Tax Experienced Senior, Private Client Services

Job-ID: 13542Category: GeneralistLocation: Milwaukee, WI, United States; Madison, WI, United StatesSchedule: Full timePosted: 2026-08-18Closes: 2027-08-18Job 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 opportunitiesWorks directly with clients and their advisors to gather information needed to prepare tax returnsDevelops 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 feedbackReviews basic individual and trust tax returns and provides written and verbal feedback to staff and internsAnalyzes tax notices received from government agencies and prepares initial drafts of responseIdentifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadershipWorks in a fast-paced, deadline-driven environment both independently and within a team dynamicPrioritizes and completes tasksAssists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and trainingBuilds new relationships with other professionals both inside and outside the firmSupervisory Responsibilities:May supervise and manage the day-to-day work assignments of PCS Associates Provides verbal and written performance feedback to PCS Associates, as necessaryActs as mentor to PCS AssociatesQualifications, 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, requiredMaster’s degree in Accountancy or Taxation, preferredExperience:Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, requiredExperienced in private client services, preferredPrior basic supervisory experience, preferredLicense/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), preferredPossession of other professional degrees or certifications applicable to role preferredSoftware:Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, requiredExperience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferredExperience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferredLanguages:N/AOther Knowledge, Skills & Abilities:InitiativeWorks 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 hours expectationsOwns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gapsCommunicationExpresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrativeInternally, communicates the status of their work to their team; promptly responds to requestsLeadershipLeads by example, acting as a model for the firm’s core valuesTakes on challenges; sees tasks through completion, even if there are obstaclesBusiness DevelopmentParticipates in business development and networking activities Seizes opportunities for new professional contacts when presentedPeople DevelopmentAbility to interact effectively with people at all organizational levels of the firmAssists in supervision, development, and training of employees ​​​​​​​Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.California Range: $96,000 - $125,000Colorado Range: $80,000 - $100,000Illinois Range: $90,000 - $108,000Maryland Range: $98,000 - $110,000Massachusetts Range: $102,000 - $119,000Minnesota Range: $80,000 - $95,000New Jersey Range: $88,000 - $125,000Ohio Range: $85,000 - $115,000NYC/Long Island/Westchester Range: $110,000 - $125,000Washington Range: $83,000 - $115,000Washington DC Range: $105,000 - $117,000About the companyAt BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!*Benefits may be subject to eligibility requirements.Equal Opportunity Employer, including disability/vetsClick here to find out more!