BDO USA, LLP
Tax Senior, Private Client Services
BDO USA, LLP, Boston, Massachusetts, us, 02298
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 needsWorks with clients and their advisors to gather information needed to prepare tax returnsPrepares 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 feedbackReviews basic individual and trust tax returns and provides written and verbal feedback to staff and internsAnalyzes tax notices received from government agencies and prepares initial drafts of responseIdentifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadershipWorks in a fast-paced, deadline-driven environment both independently and within a team dynamicPrioritizes and completes tasksCollaborates 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 AssociatesProvides verbal and written performance feedback to PCS Associates, as necessaryActs 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, requiredMaster'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, requiredExperience in private client service, preferredPrior 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), preferredPossession 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, requiredExperience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferredExperience 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 expectationsOwns 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 narrativeInternally, 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 valuesTakes 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 firmTakes the time to teach others information/skills that are critical to their current and future workTrains 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 - $110,000Colorado Range:
$72,000 - $90,000Maryland Range:
$85,000 - $90,000NYC/Long Island/Westchester Range:
$90,000 - $115,000Washington Range:
$80,000 - $95,000Washington DC Range:
$95,000 - $98,000
#J-18808-Ljbffr
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 needsWorks with clients and their advisors to gather information needed to prepare tax returnsPrepares 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 feedbackReviews basic individual and trust tax returns and provides written and verbal feedback to staff and internsAnalyzes tax notices received from government agencies and prepares initial drafts of responseIdentifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadershipWorks in a fast-paced, deadline-driven environment both independently and within a team dynamicPrioritizes and completes tasksCollaborates 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 AssociatesProvides verbal and written performance feedback to PCS Associates, as necessaryActs 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, requiredMaster'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, requiredExperience in private client service, preferredPrior 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), preferredPossession 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, requiredExperience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferredExperience 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 expectationsOwns 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 narrativeInternally, 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 valuesTakes 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 firmTakes the time to teach others information/skills that are critical to their current and future workTrains 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 - $110,000Colorado Range:
$72,000 - $90,000Maryland Range:
$85,000 - $90,000NYC/Long Island/Westchester Range:
$90,000 - $115,000Washington Range:
$80,000 - $95,000Washington DC Range:
$95,000 - $98,000
#J-18808-Ljbffr