Senior Private Client Tax Advisor

BDO USA, LLP; Milwaukee (WI); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

ESOP ownership

Total Rewards benefits

Career development opportunities

Job summary

BDO USA, LLP is seeking a Tax Senior for Private Client Services to serve high-net-worth individuals, families, and executive clients. The role emphasizes tax compliance and consulting across complex structures, with opportunities to mentor staff and collaborate with advisors.

The ideal candidate will have CPA certification or equivalent and 2+ years of tax experience, with strong communication, leadership, and business development skills in a fast-paced environment.

Qualifications

• Two or more years of prior relevant tax experience and/or public accounting experience.
• Experience in private client service is preferred.
• CPA certification or equivalent is preferred.

Responsibilities

• Participates in tax and consulting engagements and assesses client needs.
• Gathers information needed to prepare tax returns from 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 offers recommendations to PCS leadership
• Works in a fast-paced, deadline-driven environment and collaborates with teams
• Prioritizes tasks and maintains client relationships

Skills

Communication

Time management

Leadership

Business development

People skills

Tax knowledge

Client service

Education

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

CPA certification or equivalent

Master’s degree in Accountancy/Taxation (preferred)

Tools

Microsoft Office

GoSystems

BNA Tax Planner

GoFileRoom

SurePrep

LexisNexis

CCH IntelliConnect

Job description

BDO USA, LLP is seeking a Tax Senior for Private Client Services to serve high-net-worth individuals, families, and executive clients. The role emphasizes tax compliance and consulting across complex structures, with opportunities to mentor staff and collaborate with advisors.

The ideal candidate will have CPA certification or equivalent and 2+ years of tax experience, with strong communication, leadership, and business development skills in a fast-paced environment.