Senior Private Client Tax Advisor for High Net Worth

BDO USA; Milwaukee (WI); On-site; USD 80,000 - 125,000; Full time

Job summary

BDO USA, a leading national firm, seeks a Tax Experienced Senior for Private Client Services (PCS). The role focuses on tax compliance, planning, and consulting for high net‑worth clients, including estates, trusts, and family offices.

You will work with clients, drive engagements, and mentor staff in a fast-paced environment. The position requires strong technical knowledge, leadership, and communication skills, with opportunities for business development and CPE participation.

Qualifications

• Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required
• Experience 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, while demonstrating the ability to follow instructions and actively seek feedback
• 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
• Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership
• Works in a fast‑paced, deadline‑driven environment both independently and within a team dynamic
• Prioritizes and completes tasks
• Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training
• Builds new relationships with other professionals both inside and outside the firm

Skills

Tax compliance

Client communication

Leadership

Business development

Time management

Mentoring

Proposal, planning

Education

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

CPA certification

Master’s in Accountancy/Taxation

Tools

GoSystems

BNA Tax Planner

GoFileRoom

SurePrep

LexisNexis

CCH IntelliConnect

Checkpoint

Job description

BDO USA, a leading national firm, seeks a Tax Experienced Senior for Private Client Services (PCS). The role focuses on tax compliance, planning, and consulting for high net‑worth clients, including estates, trusts, and family offices.

You will work with clients, drive engagements, and mentor staff in a fast-paced environment. The position requires strong technical knowledge, leadership, and communication skills, with opportunities for business development and CPE participation.