Tax Senior, Private Client Services - High Net Worth

BDO USA; Daphne (AL); On-site; USD 90,000 - 120,000; Full time

Job summary

BDO USA, Private Client Services, is seeking a Tax Senior to provide tax compliance and consulting services to high net-worth individuals and families. You will apply your education and experience in client engagements, manage time and people, and contribute to business development within PCS.

You will prepare complex returns (individual, trust, estate, S-Corp, foundation, partnership, and gift) for Federal and State jurisdictions, review tax notices, perform research, and mentor staff in a

Qualifications

• 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

Responsibilities

• 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

Skills

Initiative

Communication

Leadership

Business Development

People Development

Education

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

CPA certification or advanced degree

Tools

Microsoft Office

Adobe Acrobat

GoSystems

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoint

LexisNexis

Job description

BDO USA, Private Client Services, is seeking a Tax Senior to provide tax compliance and consulting services to high net-worth individuals and families. You will apply your education and experience in client engagements, manage time and people, and contribute to business development within PCS.

You will prepare complex returns (individual, trust, estate, S-Corp, foundation, partnership, and gift) for Federal and State jurisdictions, review tax notices, perform research, and mentor staff in a