Senior Tax Advisor – Private Client Services

BDO USA; New York (NY); On-site; USD 96,000 - 125,000; Full time

Job summary

BDO USA's Private Client Services (PCS) delivers tailored tax compliance and consulting for high-net-worth individuals, their families, family offices, executives, athletes, and entertainers. The role emphasizes complex tax planning, advisory support, and collaborative client service across the firm.

A Tax Experienced Senior in PCS leverages education and professional experience to provide compliant, strategic tax solutions while leading teams, managing deadlines, and developing new client

Qualifications

• Three or more years of tax experience in a professional services environment.
• Experience with private client services is preferred.
• Prior supervisory experience is preferred.

Responsibilities

• Participates in tax engagements and identifies client needs.
• Gathers information to prepare tax returns from clients and advisors.
• Reviews returns and provides feedback to staff.
• Researches tax issues and develops recommendations for PCS leadership.
• Assists with billing, recruiting, and training within PCS.

Skills

Tax compliance

Client relations

Leadership

Time management

Communication

Education

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

CPA certification or equivalent

Master's degree in Accountancy or Taxation (preferred)

Tools

Microsoft Office Suite

Adobe Acrobat

GoSystems

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Job description

BDO USA's Private Client Services (PCS) delivers tailored tax compliance and consulting for high-net-worth individuals, their families, family offices, executives, athletes, and entertainers. The role emphasizes complex tax planning, advisory support, and collaborative client service across the firm.

A Tax Experienced Senior in PCS leverages education and professional experience to provide compliant, strategic tax solutions while leading teams, managing deadlines, and developing new client