Senior Tax Specialist – Private Client Services

BDO USA; Minneapolis (MN); On-site; USD 80,000 - 95,000; Full time

Job summary

BDO USA’s Private Client Services (PCS) is seeking a Tax Experienced Senior to provide tax compliance and consulting for high net-worth clients, leveraging expertise in individual, trust, estate, and gift tax planning.

You will collaborate with clients and advisors, manage engagements, review staff work, and support business development while meeting tight deadlines in a fast-paced environment in Minneapolis.

Qualifications

• Bachelor degree in accounting, finance, economics or statistics required; OR Bachelor's degree in another focus area with CPA certification required
• Master’s degree in Accountancy or Taxation preferred
• CPA certification, Attorney admitted to practice in a U.S. jurisdiction, or EA preferred

Responsibilities

• Participates in tax and consulting engagements and enhances skills identifying and addressing client needs, tax planning, and consulting opportunities
• Works directly with clients and their advisors to gather information needed to prepare tax returns
• Develops understanding of 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 feedback to staff and interns
• Analyzes tax notices and prepares initial drafts of response
• Identifies technical issues, conducts advanced tax research, and develops sound recommendations
• Works in a fast-paced, deadline-driven environment
• Prioritizes and completes tasks
• Assists with PCS/firm contributions including billing and training
• Builds new relationships with other professionals

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)

Adobe Acrobat

GoSystems

BNA Tax Planner

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoint

LexisNexis

Job description

BDO USA’s Private Client Services (PCS) is seeking a Tax Experienced Senior to provide tax compliance and consulting for high net-worth clients, leveraging expertise in individual, trust, estate, and gift tax planning.

You will collaborate with clients and advisors, manage engagements, review staff work, and support business development while meeting tight deadlines in a fast-paced environment in Minneapolis.