Tax Senior, Private Client Services

Overview

Tax Senior, Private Client Services at BDO USA is a role within a boutique Private Client Services practice serving high net-worth individuals and families, family offices, executives, athletes, and entertainers. The practice covers 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 using their educational background and professional experience, along with communication, time management, leadership, technical, business development, and people skills, to provide tax compliance and consulting services to high net-worth clients.

• Participates in tax and consulting engagements and identifies and addresses client needs
• Works with clients and their advisors to gather information required to prepare tax returns
• Prepares complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns for Federal and State jurisdictions, following instructions and seeking feedback
• Reviews basic individual and trust tax returns and provides 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 relationships with other professionals inside and outside the firm

• May supervise and manage day-to-day work of PCS Associates
• Provides verbal and written performance feedback to PCS Associates as needed
• Acts as a mentor to PCS Associates

• Bachelor’s degree in Accounting, Finance, Economics, or Statistics, or a Bachelor's in another field with CPA certification
• Master’s degree in Accountancy or Taxation, preferred

• Two or more years of relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience
• Experience in private client service, preferred
• Prior basic supervisory experience, preferred

• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Enrolled Agent (EA), or equivalent preferred
• Other professional degrees or certifications applicable to the role, preferred

• Proficient in Microsoft Office Suite (Word, Excel, 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, Lexis Nexis), preferred

• Initiative: self-starting, meets weekly/engagement-hour expectations
• Communication: clear verbal and written communication, status updates to the team
• Leadership: leads by example and sees tasks through to completion
• Business Development: builds and maintains relationships with BDO professionals and external sources
• People Development: ability to interact with all levels, trains others on tools and PCS methodology

Individual salaries offered are determined based on 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
NYC/Long Island/Westchester Range: $100,000 - $118,000
Washington Range: $80,000 - $95,000
Washington DC Range: $93,000 - $98,000

Join us at BDO, 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 making a positive difference. BDO is proud to be an ESOP company, sharing in our growth with the U.S. team. We provide assurance, tax, and advisory services to clients across the U.S. and in over 160 countries through our global organization.

EEO statements and equal opportunity employment information are included as part of our standard content.