Senior Tax Advisor – Private Client & Wealth

BDO USA; Milwaukee (WI); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

ESOP program

Total Rewards benefits

Job summary

BDO USA Private Client Services is seeking a Tax Senior to provide tax compliance and consulting for high net-worth clients in Milwaukee, WI. The role leverages education, experience, communication, leadership, and people skills to serve clients with complex tax and financial structures.

Responsibilities include supervising staff, gathering information for tax returns, and preparing complex returns across entities while addressing client needs and collaborating with advisors.

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
• 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 preferred
• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or IRS Enrolled Agent 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

Initiative

Communication

Leadership

Business Development

People Development

Education

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

Master's degree in Accountancy or Taxation

Tools

Microsoft Office Suite (Word, Excel, PowerPoint) and Adobe Acrobat

GoSystems, BNA Tax Planner, GoFileRoom, SurePrep

BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis

Job description

BDO USA Private Client Services is seeking a Tax Senior to provide tax compliance and consulting for high net-worth clients in Milwaukee, WI. The role leverages education, experience, communication, leadership, and people skills to serve clients with complex tax and financial structures.

Responsibilities include supervising staff, gathering information for tax returns, and preparing complex returns across entities while addressing client needs and collaborating with advisors.