Senior Tax Advisor - Private Client Services

BDO USA; Philadelphia (Philadelphia County); On-site; USD 82,000 - 110,000; Full time

Job summary

BDO USA is seeking a Tax Senior for Private Client Services to apply their tax consulting and compliance experience to high net-worth clients, working with staff and managers to prepare complex returns across trusts, estates, and private entities.

This role emphasizes leadership, client relationship-building, and timely delivery in a fast-paced environment, with opportunities for professional growth and exposure to a broad client base.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in another focus area and CPA certification, required
• Master’s degree in Accountancy or Taxation, preferred
• Two (2) or more years of prior tax experience in public accounting, private industry accounting, or consulting/professional services, required

Responsibilities

• Participates in tax and consulting engagements and identifies client needs
• Gathers information from clients and advisors to prepare tax returns
• Prepares complex returns (individual, trust, estate, S-Corp, foundation, partnership, gift) for Federal and State jurisdictions
• Reviews basic returns and provides feedback to staff and interns
• Analyzes tax notices and drafts initial responses; conducts tax research and provides recommendations

Skills

Tax compliance

Client communication

Leadership

Time management

Education

Bachelor's in Accounting/Finance/Economics/Statistics

CPA certification

Master's in Accountancy/Taxation

Tools

Microsoft Office

GoSystems

BNA Tax Planner

GoFileRoom

SurePrep

Job description

BDO USA is seeking a Tax Senior for Private Client Services to apply their tax consulting and compliance experience to high net-worth clients, working with staff and managers to prepare complex returns across trusts, estates, and private entities.

This role emphasizes leadership, client relationship-building, and timely delivery in a fast-paced environment, with opportunities for professional growth and exposure to a broad client base.