Tax Experienced Senior, Private Client Services

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 - $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

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. Click here to find out more

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*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

Click here to find out more

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