Tax Experienced Senior, Private Client Services

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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



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.

A 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.



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

• 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

• 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

• 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

• 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

• 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, Go File Room , Sure Prep), preferred
• Experience with tax research tools (BNA Portfolio, CCH Intelli Connect, Checkpoint and Lexis Nexis), preferred