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About the Role

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.

Responsibilities

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.
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.

Requirements

Bachelor’s degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in other focus area and CPA certification, required.
Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required.
Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required.

Skills

Communication
Time management
Leadership
Technical
Business development
People skills
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 hours expectations.
Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps.
Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative.
Internally, communicates the status of their work to their team; promptly responds to requests.
Leads by example, acting as a model for the firm’s core values.
Takes on challenges; sees tasks through completion, even if there are obstacles.
Participates in business development and networking activities.
Seizes opportunities for new professional contacts when presented.
Ability to interact effectively with people at all organizational levels of the firm.
Assists in supervision, development, and training of employees.

Experience Level

Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required
Prior basic supervisory experience, preferred

Education Level

Bachelor’s degree in Accounting, Finance, Economics, or Statistics, required
Bachelor's degree in other focus area and CPA certification, required
Master’s degree in Accountancy or Taxation, preferred

Salary/Compensations

California Range: $96,000 - $125,000
Colorado Range: $80,000 - $100,000
Illinois Range: $90,000 - $108,000
Maryland Range: $98,000 - $110,000
Massachusetts Range: $102,000 - $119,000
Minnesota Range: $80,000 - $95,000
New Jersey Range: $88,000 - $125,000
Ohio Range: $85,000 - $115,000
NYC/Long Island/Westchester Range: $110,000 - $125,000
Washington Range: $83,000 - $115,000
Washington DC Range: $105,000 - $117,000

Benefits

BDO Total Rewards encompass more than traditional benefits.
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.

About the Company

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.
At 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.

Equal Opportunity

Equal Opportunity Employer, including disability/vets