Tax Experienced Senior, Private Client Services

BDO USA, P.C. • Norfolk, VA

3h

About The Position

Private Client Services at BDO is a boutique practice within the firm, offering a high-touch approach to high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, and others with complicated tax and financial structures. The practice has extensive experience 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, along with communication, time management, leadership, technical, business development, and people skills, to provide tax compliance and consulting services to high net-worth clients.

Requirements

• Bachelor’s degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in other focus area and CPA certification, required
• Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required
• Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required

Nice To Haves

• Master’s degree in Accountancy or Taxation, preferred
• Experienced in private client services, preferred
• Prior basic supervisory 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
• Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
• Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred

Responsibilities

• 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
• May supervise and manage the day-to-day work assignments of PCS Associates
• Provides verbal and written performance feedback to PCS Associates, as necessary
• Acts as mentor to PCS Associates

Benefits

• Flexibility and opportunities for advancement
• Culture centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world
• Employee Stock Ownership Plan (ESOP), a qualified retirement plan, offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
• Comprehensive compensation and Total Rewards benefits offerings
• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 5,001-10,000 employees