Senior Tax Advisor — Private Client Services (HNW)

BDO USA; San Antonio (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

ESOP program

Job summary

BDO USA is seeking a Tax Senior for Private Client Services to deliver tax compliance and consulting to high net-worth clients. You will leverage your education and experience, along with leadership and client-relations skills, to provide sophisticated planning and execution.

Role requires collaboration with clients, their advisors, and internal teams to gather information, prepare complex returns, and respond to notices.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in other focus area and CPA certification, required
• Master’s degree in Accountancy or Taxation, 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, 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
• Works in a fast-paced, deadline-driven environment both independently and within a team dynamic
• Prioritizes and completes tasks
• Collaborates and builds new relationships with other new professionals both inside and outside the firm

Skills

Tax knowledge

Communication skills

Time management

Leadership

Education

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

CPA or Master’s degree preferred

Tools

GoSystems

GoFileRoom

BNA Tax Planner

CCH IntelliConnect

LexisNexis

Job description

BDO USA is seeking a Tax Senior for Private Client Services to deliver tax compliance and consulting to high net-worth clients. You will leverage your education and experience, along with leadership and client-relations skills, to provide sophisticated planning and execution.

Role requires collaboration with clients, their advisors, and internal teams to gather information, prepare complex returns, and respond to notices.