Tax Senior, Private Client Services

BDO USA, LLP; Milwaukee (WI); Presencial; USD 80 000 - 110 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

ESOP ownership

Total Rewards benefits

Career development opportunities

Resumo da oferta

BDO USA, LLP is seeking a Tax Senior for Private Client Services to serve high-net-worth individuals, families, and executive clients. The role emphasizes tax compliance and consulting across complex structures, with opportunities to mentor staff and collaborate with advisors.

The ideal candidate will have CPA certification or equivalent and 2+ years of tax experience, with strong communication, leadership, and business development skills in a fast-paced environment.

Qualificações

• Two or more years of prior relevant tax experience and/or public accounting experience.
• Experience in private client service is preferred.
• CPA certification or equivalent is preferred.

Responsabilidades

• Participates in tax and consulting engagements and assesses client needs.
• Gathers information needed to prepare tax returns from clients and advisors.
• Prepares complex tax returns (individual, trust, estate, S‑Corp, foundation, partnership, gift)
• Reviews basic returns and provides feedback to staff and interns
• Analyzes tax notices and drafts responses
• Conducts advanced tax research and offers recommendations to PCS leadership
• Works in a fast-paced, deadline-driven environment and collaborates with teams
• Prioritizes tasks and maintains client relationships

Conhecimentos

Communication

Time management

Leadership

Business development

People skills

Tax knowledge

Client service

Formação académica

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

CPA certification or equivalent

Master’s degree in Accountancy/Taxation (preferred)

Ferramentas

Microsoft Office

GoSystems

BNA Tax Planner

GoFileRoom

SurePrep

LexisNexis

CCH IntelliConnect

Descrição da oferta de emprego

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 client service, 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

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
  
  
  
  • Builds new relationships and maintains existing relationships with BDO professionals and external sources
  
  
  
  


• People Development
  
  
  
  • Ability to interact effectively with people at all organizational levels of the firm
  
  
  • Takes the time to teach others information/skills that are critical to their current and future work
  
  
  • Trains associates and interns on how to use all current software tools and PCS methodology
  
  
  
  

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: $84,000 - $110,000


• Colorado Range: $72,000 - $90,000


• Illinois Range: $80,000 - $93,000


• Maryland Range: $90,000 - $94,000


• Massachusetts Range: $90,000 - $100,000


• Minnesota Range: $75,000 - $84,000


• New Jersey Range: $82,000 - $112,000


• Ohio Range: $81,000 - $95,000


• NYC/Long Island/Westchester Range: $100,000 - $110,000


• Washington Range: $80,000 - $95,000


• Washington DC Range: $93,000 - $98,000

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