Tax Experienced Senior, Private Client Services

BDO USA; West Palm Beach (FL); On-site; USD 96,000 - 125,000; Full time

Job summary

BDO USA is seeking a Tax Experienced Senior in Private Client Services to deliver tax compliance and consulting for high net-worth clients. The role emphasizes leadership, communication, and business development within a fast-paced, client-focused environment.

You'll work on complex tax returns (individual, trust, estate, and family office structures) and collaborate with clients, family offices, and advisors to optimize tax outcomes while upholding the firm’s standards.

Qualifications

• Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience.
• Experience with private client services is preferred.
• Supervisory experience preferred.

Responsibilities

• Participates in tax and consulting engagements and identifies client needs and opportunities.
• Works directly with clients and advisors to gather information for tax returns.
• Develops understanding of complex individual, trust, estate, and gift tax returns across Federal and State jurisdictions.
• Reviews basic returns and provides feedback to staff and interns.
• Analyzes tax notices and drafts responses for PCS leadership.
• Supports PCS/firm through billing, recruiting, and training activities.

Skills

Tax consulting

Client service

Leadership

Business development

Time management

Education

Bachelor's degree in Accounting/Finance/Economics/Statistics

CPA certification or eligible

Master's degree in Accountancy or Taxation (preferred)

Tools

GoSystems

GoFileRoom

SurePrep

BNA Tax Planner

CCH IntelliConnect

Checkpoint

LexisNexis

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. 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 - $10