BDO · 4 months ago
Tax Senior, Private Client Services
St Louis, MO, United States
Full-time
Onsite
Mid, Senior Level
$84K/yr - $110K/yr
2+ years expBDO is a firm that specializes in providing high touch tax consulting services for high net-worth individuals and families. The Tax Senior will be responsible for tax compliance and consulting services, preparing complex tax returns, and managing client relationships while mentoring junior associates.
AccountingBusiness DevelopmentFinancial ServicesOutsourcing
Responsibilities
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
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
Qualification
Required
Bachelor's degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in other focus area and CPA certification, required
Two (2) 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
Preferred
Master's degree in Accountancy or Taxation, preferred
Experience in private client service, 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
Company
BDO
BDO is the leading provider of professional services within the mid-tier of our profession.
10001+ employees
H1B Sponsorship
BDO has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)
Funding
Current Stage
Late StageLeadership Team
Barbara Derus
Managing Partner South Central Region - Transfer Pricing
Benjamin Russell
Managing Partner, Transfer Pricing - East Region at BDO
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