Tax Senior, Private Client Services

Reference #: 6549

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