Senior Tax Advisor, Private Client Services

BDO USA, LLP; San Antonio (TX); On-site; USD 80,000 - 115,000; Full time

Job summary

BDO USA, LLP is a leading private client services firm offering high-touch tax and consulting for high net-worth individuals and families. The Tax Senior, Private Client Services role focuses on complex returns, research, and client advisory work within a collaborative team.

The position emphasizes technical excellence, leadership, and business development to expand client services and deepen client relationships in a fast-paced professional environment.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or Statistics is required; or Bachelor's degree in other focus area and CPA certification.
• Master's degree in Accountancy or Taxation is preferred.
• Two (2) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required.
• Experience in private client service is preferred.
• Prior basic supervisory experience is preferred.
• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (EA) (or the equivalent) is preferred.
• Proficient in Microsoft Office Suite and Adobe Acrobat; experience with tax compliance software and tax research tools is preferred.

Responsibilities

• Participates in tax and consulting engagements and enhances skills identifying and addressing client needs.
• Works with clients and their advisors to gather information needed to prepare tax returns.
• Prepares complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns, Federal and State.
• Reviews basic individual and trust tax returns and provides written and verbal feedback to staff and interns.
• Analyzes tax notices received from government agencies and prepares initial drafts of response.
• Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership.
• Works in a fast-paced, deadline-driven environment both independently and within a team dynamic.
• Prioritizes and completes tasks; collaborates and builds relationships with other professionals.

Skills

Initiative

Communication

Leadership

Business Development

People Development

Education

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

CPA certification

Master's degree in Accountancy or Taxation

Tools

Microsoft Office Suite

Adobe Acrobat

GoSystems

BNA Tax Planner

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoint

LexisNexis

Job description

BDO USA, LLP is a leading private client services firm offering high-touch tax and consulting for high net-worth individuals and families. The Tax Senior, Private Client Services role focuses on complex returns, research, and client advisory work within a collaborative team.

The position emphasizes technical excellence, leadership, and business development to expand client services and deepen client relationships in a fast-paced professional environment.