Reference #: 4499
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.Job Duties:
A Private Client Services (PCS) Senior Associate 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.
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 AssociatesQualifications, 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 - $107,500
New York City/ Valhalla Range: $80,000 - $105,000
Washington Range: $76,000 - $105,000All qualified applicants will receive consideration for employment without regard to race, age, color, religion, sex, national origin, disability, protected veteran status, or any other classification protected by law.