Tax Senior, Private Client Services

BDO USA • San Antonio, TX

20h • $72,000 - $112,000

About The Position

The Tax Senior, Private Client Services, provides tax compliance and consulting services to high-net-worth individuals and families, family offices, C-suite executives, athletes, entertainers, and other clients with complex tax and financial structures. The Private Client Services practice works across estate, income, gift, and trust tax consulting and compliance, charitable giving and philanthropic foundations, executive compensation, and cash-flow, retirement, and life-insurance planning.

The role participates in tax and consulting engagements, prepares complex tax returns, reviews basic returns, researches technical issues, and helps address client needs. It also involves communicating with clients and their advisors, working independently and collaboratively in a deadline-driven environment, and potentially supervising, mentoring, and providing feedback to PCS Associates.

Requirements

• Bachelor’s degree in Accounting, Finance, Economics, or Statistics; alternatively, a bachelor’s degree in another focus area with CPA certification.
• At least two years of relevant tax experience and/or experience in public accounting, private-industry accounting, or consulting/professional services.
• Proficiency with Microsoft Office Suite, specifically Word, Excel, and PowerPoint, and Adobe Acrobat.
• Ability to communicate effectively verbally and in writing, synthesize complex information clearly, and keep the team informed about work status.
• Demonstrated initiative, accountability, leadership, relationship-building, and ability to interact with people at all organizational levels.
• Ability to complete assignments within deadlines and meet weekly or engagement-hour expectations.

Nice To Haves

• Master’s degree in Accountancy or Taxation.
• Experience in private client services.
• Basic supervisory experience.
• CPA certification, admission as an attorney to practice in a U.S. jurisdiction, IRS Enrolled Agent designation, or equivalent designation.
• Other professional degrees or certifications applicable to the role.
• Experience with tax compliance process software such as GoSystems, BNA Tax Planner, GoFileRoom, or SurePrep.
• Experience with tax research tools such as BNA Portfolio, CCH IntelliConnect, Checkpoint, or Lexis Nexis.

Responsibilities

• Participate in tax and consulting engagements and develop the ability to identify and address client needs.
• Work with clients and their advisors to gather information needed to prepare tax returns.
• Prepare complex federal and state individual, trust, estate, S-Corporation, foundation, partnership, and gift tax returns.
• Review basic individual and trust tax returns and provide written and verbal feedback to staff and interns.
• Analyze tax notices from government agencies and prepare initial response drafts.
• Identify technical issues, conduct advanced tax research, and develop recommendations for PCS leadership.
• Work independently and collaboratively in a fast-paced, deadline-driven environment; prioritize and complete tasks.
• Collaborate with and build relationships with other professionals inside and outside the firm.
• May supervise and manage the day-to-day work assignments of PCS Associates.
• Provide verbal and written performance feedback to PCS Associates as needed and act as their mentor.
• Train associates and interns in current software tools and PCS methodology.

Benefits

• Employee stock ownership plan (ESOP) participation through beneficial ownership in the firm.
• Comprehensive compensation and Total Rewards benefits offerings.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior