Tax Senior, Private Client Services

Reference #: 6549

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 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 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, 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 (specifically Word, Excel, and 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

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

Communication

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

Leadership

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

Business Development

Builds new relationships and maintains existing relationships with BDO professionals and external sources

People Development

Ability to interact effectively with people at all organizational levels of the firm

Takes the time to teach others information/skills that are critical to their current and future work

Trains associates and interns on how to use all current software tools and PCS methodology

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: $84,000 - $110,000

Colorado Range: $72,000 - $90,000

Maryland Range: $85,000 - $90,000

NYC/Long Island/Westchester Range: $90,000 - $115,000

Washington Range: $80,000 - $95,000

Washington DC Range: $95,000 - $98,000All qualified applicants will receive consideration for employment without regard to race, age, color, religion, sex, national origin, disability, protected veteran status, or any other classification protected by law.