Tax Senior, Private Client Services

Overview 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. Job Summary Private Client Services at BDO is a boutique practice within our firm. A Tax Senior, Private Client Services 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 Works with clients and their advisors to gather information needed to prepare tax returns Prepares 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 Collaborates and builds new relationships with other new 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 Education and Qualifications Bachelor’s degree in Accounting, Finance, Economics, or Statistics, required; ORBachelor\'s degree in other focus area and CPA certification, required Master’s degree in Accountancy or Taxation, preferred Experience Two (2) 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 service, 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 (Word, Excel, PowerPoint) and Adobe Acrobat, required Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred Other Knowledge, Skills & Abilities Initiative Communications Leadership Business Development People Development Additional competencies include: self-motivation, effective communication, ability to teach others, and the capacity to work with professionals at all levels of the firm. 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. Equal Opportunity Employer, including disability/vets All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. #J-18808-Ljbffr BDO USA