Tax Experienced Senior, Private Client Services

BDO USA, LLP; City of Rochester (NY); Sur place; USD 110 000 - 125 000; Plein temps

Avantages offerts par ce poste

ESOP

Résumé du poste

BDO USA, LLP in New York is seeking a Tax Experienced Senior, Private Client Services (PCS) to provide tax compliance and consulting to high net-worth clients. You will engage in tax planning, client communications, and support staff with complex returns across individuals, trusts, and estates.

The role emphasizes leadership, time management, and business development within a fast-paced team. Bachelor's in accounting or related field is required; CPA/EA preferred.

Qualifications

• Three or more years of tax experience and/or public accounting or related service.
• Experience with private client services is preferred.
• CPA, EA, or attorney designation preferred.

Responsabilités

• Participate in tax engagements and identify client needs, planning opportunities.
• Gather information from clients to prepare tax returns.
• Understand complex tax returns for individuals, trusts, estates, and foundations.
• Review basic tax returns and provide feedback to staff.
• Analyze tax notices and draft responses.
• Perform advanced tax research and provide recommendations.
• Work in fast-paced, deadline-driven environment.
• Assist with PCS/firm contributions and training.
• Build relationships with professionals inside and outside the firm.

Connaissances

Tax experience

Client service

Leadership

Communication

Time management

Formation

Accounting/Finance/Economics

CPA preferred

Master’s degree preferred

Outils

GoSystems

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

LexisNexis

Description du poste

Job Summary:

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.

A Tax Experienced Senior, Private Client Services (PCS) 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 Duties:

• 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, while demonstrating the ability to follow instructions and actively seek feedback
• Reviews basic individual and trust tax returns and provides written and verbal feedback to staff and interns
• Analyzes tax notices received from government agencies and prepares initial drafts of response
• Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership
• Works in a fast-paced, deadline-driven environment both independently and within a team dynamic
• Prioritizes and completes tasks
• Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training
• Builds new relationships with other professionals both inside and outside the firm

Supervisory Responsibilities:

• May supervise and manage the day-to-day work assignments of PCS Associates
• Provides verbal and written performance feedback to PCS Associates, as necessary
• Acts as mentor to PCS Associates

Qualifications, Knowledge, Skills and Abilities:

Education:

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

Experience:

• Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required
• Experienced in private client services, preferred
• Prior basic supervisory 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 compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
• Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred

Languages:

• N/A

Other Knowledge, Skills & Abilities:

• Initiative
  • Works hard, putting in extra effort when necessary to complete their assignments within given deadlines; self-starting; doesn't need to be explicitly told to put in this effort; when set, meets weekly/engagement hours expectations
  • Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps
• Communication
  • Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
  • 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
  • Participates in business development and networking activities
  • Seizes opportunities for new professional contacts when presented
• People Development
  • Ability to interact effectively with people at all organizational levels of the firm
  • Assists in supervision, development, and training of employees

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: $96,000 - $125,000
Colorado Range: $80,000 - $100,000
Illinois Range: $90,000 - $108,000
Maryland Range: $98,000 - $110,000
Massachusetts Range: $102,000 - $119,000
Minnesota Range: $80,000 - $95,000
New Jersey Range: $88,000 - $125,000
Ohio Range: $85,000 - $115,000
NYC/Long Island/Westchester Range: $110,000 - $125,000
Washington Range: $83,000 - $115,000
Washington DC Range: $105,000 - $117,000

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.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits.

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets