Senior Tax Consultant, Private Client Services

BDO USA; Akron (OH); On-site; USD 81,000 - 95,000; Full time

Job summary

BDO USA in Akron, OH seeks a Tax Senior for Private Client Services to serve high net-worth individuals and families. You will apply your education and experience to provide tax compliance and consulting, leveraging leadership, communication, and client-service skills in a high-touch practice.

Responsibilities include preparing complex returns, coordinating with clients and advisors, and mentoring staff in a fast-paced environment while maintaining rigorous attention to detail.

Qualifications

• CPA, Attorney or EA preferred; strong tax research skills and knowledge.
• Experience in private client services and supervising staff is valued.
• Proven ability to handle complex tax returns and client communications.

Responsibilities

• Participates in tax engagements and identifies client needs.
• Gathers data from clients and advisors for tax return preparation.
• Prepares complex federal and state returns for individuals, trusts, estates, and entities.
• Reviews returns and provides feedback to staff; handles tax notices and research.

Skills

Analytical thinking

Communication

Leadership

Time management

Client service

Education

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

Master’s degree in Accountancy or Taxation

Tools

MS Office Suite

GoSystems

BNA Tax Planner

GoFileRoom

SurePrep

CCH IntelliConnect

Job description

BDO USA in Akron, OH seeks a Tax Senior for Private Client Services to serve high net-worth individuals and families. You will apply your education and experience to provide tax compliance and consulting, leveraging leadership, communication, and client-service skills in a high-touch practice.

Responsibilities include preparing complex returns, coordinating with clients and advisors, and mentoring staff in a fast-paced environment while maintaining rigorous attention to detail.