Senior Tax Advisor, Private Client Services

BDO USA; Ridgeland (MS); On-site; USD 85,000 - 110,000; Full time

Job summary

BDO USA is seeking a Tax Senior in Private Client Services to deliver tax compliance and consulting for high-net-worth clients. You will manage engagements, gather information from clients, and prepare complex returns across individuals, trusts, estates, and entities.

The role emphasizes leadership, communication, and timely delivery, with opportunities for business development within a collaborative team at a national firm.

Qualifications

• Two or more years of prior tax experience in public accounting, private industry, or consulting.
• Experience in private client service is preferred.
• CPA, Attorney, or Enrolled Agent certifications are preferred.

Responsibilities

• Participates in tax and consulting engagements; identifies client needs.
• Gathers information from clients and advisors to prepare tax returns.
• Prepares complex tax returns: individuals, trusts, estates, S-Corps, foundations, partnerships, gifts.
• Reviews basic returns and provides feedback to staff.
• Analyzes tax notices and drafts responses.
• Performs advanced tax research and develops recommendations for PCS leadership.
• Works in a fast-paced, deadline-driven environment and collaborates with teams.

Skills

Tax compliance

Client communication

Leadership

Time management

Business development

Education

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

CPA certification

Master's degree in Accountancy or Taxation

Tools

Microsoft Office

Adobe Acrobat

GoSystems

GoFileRoom

Tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint, LexisNexis)

Job description

BDO USA is seeking a Tax Senior in Private Client Services to deliver tax compliance and consulting for high-net-worth clients. You will manage engagements, gather information from clients, and prepare complex returns across individuals, trusts, estates, and entities.

The role emphasizes leadership, communication, and timely delivery, with opportunities for business development within a collaborative team at a national firm.