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 Associate, 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.
- Participates in tax and consulting engagements and develops skills identifying and addressing client needs
- Works with managers and clients to identify and gather information needed to prepare tax returns
- Prepares 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
- Provides tax research support for PCS leadership
- Analyzes tax notices received from government agencies and proposes a solution or response
- Works in a fast-paced, deadline-driven environment both independently and within a team dynamic
- Prioritizes and completes tasks
- Collaborates and builds relationships with other service lines and other subject matter professionals both inside and outside the firm
- Bachelor’s degree in Accounting, Finance, Economics or Statistics, required, OR Bachelor's degree in other focus area and CPA certification, required
- Master’s in Accountancy or Taxation, preferred
- One (1) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, preferred
- 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
- Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required
- Experience with tax research databases and tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
- Strong self-motivation with the ability to complete assigned projects and tasks
- Willingness to seek advise of appropriate supervisors regarding issues and questions related to assigned projects
- Owns their own career and technical development
- Excellent verbal and written communication skills
- Internally communicates the status of their work to their team; promptly responds to requests
- 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
- Can explain the future value of a strong internal and external professional network
- Maintains and grows their existing network (e.g. school contacts, other BDO professionals, and service providers)
- Ability to interact effectively with people at all organizational levels of the firm
- Capability to build and maintain strong relationships with clients
- Helps new hires (including interns) integrate, teaching them about their work, and making them feel like part of the team
California Range: $80,000 - $83,500 Colorado Range: $70,000 - $80,000 Illinois Range: $74,000 - $78,000 Maryland Range: $85,500 - $88,000 Massachusetts Range: $86,500 - $89,000 Minnesota Range: $72,000 - $78,000 New Jersey Range: $77,000 - $92,000 Ohio Range: $71,000 - $85,000 NYC/Long Island/Westchester Range: $93,000 - $95,000 Washington Range: $69,500 - $80,000 Washington DC Range: $86,000 - $90,000