Private Client Tax Associate — HNW Focus & ESOP Benefits

BDO; Stamford (CT); On-site; USD 80,000 - 95,000; Full time

Job summary

BDO is seeking a Tax Experienced Associate, Private Client Services in Stamford, CT. The role focuses on tax compliance and consulting for high net-worth individuals and families, including estates, trusts, and complex financial structures.

You will handle multi-entity tax returns, engage in research, and support service-line collaboration while developing leadership and client-service skills in a fast-paced setting.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics or Statistics, required, OR CPA with degree in another focus area
• Master’s in Accountancy or Taxation preferred
• 1+ years of prior tax experience and/or public accounting experience preferred

Responsibilities

• Participates in tax and consulting engagements and develops skills identifying client needs
• Works with managers and clients to gather information needed to prepare tax returns
• Prepares individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns (Federal and State)
• Provides tax research support for PCS leadership
• Analyzes tax notices and proposes solutions
• Works in a fast-paced, deadline-driven environment
• Prioritizes and completes tasks
• Collaborates with other service lines and professionals inside and outside the firm

Skills

Communication skills

Leadership

Time management

Client relationship building

Business development

Education

Bachelor’s degree in Accounting/Finance/Economics/Statistics

CPA or equivalent preferred

Master’s in Accountancy or Taxation preferred

Tools

GoSystems

BNA Tax Planner

GoFileRoom

SurePrep

Microsoft Office Suite

Adobe Acrobat

Job description

BDO is seeking a Tax Experienced Associate, Private Client Services in Stamford, CT. The role focuses on tax compliance and consulting for high net-worth individuals and families, including estates, trusts, and complex financial structures.

You will handle multi-entity tax returns, engage in research, and support service-line collaboration while developing leadership and client-service skills in a fast-paced setting.