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 opportunitiesWorks directly with clients and their advisors to gather information needed to prepare tax returnsDevelops 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 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 tasksAssists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and trainingBuilds new relationships with other professionals both inside and outside the firmSupervisory 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 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, requiredMaster's degree in Accountancy or Taxation, preferredExperience:Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, requiredExperienced in private client services, preferredPrior basic supervisory experience, preferredLicense/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 preferredSoftware: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), preferredLanguages:N/AOther 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:

Participates in business development and networking activitiesSeizes opportunities for new professional contacts when presented

People Development:

Ability to interact effectively with people at all organizational levels of the firmAssists 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 - $125,000Colorado Range: $80,000 - $100,000NYC/Long Island/Westchester Range: $80,000 - $105,000Washington Range: $83,000 - $115,000

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