Tax Senior, Private Client Services

BDO USA•San Antonio, TX

About The Position

Private Client Services (PCS) at BDO is a boutique practice that provides a high-touch approach to high-net-worth individuals, their families, family offices, C-suite executives, athletes, entertainers, and others with complex tax and financial structures. The practice serves clients 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 Tax Senior, Private Client Services provides tax compliance and consulting services to high-net-worth clients, drawing on their education, professional experience, and communication, time-management, leadership, technical, business-development, and people skills. The role participates in tax and consulting engagements, prepares complex tax returns, reviews basic returns, researches technical issues, and develops recommendations. It may also involve supervising, mentoring, and providing feedback to PCS Associates.

Requirements

Bachelor’s degree in Accounting, Finance, Economics, or Statistics; or a bachelor’s degree in another focus area and CPA certification.
Two or more years of prior 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 express ideas effectively verbally and in writing, synthesize complex thoughts into clear and concise language, and present a cohesive narrative.
Ability to take initiative, work independently, make extra effort when necessary to meet deadlines, and meet weekly or engagement-hour expectations.
Ability to own and pursue career and technical development, identify knowledge gaps, and seek projects and learning experiences to address them.
Ability to lead by example, take on challenges, and see tasks through to completion despite obstacles.
Ability to interact effectively with people at all organizational levels and teach others skills and information relevant to their work.

Nice To Haves

Master’s degree in Accountancy or Taxation.
Experience in private client service.
Basic supervisory experience.
CPA certification, admission as an attorney to practice in a U.S. jurisdiction, IRS Enrolled Agent designation, or an 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 enhance skills in 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 for federal and state jurisdictions; follow instructions and actively seek feedback.
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 drafts of responses.
Identify technical issues, conduct advanced tax research, and develop sound recommendations for PCS leadership.
Work effectively and independently, as well as within a team, in a fast-paced, deadline-driven environment.
Prioritize and complete tasks.
Collaborate and build relationships with new professionals inside and outside the firm.
May supervise and manage PCS Associates’ day-to-day work assignments.
Provide verbal and written performance feedback to PCS Associates as necessary.
Mentor PCS Associates.
Train associates and interns to use current software tools and PCS methodology.
Communicate work status to the team and promptly respond to requests.
Build new relationships and maintain existing relationships with BDO professionals and external sources.