BDO USA, LLP
Tax Experienced Senior, Private Client Services
BDO USA, LLP, Costa Mesa, California, United States, 92626
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.
Tax Experienced Senior, Private Client Services (PCS) 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.
This role will work a sporadic and fluctuating work schedule.
Job Duties
Participates in tax and consulting engagements and enhances skills identifying and addressing client needs, tax planning, and consulting opportunities
Works directly with clients and their advisors to gather information needed to prepare tax returns
Develops understanding of 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
Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training
Builds new relationships with other 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
Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required
Experienced in private client services, 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
Languages
N/A
Other Knowledge, Skills & Abilities
Strong self‑motivation with the ability to complete assigned projects and tasks
Willingness to seek advise of appropriate supervisors regarding issues and questions related to assigned projects
Owns their own career and technical development
Excellent verbal and written communication skills
Internally communicates the status of their work to their team; promptly responds to requests
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
Can explain the future value of a strong internal and external professional network
Maintains and grows their existing network (e.g. school contacts, other BDO professionals, and service providers)
Ability to interact effectively with people at all organizational levels of the firm
Capability to build and maintain strong relationships with clients
Willing to helps new hires (including interns) integrate, teaching them about their work, and making them feel like part of the team
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Tax Experienced Senior, Private Client Services (PCS) 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.
This role will work a sporadic and fluctuating work schedule.
Job Duties
Participates in tax and consulting engagements and enhances skills identifying and addressing client needs, tax planning, and consulting opportunities
Works directly with clients and their advisors to gather information needed to prepare tax returns
Develops understanding of 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
Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training
Builds new relationships with other 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
Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required
Experienced in private client services, 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
Languages
N/A
Other Knowledge, Skills & Abilities
Strong self‑motivation with the ability to complete assigned projects and tasks
Willingness to seek advise of appropriate supervisors regarding issues and questions related to assigned projects
Owns their own career and technical development
Excellent verbal and written communication skills
Internally communicates the status of their work to their team; promptly responds to requests
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
Can explain the future value of a strong internal and external professional network
Maintains and grows their existing network (e.g. school contacts, other BDO professionals, and service providers)
Ability to interact effectively with people at all organizational levels of the firm
Capability to build and maintain strong relationships with clients
Willing to helps new hires (including interns) integrate, teaching them about their work, and making them feel like part of the team
#J-18808-Ljbffr