Senior Tax Advisor, Private Client Services

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

Job summary

BDO USA, a premier tax advisory firm, seeks a Tax Senior in Private Client Services to provide high-touch tax compliance and consulting for high net-worth clients. You will leverage your education and experience to manage complex engagements, lead teams, and deliver tailored planning strategies.

The role emphasizes client communication, time management, leadership, and business development within a collaborative PCS team environment, with opportunities for professional growth and Cross-office

Qualifications

• Bachelor’s degree in accounting/finance/economics/statistics or CPA eligibility.
• Master’s in Accountancy/Taxation preferred.
• Active CPA, EA, or equivalent certifications valued.

Responsibilities

• Participates in tax and consulting engagements and addresses client needs.
• Gathers information from clients and advisors for tax returns preparation.
• Prepares complex tax returns (individual, trust, estate, S-Corp, foundation, partnership, gifts).
• Reviews basic tax returns and provides feedback to staff and interns.
• Analyzes tax notices and drafts initial responses.

Skills

Communication skills

Time management

Leadership

People skills

Education

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

CPA certification or equivalent

Master’s degree in Accountancy or Taxation (preferred)

Tools

Microsoft Office Suite (Word, Excel, PowerPoint)

Adobe Acrobat

GoSystems

GoFileRoom

BNA Tax Planner

CCH IntelliConnect

LexisNexis

Job description

BDO USA, a premier tax advisory firm, seeks a Tax Senior in Private Client Services to provide high-touch tax compliance and consulting for high net-worth clients. You will leverage your education and experience to manage complex engagements, lead teams, and deliver tailored planning strategies.

The role emphasizes client communication, time management, leadership, and business development within a collaborative PCS team environment, with opportunities for professional growth and Cross-office