Tax Senior Private Client Services

BDO USA, LLP • Milwaukee, WI • 1h ago

JOB REQUIREMENTS: Job Summary: 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 Senior,
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. Job Duties: Participates in tax and consulting
engagements and enhances skills identifying and addressing client needs
Works with clients and their advisors to gather information needed to
prepare tax returns Prepares 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
Collaborates and builds new relationships with other new professionals
both inside and outside the firm Supervisory Responsibilities: 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 Qualifications, Knowledge,
Skills and Abilities: Education: Bachelor\'s degree in Accounting,
Finance, Economics, or Statistics, required; OR Bachelor\'s degree in
other focus area and CPA certification, required Master\'s degree in
Accountancy or Taxation, preferred Experience: Two (2) or more years of
prior relevant tax experience and/or public accounting, private industry
accounting, or consulting/professional services experience, required
Experience in private client service, preferred Prior basic supervisory
experience, preferred License/Certifications: CPA certification,
Attorney (admitted... For full info follow application link. All
qualified applicants will receive consideration for employment without
regard to race, age, color, religion, sex, national origin, disability,
protected veteran status, or any other classification protected by law.
*** APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/8E9C96D3E76A4167

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