Tax Senior, Private Client Services
BDO USA, Chicago, IL, United States
Private Client Services – Tax Senior
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 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 Summary
A Tax Senior, Private Client Services uses their educational background and professional experience, as well as communication, time‑management, leadership, technical, business development, and people skills, to provide tax compliance and consulting services to our high net‑worth clients.
Responsibilities
Participate in tax and consulting engagements and enhance skills identifying and addressing client needs.
Work with clients and their advisors to gather information needed to prepare tax returns.
Prepare complex individual, trust, estate, S‑Corp, foundation, partnership, and gift tax returns in Federal and State jurisdictions, following instructions and actively seeking feedback.
Review basic individual and trust tax returns and provide written and verbal feedback to staff and interns.
Analyze tax notices received from government agencies and prepare initial drafts of responses.
Identify technical issues, conduct advanced tax research, and develop sound recommendations for PCS leadership.
Work in a fast‑paced, deadline‑driven environment both independently and within a team dynamic.
Prioritize and complete tasks.
Collaborate and build new relationships with other professionals inside and outside the firm.
Supervisory Responsibilities
May supervise and manage the day‑to‑day work assignments of PCS Associates.
Provide verbal and written performance feedback to PCS Associates, as necessary.
Act as a mentor to PCS Associates.
Education
Bachelor’s degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor’s degree in another focus area and CPA certification, required.
Master’s degree in Accountancy or Taxation, preferred.
Qualifications, Knowledge, Skills and Abilities
Initiative – works hard, puts in extra effort when necessary, is self‑starting and meets weekly/engagement hour expectations.
Communication – expresses themselves effectively verbally and in writing; presents complex thoughts in clear, concise language; promptly responds to requests.
Leadership – leads by example, acts as a model for the firm’s core values, takes on challenges, and sees tasks through completion.
Business Development – builds new relationships and maintains existing relationships with BDO professionals and external sources.
People Development – interacts effectively at all organizational levels, teaches others critical information, and trains associates and interns on software tools and PCS methodology.
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 equivalent), preferred.
Possession of other professional degrees or certifications applicable to the role, preferred.
Software
Proficient in Microsoft Office Suite (Word, Excel, 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, Lexis Nexis), preferred.
Salary
California Range: $84,000 - $110,000
Colorado Range: $72,000 - $90,000
Illinois Range: $80,000 - $93,000
Maryland Range: $90,000 - $94,000
Massachusetts Range: $90,000 - $100,000
Minnesota Range: $75,000 - $84,000
New Jersey Range: $82,000 - $112,000
NYC/Long Island/Westchester Range: $100,000 - $118,000
Washington Range: $80,000 - $95,000
Washington DC Range: $93,000 - $98,000
Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
BDO USA, P.A. is an EO employer M/F/Veteran/Disability.
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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 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 Summary
A Tax Senior, Private Client Services uses their educational background and professional experience, as well as communication, time‑management, leadership, technical, business development, and people skills, to provide tax compliance and consulting services to our high net‑worth clients.
Responsibilities
Participate in tax and consulting engagements and enhance skills identifying and addressing client needs.
Work with clients and their advisors to gather information needed to prepare tax returns.
Prepare complex individual, trust, estate, S‑Corp, foundation, partnership, and gift tax returns in Federal and State jurisdictions, following instructions and actively seeking feedback.
Review basic individual and trust tax returns and provide written and verbal feedback to staff and interns.
Analyze tax notices received from government agencies and prepare initial drafts of responses.
Identify technical issues, conduct advanced tax research, and develop sound recommendations for PCS leadership.
Work in a fast‑paced, deadline‑driven environment both independently and within a team dynamic.
Prioritize and complete tasks.
Collaborate and build new relationships with other professionals inside and outside the firm.
Supervisory Responsibilities
May supervise and manage the day‑to‑day work assignments of PCS Associates.
Provide verbal and written performance feedback to PCS Associates, as necessary.
Act as a mentor to PCS Associates.
Education
Bachelor’s degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor’s degree in another focus area and CPA certification, required.
Master’s degree in Accountancy or Taxation, preferred.
Qualifications, Knowledge, Skills and Abilities
Initiative – works hard, puts in extra effort when necessary, is self‑starting and meets weekly/engagement hour expectations.
Communication – expresses themselves effectively verbally and in writing; presents complex thoughts in clear, concise language; promptly responds to requests.
Leadership – leads by example, acts as a model for the firm’s core values, takes on challenges, and sees tasks through completion.
Business Development – builds new relationships and maintains existing relationships with BDO professionals and external sources.
People Development – interacts effectively at all organizational levels, teaches others critical information, and trains associates and interns on software tools and PCS methodology.
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 equivalent), preferred.
Possession of other professional degrees or certifications applicable to the role, preferred.
Software
Proficient in Microsoft Office Suite (Word, Excel, 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, Lexis Nexis), preferred.
Salary
California Range: $84,000 - $110,000
Colorado Range: $72,000 - $90,000
Illinois Range: $80,000 - $93,000
Maryland Range: $90,000 - $94,000
Massachusetts Range: $90,000 - $100,000
Minnesota Range: $75,000 - $84,000
New Jersey Range: $82,000 - $112,000
NYC/Long Island/Westchester Range: $100,000 - $118,000
Washington Range: $80,000 - $95,000
Washington DC Range: $93,000 - $98,000
Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
BDO USA, P.A. is an EO employer M/F/Veteran/Disability.
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