Senior Tax Advisor, Private Client Services

BDO USA; Stamford (CT); On-site; USD 90,000 - 125,000; Full time

Job summary

BDO USA’s Private Client Services group seeks a Tax Experienced Senior to serve high-net-worth clients, assisting with estate, gift, and trust planning and compliance. You will engage in complex tax returns, supervise staff, and develop client relationships in a fast-paced environment.

You’ll leverage a strong technical background, communication, and leadership to deliver comprehensive tax solutions, with opportunities for business development and team mentorship.

Qualifications

• Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required
• Experienced in private client services, preferred
• Prior basic supervisory experience, preferred
• CPA certification or Enrolled Agent preferred (or equivalent)

Responsibilities

• Participates in tax and consulting engagements and enhances skills identifying and addressing client needs, tax planning, and consulting opportunities
• Works directly with clients and their advisors to gather information needed to prepare tax returns
• Develops understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns, both Federal and State jurisdictions
• 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
• Builds new relationships with other professionals inside and outside the firm

Skills

Initiative

Communication

Leadership

Business Development

People Development

Education

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

CPA certification (preferred)

Master’s degree in Accountancy/Taxation (preferred)

Tools

Microsoft Office

Adobe Acrobat

GoSystems

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoint

LexisNexis

Job description

BDO USA’s Private Client Services group seeks a Tax Experienced Senior to serve high-net-worth clients, assisting with estate, gift, and trust planning and compliance. You will engage in complex tax returns, supervise staff, and develop client relationships in a fast-paced environment.

You’ll leverage a strong technical background, communication, and leadership to deliver comprehensive tax solutions, with opportunities for business development and team mentorship.