Senior Private Client Tax Advisor

BDO USA, LLP; Minneapolis (MN); On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

ESOP program

Total Rewards benefits

Job summary

BDO USA, LLP is seeking a Tax Experienced Senior for Private Client Services in Minnesota. The role focuses on high net-worth client tax compliance and consulting across estate, gift, trust, and related areas.

You will work with clients, gather data, and prepare sophisticated returns while supervising junior staff. The position emphasizes leadership, technical tax research, billable time management, and business development within a boutique PCS practice.

Qualifications

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

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
• 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

Skills

Initiative

Communication

Leadership

Business Development

People Development

Education

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

Master's degree in Accountancy/Taxation (preferred)

Tools

Microsoft Office

Adobe Acrobat

GoSystems

GoFileRoom

Tax research tools (BNA/IntelliConnect/Checkpoint/Lexis)

Job description

BDO USA, LLP is seeking a Tax Experienced Senior for Private Client Services in Minnesota. The role focuses on high net-worth client tax compliance and consulting across estate, gift, trust, and related areas.

You will work with clients, gather data, and prepare sophisticated returns while supervising junior staff. The position emphasizes leadership, technical tax research, billable time management, and business development within a boutique PCS practice.