Senior Tax Consultant, Private Client Services

BDO USA, LLP; Philadelphia (Philadelphia County); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

ESOP

Total Rewards benefits

Job summary

BDO USA, LLP is seeking a Tax Experienced Senior in Private Client Services to provide tax compliance and consulting to high net-worth clients. You will engage with clients and advisors, prepare complex returns, and mentor staff in a fast-paced environment.

Role requires strong technical knowledge in estates, trusts, and multi-jurisdictional tax, plus leadership and business development skills. This position is located in the US and aligns with BDO's Total Rewards and ESOP benefits.

Qualifications

• Three (3) or more years of prior tax experience required.
• Experience in private client services preferred.
• Prior basic supervisory experience preferred.

Responsibilities

• Participates in tax engagements and identifies client needs and opportunities.
• Gathers information to prepare tax returns with clients and advisors.
• Develops understanding of complex individual, trust, estate, and foundation returns.
• Reviews basic tax returns and provides feedback to staff.

Skills

Tax compliance

Client communication

Leadership

Time management

People development

Education

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

CPA certification or equivalent

Master's degree in Accountancy or Taxation

Tools

GoSystems

BNA Tax Planner

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoint

LexisNexis

Microsoft Office Suite

Adobe Acrobat

Job description

BDO USA, LLP is seeking a Tax Experienced Senior in Private Client Services to provide tax compliance and consulting to high net-worth clients. You will engage with clients and advisors, prepare complex returns, and mentor staff in a fast-paced environment.

Role requires strong technical knowledge in estates, trusts, and multi-jurisdictional tax, plus leadership and business development skills. This position is located in the US and aligns with BDO's Total Rewards and ESOP benefits.