Senior Tax Strategist, Private Client Services

BDO USA, LLP; Grand Rapids (MI); On-site; USD 84,000 - 110,000; Full time

Job summary

A national accounting firm is seeking a Tax Senior for its Private Client Services division in Grand Rapids, Michigan. The ideal candidate will have a background in accounting with at least two years of relevant experience in tax compliance and consulting. Responsibilities include preparing complex tax returns and collaborating with high net-worth clients. A Bachelor's degree is required, with CPA certification preferred. The position offers competitive remuneration based on qualifications and experience.

Qualifications

• Two or more years of relevant tax experience or public accounting.
• Experience in private client service is preferred.
• CPA certification, Attorney, or Enrolled Agent certification preferred.

Responsibilities

• Participates in tax and consulting engagements.
• Prepares complex individual and trust tax returns.
• Collaborates with clients and advisors to gather necessary information.
• Reviews tax returns and provides feedback.

Skills

Time management

Leadership

Communication

Technical skills

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

GoSystems

BNA Tax Planner

Tax research software

Job description

A national accounting firm is seeking a Tax Senior for its Private Client Services division in Grand Rapids, Michigan. The ideal candidate will have a background in accounting with at least two years of relevant experience in tax compliance and consulting. Responsibilities include preparing complex tax returns and collaborating with high net-worth clients. A Bachelor's degree is required, with CPA certification preferred. The position offers competitive remuneration based on qualifications and experience.