Senior Tax Advisor, Private Client Services

BDO USA, LLP

Dallas (TX)

On-site

USD 110,000 - 150,000

Full time

14 days+

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Job summary

BDO USA, LLP's Private Client Services is a boutique practice serving high net-worth individuals and their families, with extensive expertise in estate, income, gift, and trust tax consulting and compliance, charitable giving, executive compensation, and cash-flow planning.

As a Tax Senior, Private Client Services you will draw on your education and experience to provide tax compliance and consulting services to our high net-worth clients, lead engagements, and mentor staff in a fast-paced,

Qualifications

Two (2) or more years of prior tax experience in public accounting, private industry accounting, or consulting/professional services.
Experience in handling complex individual, trust, estate and related tax returns.
Strong communication and leadership abilities.

Responsibilities

Participates in tax engagements and enhances skills identifying and addressing client needs.
Gathers information to prepare tax returns and reviews basic returns with feedback.
Prepares complex tax returns for individuals, trusts, estates, S‑corps, foundations, partnerships, and gifts.
Analyzes tax notices and conducts tax research to support PCS leadership.