BDO USA
Join to apply for the
Tax Senior, Private Client Services
role at
BDO USA
Job Description 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.
Job Summary 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 following instructions and seeking feedback
Reviews basic individual and trust tax returns and provides written and verbal feedback to staff and interns
Analyzes tax notices from government agencies and prepares initial drafts of responses
Identifies technical issues, conducts advanced tax research, and develops recommendations for PCS leadership
Works in a fast-paced, deadline-driven environment both independently and in a team
Prioritizes and completes tasks
Collaborates and builds new relationships with other professionals 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
Education & Qualifications
Bachelor’s degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in another focus area with 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), preferred
Other professional degrees or certifications applicable to the role, preferred
Software
Proficient in Microsoft Office Suite (Word, Excel, 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, Lexis Nexis), preferred
Other Knowledge, Skills & Abilities
Initiative
Communication
Leadership
Business Development
People Development
Individual salaries offered to a candidate are determined after consideration of various factors including qualifications, experience, skills, and geography.
About Us Join us at BDO, where you will find more than a career — you’ll find a place where your work is impactful and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture centers on meaningful connections, curiosity, and being true to yourself, while making a positive difference.
BDO is proud to be an ESOP company, reflecting a culture that puts people first by sharing financially in our growth with the U.S. team. The ESOP stands as a compelling addition to our compensation and Total Rewards offerings.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies improve beyond business as usual. Our values include welcoming diverse perspectives, empowering team members, transforming client outcomes, celebrating ingenuity, and focusing on resilience and sustainability.
Equal Opportunity Employer Equal Opportunity Employer, including disability/vets. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Accounting/Auditing
Industries
Accounting
We’re unlocking community knowledge in a new way. This description may contain references to salary data and benefits; actual compensation and benefits vary by location and other factors.
#J-18808-Ljbffr
Tax Senior, Private Client Services
role at
BDO USA
Job Description 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.
Job Summary 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 following instructions and seeking feedback
Reviews basic individual and trust tax returns and provides written and verbal feedback to staff and interns
Analyzes tax notices from government agencies and prepares initial drafts of responses
Identifies technical issues, conducts advanced tax research, and develops recommendations for PCS leadership
Works in a fast-paced, deadline-driven environment both independently and in a team
Prioritizes and completes tasks
Collaborates and builds new relationships with other professionals 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
Education & Qualifications
Bachelor’s degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in another focus area with 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), preferred
Other professional degrees or certifications applicable to the role, preferred
Software
Proficient in Microsoft Office Suite (Word, Excel, 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, Lexis Nexis), preferred
Other Knowledge, Skills & Abilities
Initiative
Communication
Leadership
Business Development
People Development
Individual salaries offered to a candidate are determined after consideration of various factors including qualifications, experience, skills, and geography.
About Us Join us at BDO, where you will find more than a career — you’ll find a place where your work is impactful and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture centers on meaningful connections, curiosity, and being true to yourself, while making a positive difference.
BDO is proud to be an ESOP company, reflecting a culture that puts people first by sharing financially in our growth with the U.S. team. The ESOP stands as a compelling addition to our compensation and Total Rewards offerings.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies improve beyond business as usual. Our values include welcoming diverse perspectives, empowering team members, transforming client outcomes, celebrating ingenuity, and focusing on resilience and sustainability.
Equal Opportunity Employer Equal Opportunity Employer, including disability/vets. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Accounting/Auditing
Industries
Accounting
We’re unlocking community knowledge in a new way. This description may contain references to salary data and benefits; actual compensation and benefits vary by location and other factors.
#J-18808-Ljbffr