Tax Experienced Senior, Private Client Services

BDO USA, LLP; Philadelphia (Philadelphia County); On-site; USD 88,000 - 125,000; Full time

Job summary

BDO USA, LLP's Private Client Services team seeks a Tax Experienced Senior to provide tax compliance and consulting for high net‑worth clients, leveraging deep technical knowledge, client service excellence, and leadership within our boutique practice.

You will collaborate with clients and advisors, supervise staff, and contribute to business development and training. The role requires 3+ years of tax experience, CPA/EA/attorney preferred, and strong communication and project management skills.

Qualifications

• Three or more years of tax experience in professional services.
• Experience with private client services and supervisory responsibilities preferred.
• CPA/EA/Attorney or equivalent preferred credentials.

Responsibilities

• Participate in tax engagements and identify client needs and opportunities.
• Gather information with clients and advisors to prepare tax returns.
• Review returns and provide feedback to staff and interns.
• Analyze tax notices and draft responses.
• Mentor PCS associates and supervise day-to-day work.
• Support billing, recruiting, and training activities.

Skills

Tax experience

Private client services

Communication

Leadership

Business development

People development

Client relationships

Education

Bachelor's in Accounting/Finance

CPA/EA/Attorney preferred

Master's in Taxation (preferred)

Tools

Microsoft Office

GoSystems/Tax software

Tax research tools

Job description

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.

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