Senior Tax Advisor, Private Client & Estates

BDO USA; Grand Rapids (MI); On-site; USD 84,000 - 110,000; Full time

Benefits offered by this job

Employee Stock Ownership Plan

Flexible working arrangements

Professional development opportunities

Job summary

A leading tax and advisory firm in Grand Rapids seeks a Tax Senior for its Private Client Services. In this role, you will provide tax compliance and consulting services to high net-worth individuals and families. You will have responsibilities including preparing complex tax returns, mentoring associates, and engaging in client consultations. Ideal candidates should hold a bachelor's degree in a relevant field, possess CPA certification, and have two years of relevant experience. This position offers competitive compensation and growth opportunities.

Qualifications

• Two or more years of prior relevant tax experience and/or public accounting.
• Experience in private client service preferred.
• Possession of CPA certification or EA preferred.

Responsibilities

• Participates in tax and consulting engagements and enhances skills.
• Prepares complex tax returns for individuals, trusts, estates, and more.
• Acts as mentor to PCS Associates and manages day-to-day work assignments.

Skills

Communication

Leadership

Time management

Technical skills

Business development

Education

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

Master’s degree in Accountancy or Taxation

Tools

Microsoft Office Suite

GoSystems

BNA Tax Planner

CCH IntelliConnect

Job description

A leading tax and advisory firm in Grand Rapids seeks a Tax Senior for its Private Client Services. In this role, you will provide tax compliance and consulting services to high net-worth individuals and families. You will have responsibilities including preparing complex tax returns, mentoring associates, and engaging in client consultations. Ideal candidates should hold a bachelor's degree in a relevant field, possess CPA certification, and have two years of relevant experience. This position offers competitive compensation and growth opportunities.