Tax Experienced Senior, Private Client Services

Job Summary

A Tax Experienced Senior, Private Client Services (PCS) provides tax compliance and consulting services to high net‑worth individuals, family offices, and executives. The role combines technical tax expertise with client relationship management to deliver high‑touch solutions.

• Participate in tax and consulting engagements, identifying client needs and consulting opportunities.
• Work directly with clients and advisors to gather information for tax return preparation.
• Develop understanding of complex individual, trust, estate, S‑Corp, foundation, partnership, and gift tax returns.
• Review basic individual and trust tax returns, providing written and verbal feedback to staff and interns.
• Analyze tax notices from government agencies and prepare initial draft responses.
• Conduct advanced tax research and develop recommendations for PCS leadership.
• Operate in a fast‑paced, deadline‑driven environment both independently and within a team dynamic.
• Prioritize and complete tasks; assist with PCS/firm contribution responsibilities including billing, recruiting, and CPE activities.
• Build new relationships with other professionals inside and outside the firm.

• Bachelor’s degree in Accounting, Finance, Economics, or Statistics required; CPA certification or equivalent preference.
• Master’s degree in Accountancy or Taxation preferred.
• Three (3) or more years of prior relevant tax experience required.
• Prior basic supervisory experience preferred.
• Experience in private client services preferred.

• Bachelor’s degree in Accounting, Finance, Economics, or Statistics 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.
• Experience in private client services preferred.
• Prior basic supervisory experience preferred.

• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or IRS Enrolled Agent (EA) required.

• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) 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.

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

BDO is a global professional services firm that offers assurance, tax, advisory, and consulting services to a diverse range of clients. Our culture is centered around meaningful connections, curiosity, and true authenticity, delivering exceptional outcomes while valuing each individual’s impact.

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