Private Client Tax Senior - High-Net-Worth Focus

BDO USA; Mobile (AL); On-site; USD 90,000 - 110,000; Full time

Job summary

BDO USA is a leading professional services firm serving high net-worth individuals and families through Private Client Services. The Tax Senior, Private Client Services role focuses on delivering tax compliance and consulting for sophisticated clients with complex tax structures.

Responsibilities include preparing complex returns (individual, trust, estate, S-Corp, foundation, partnership, and gift), working with clients and advisors, supervising staff, and performing advanced tax research in a

Qualifications

• Two or more years of prior tax experience in public accounting or related fields.
• Experience in private client service is preferred.
• CPA, EA, or attorney designation preferred.

Responsibilities

• Participates in tax engagements and identifies client needs.
• Gathers information to prepare tax returns with clients and advisors.
• Prepares complex tax returns (individual, trust, estate, S-Corp, foundation, partnership, gift).
• Reviews basic returns and provides feedback to staff and interns.
• Analyzes tax notices and drafts responses.
• Conducts advanced tax research and makes recommendations.
• Works in a fast-paced, deadline-driven environment.
• Mentors PCS staff when appropriate.

Skills

Leadership

Communication

Time management

People development

Business development

Education

Bachelor’s degree in Accounting, Finance, Economics, or Statistics

Master’s degree in Accountancy or Taxation

Tools

Microsoft Office Suite (Word, Excel, PowerPoint) and Adobe Acrobat

GoSystems

BNA Tax Planner

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoint

LexisNexis

Job description

BDO USA is a leading professional services firm serving high net-worth individuals and families through Private Client Services. The Tax Senior, Private Client Services role focuses on delivering tax compliance and consulting for sophisticated clients with complex tax structures.

Responsibilities include preparing complex returns (individual, trust, estate, S-Corp, foundation, partnership, and gift), working with clients and advisors, supervising staff, and performing advanced tax research in a