Senior Private Client Tax Advisor for HNW

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

Job summary

BDO USA, LLP, a leading advisory and accounting firm, is seeking a Tax Senior for Private Client Services in the Milwaukee area. The role focuses on high-net-worth individuals and families, estates, trusts, and related planning, across Federal and State jurisdictions.

You will work in a high-touch environment with a strong emphasis on client service, leadership, and technical accuracy. You will prepare and review complex tax returns, perform research, and mentor staff and interns while

Qualifications

• Bachelor's degree required in accounting-related field; CPA optional if different degree.
• Two or more years of tax experience in public accounting, private industry, or consulting services.
• CPA, Attorney, or EA preferred; other relevant certifications considered.

Responsibilities

• Participates in tax engagements and helps identify client needs.
• Gathers information from clients and advisors to prepare tax returns.
• Prepares complex returns for individuals, trusts, estates, S-corps, foundations, partnerships, and gifts.

Skills

Initiative

Communication

Leadership

Business Development

People Development

Education

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

CPA certification preferred

Master's degree in Accountancy/Taxation preferred

Tools

Microsoft Office

Adobe Acrobat

GoSystems

GoFileRoom

BNA Tax Planner

Tax research: BNA Portfolio

CCH IntelliConnect

Checkpoint

LexisNexis

Job description

BDO USA, LLP, a leading advisory and accounting firm, is seeking a Tax Senior for Private Client Services in the Milwaukee area. The role focuses on high-net-worth individuals and families, estates, trusts, and related planning, across Federal and State jurisdictions.

You will work in a high-touch environment with a strong emphasis on client service, leadership, and technical accuracy. You will prepare and review complex tax returns, perform research, and mentor staff and interns while