Senior Tax Advisor, Private Client Services (HNW)

BDO USA; Nashville (TN); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

ESOP program

Total Rewards benefits

Job summary

BDO USA’s Private Client Services practice seeks a Tax Senior to deliver tax compliance and consulting for high net-worth individuals and families. The role emphasizes collaboration with clients and their advisors, overseeing complex returns, and mentoring staff.

The successful candidate will have a CPA or equivalent, 2+ years of tax experience, and strong research, leadership, and business development skills.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or Statistics, or CPA eligibility
• Master’s degree in Accountancy or Taxation preferred
• Two years of tax experience in public accounting or related field

Responsibilities

• Participates in tax and consulting engagements and identifies client needs
• Gathers information to prepare tax returns
• Prepares complex tax returns (individual, trust, estate, S-Corp, foundation, partnership, gift) for Federal and State
• Reviews basic returns and provides feedback to staff
• Analyzes tax notices and drafts responses
• Performs advanced tax research and offers recommendations
• Works in fast-paced, deadline-driven environment
• Prioritizes tasks and meets deadlines
• Builds relationships with other professionals inside and outside the firm

Skills

Initiative

Communication

Leadership

Business Development

People Development

Time management

Client relationship management

Education

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

Master’s degree in Accountancy or Taxation

Tools

Microsoft Office (Word, Excel, PowerPoint)

Adobe Acrobat

GoSystems

BNA Tax Planner

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoint

Lexis Nexis

Job description

BDO USA’s Private Client Services practice seeks a Tax Senior to deliver tax compliance and consulting for high net-worth individuals and families. The role emphasizes collaboration with clients and their advisors, overseeing complex returns, and mentoring staff.

The successful candidate will have a CPA or equivalent, 2+ years of tax experience, and strong research, leadership, and business development skills.