Senior Private Client Tax Advisor – Estates & Trusts

BDO USA; St. Louis (MO); On-site; USD 90,000 - 130,000; Full time

Job summary

BDO USA seeks a tax professional to join Private Client Services, focusing on estate, gift, and trust tax planning for high-net-worth individuals and families. You will liaise with clients and advisors to gather information and prepare returns while expanding expertise across complex tax structures.

The role requires a CPA or advanced taxation degree, 3+ years of relevant experience, and strong communication and leadership abilities.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or Statistics is required, or CPA-certified with another degree.
• Master's degree in Accountancy or Taxation is preferred.
• Three or more years of relevant tax experience in public accounting, private industry, or consulting.
• Prior supervisory experience is preferred.

Responsibilities

• Assist with tax engagements and research to identify client needs and opportunities.
• Gather information from clients and advisors to prepare tax returns.
• Develop understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns for Federal and State jurisdictions.
• Review basic tax returns and provide feedback to staff and interns.
• Analyze tax notices and draft initial responses.
• Conduct advanced tax research and recommend actions to PCS leadership.
• Work in a fast-paced, deadline-driven environment.
• Assist with PCS/firm contribution responsibilities.

Skills

Initiative

Communication

Leadership

Business Development

People Development

Client service

Education

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

CPA certification or equivalent

Master’s degree in Accountancy or Taxation

Tools

Microsoft Office Suite

Adobe Acrobat

GoSystems

BNA Tax Planner

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoint

LexisNexis

Job description

BDO USA seeks a tax professional to join Private Client Services, focusing on estate, gift, and trust tax planning for high-net-worth individuals and families. You will liaise with clients and advisors to gather information and prepare returns while expanding expertise across complex tax structures.

The role requires a CPA or advanced taxation degree, 3+ years of relevant experience, and strong communication and leadership abilities.