Tax Experienced Associate, Private Client Services

BDO USA; Stamford (CT); On-site; USD 80,000 - 95,000; Full time

Job summary

BDO USA's Private Client Services offers tax compliance and consulting to high net-worth individuals and families. A Tax Experienced Associate will leverage education and experience to serve clients with complex tax and financial structures.

In this role you will participate in engagements, prepare diverse returns, perform tax research, and collaborate with managers and other service lines to deliver tailored solutions. Exceptional communication and time-management skills are essential.

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 in Accountancy or Taxation, preferred
• One (1) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, preferred

Responsibilities

• Participates in tax and consulting engagements and develops skills identifying and addressing client needs
• Works with managers and clients to identify and gather information needed to prepare tax returns
• Prepares individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns, both Federal and State jurisdictions, while demonstrating the ability to follow instructions and actively seek feedback
• Provides tax research support for PCS leadership
• Analyzes tax notices received from government agencies and proposes a solution or response
• Works in a fast‑paced, deadline‑driven environment both independently and within a team dynamic
• Prioritizes and completes tasks
• Collaborates and builds relationships with other service lines and other subject matter professionals both inside and outside the firm

Skills

Time management

Leadership

Communication

Business development

Self-motivation

People development

Education

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

CPA certification

Master’s in Accountancy or Taxation

Tools

Microsoft Office Suite

Adobe Acrobat

GoSystems

BNA Tax Planner

GoFileRoom

SurePrep

Job description

JOB DESCRIPTION

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C‑Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash‑flow, retirement, and life insurance planning.

Job Summary

A Tax Experienced Associate, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.

Job Description

• Participates in tax and consulting engagements and develops skills identifying and addressing client needs
• Works with managers and clients to identify and gather information needed to prepare tax returns
• Prepares individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns, both Federal and State jurisdictions, while demonstrating the ability to follow instructions and actively seek feedback
• Provides tax research support for PCS leadership
• Analyzes tax notices received from government agencies and proposes a solution or response
• Works in a fast‑paced, deadline‑driven environment both independently and within a team dynamic
• Prioritizes and completes tasks
• Collaborates and builds relationships with other service lines and other subject matter professionals both inside and outside the firm

Supervisory Responsibilities

• N/A

Education

Qualifications, Knowledge, Skills and Abilities:

• Bachelor’s degree in Accounting, Finance, Economics or Statistics, required, OR Bachelor’s degree in other focus area and CPA certification, required
• Master’s in Accountancy or Taxation, preferred

Experience

• One (1) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, preferred

License/Certifications

• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), preferred
• Possession of other professional degrees or certifications applicable to role, preferred

Software

• Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required
• Experience with tax research databases and tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred

Languages

• N/A

Other Knowledge, Skills & Abilities

• Initiative
• Strong self‑motivation with the ability to complete assigned projects and tasks
• Willingness to seek advise of appropriate supervisors regarding issues and questions related to assigned projects
• Owns their own career and technical development
• Communication
• Excellent verbal and written communication skills
• Internally communicates the status of their work to their team; promptly responds to requests
• Leadership
• Leads by example, acting as a model for the firm’s core values
• Takes on challenges; sees tasks through completion, even if there are obstacles
• Business Development
• Can explain the future value of a strong internal and external professional network
• Maintains and grows their existing network (e.g. school contacts, other BDO professionals, and service providers)
• People Development
• Ability to interact effectively with people at all organizational levels of the firm
• Capability to build and maintain strong relationships with clients
• Helps new hires (including interns) integrate, teaching them about their work, and making them feel like part of the team

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

• California Range: $80,000 - $83,500
• Colorado Range: $70,000 - $80,000
• Illinois Range: $74,000 - $78,000
• Maryland Range: $85,500 - $88,000
• Massachusetts Range: $86,500 - $89,000
• Minnesota Range: $72,000 - $78,000
• New Jersey Range: $77,000 - $92,000
• Ohio Range: $71,000 - $85,000
• NYC/Long Island/Westchester Range: $93,000 - $95,000
• Washington Range: $69,500 - $80,000
• Washington DC Range: $86,000 - $90,000

About Us

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well‑being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

• Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"