Tax Experienced Senior, Private Client Services

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.

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

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, Go File Room , Sure Prep), preferred

Experience with tax research tools (BNA Portfolio, CCH Intelli Connect, Checkpoint and Lexis Nexis), preferred

Languages:

N/AOther Knowledge, Skills & Abilities:

Initiative Works hard, putting in extra effort when necessary to complete their assignments within given deadlines; self-starting; doesn’t need to be explicitly told to put in this effort; when set, meets weekly/engagement…