Tax Experienced Senior, Private Client Services

Private Client Services Tax Experienced 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 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 opportunities
• Works directly with clients and their advisors to gather information needed to prepare tax returns
• Develops 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 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
• Assists with PCS / firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training
• Builds new relationships with other professionals both inside and outside the firm

Supervisory Responsibilities :

Qualifications, Knowledge, Skills and Abilities :

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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 - $125,000 Colorado Range : $80,000 - $100,000 Illinois Range : $90,000 - $108,000 Maryland Range : $98,000 - $110,000 Massachusetts Range : $102,000 - $119,000 Minnesota Range : $80,000 - $95,000 New Jersey Range : $88,000 - $125,000 NYC / Long Island / Westchester Range : $115,000 - $130,000 Washington Range : $83,000 - $115,000 Washington DC Range : $105,000 - $117,000