Tax Experienced Senior, Private Client Services

Tax Experienced Senior, Private Client Services

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Private Client Services at BDO is a boutique practice that serves high net-worth individuals, families, family offices, C‑Suite executives, athletes, entertainers, and others with complex tax and financial structures. The practice specializes in 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) leverages educational background and professional experience, along with strong communication, time‑management, leadership, technical, business‑development, and people skills, to deliver tax compliance and consulting services to our high net‑worth clients.

• Participate in tax and consulting engagements and enhance skills identifying and addressing client needs, tax planning, and consulting opportunities.
• Work directly with clients and their advisors to gather information needed to prepare tax returns.
• Develop an understanding of complex individual, trust, estate, S‑Corp, foundation, partnership, and gift tax returns, both Federal and State jurisdictions, while following instructions and seeking feedback.
• Review basic individual and trust tax returns and provide written and verbal feedback to staff and interns.
• Analyze tax notices received from government agencies and prepare initial drafts of responses.
• Identify technical issues, conduct advanced tax research, and develop sound recommendations for PCS leadership.
• Work in a fast‑paced, deadline‑driven environment both independently and within a team dynamic.
• Prioritize and complete tasks efficiently.
• Assist with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training.
• Build new relationships with other professionals both inside and outside the firm.

• May supervise and manage the day‑to‑day work assignments of PCS Associates.
• Provide verbal and written performance feedback to PCS Associates, as necessary.
• Act as a mentor to PCS Associates.

Bachelor’s degree in Accounting, Finance, Economics, or Statistics (required) or Bachelor’s degree in another 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 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 and Lexis Nexis) (preferred).

N/A

California: $96,000 – $125,000

Colorado: $80,000 – $100,000

Illinois: $90,000 – $108,000

Maryland: $98,000 – $110,000

Massachusetts: $102,000 – $119,000

Minnesota: $80,000 – $95,000

New Jersey: $88,000 – $125,000

NYC/Long Island/Westchester: $115,000 – $130,000

Washington: $83,000 – $115,000

Washington DC: $105,000 – $117,000

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 around making meaningful connections, approaching interactions with curiosity, and being true to yourself while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities.

BDO is proud to be an ESOP company, reflecting a culture that puts people first by sharing financial growth with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

Equal Opportunity Employer, including disability/vets.