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

Supervisory Responsibilities:

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

Qualifications, Knowledge, Skills and Abilities:

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

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

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

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

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

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.

Equal Opportunity Employer, including disability/vets Click here to find out more !