Senior Private Client Tax & Estate Strategist

BDO USA; Port Reading (NJ); On-site; USD 88,000 - 125,000; Full time

Job summary

BDO USA's Private Client Services (PCS) is a boutique practice serving high net-worth individuals and families with estate, gift, and trust planning, as well as executive compensation and philanthropy strategies. The Tax Experienced Senior, Private Client Services, leverages education and CPA background to provide tax compliance and consulting.

The role emphasizes client service, leadership, and business development within a collaborative team.

Qualifications

• Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience
• 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

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
• 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 experience

Communication

Leadership

Business development

People development

Education

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

CPA certification or equivalent

Master's degree in Accountancy/Taxation

Tools

Microsoft Office

GoSystems

GoFileRoom

SurePrep

LexisNexis

Job description

BDO USA's Private Client Services (PCS) is a boutique practice serving high net-worth individuals and families with estate, gift, and trust planning, as well as executive compensation and philanthropy strategies. The Tax Experienced Senior, Private Client Services, leverages education and CPA background to provide tax compliance and consulting.

The role emphasizes client service, leadership, and business development within a collaborative team.