Tax Senior, Private Client Services

BDO USA, LLP; Dallas (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

BDO USA, LLP's Private Client Services is a boutique practice serving high net-worth individuals and their families, with extensive expertise in estate, income, gift, and trust tax consulting and compliance, charitable giving, executive compensation, and cash-flow planning.

As a Tax Senior, Private Client Services you will draw on your education and experience to provide tax compliance and consulting services to our high net-worth clients, lead engagements, and mentor staff in a fast-paced,

Qualifications

• Two (2) or more years of prior tax experience in public accounting, private industry accounting, or consulting/professional services.
• Experience in handling complex individual, trust, estate and related tax returns.
• Strong communication and leadership abilities.

Responsibilities

• Participates in tax engagements and enhances skills identifying and addressing client needs.
• Gathers information to prepare tax returns and reviews basic returns with feedback.
• Prepares complex tax returns for individuals, trusts, estates, S‑corps, foundations, partnerships, and gifts.
• Analyzes tax notices and conducts tax research to support PCS leadership.

Skills

Communication

Time management

Leadership

Technical tax knowledge

Business development

People skills

Education

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

CPA certification

Master's degree in Accountancy or Taxation

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 Senior, 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 Duties:

• Participates in tax and consulting engagements and enhances skills identifying and addressing client needs
• Works with clients and their advisors to gather information needed to prepare tax returns
• Prepares 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
• Collaborates and builds new relationships with other new 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:

• Two (2) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required
• Experience in private