BDO USA · 2 hours ago
Tax Experienced Senior, Private Client Services
New York, NY
Full-time
Onsite
Mid, Senior Level
$96K/yr - $125K/yr
3+ years expBDO USA is a leading accounting and advisory firm that specializes in providing exceptional services to high net-worth individuals and families. The Tax Experienced Senior in Private Client Services is responsible for delivering tax compliance and consulting services, while also mentoring junior associates and managing client relationships.
AccountingConsultingFinancial Services
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
Qualification
Required
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
Preferred
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
Benefits
Employee Stock Ownership Plan (ESOP)
Flexibility and opportunities for advancement
Company
BDO USA
BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.
10001+ employees
H1B Sponsorship
BDO USA 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 (69)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)
Funding
Current Stage
Late StageTotal Funding
$1.3BKey Investors
Apollo
2023-08-15Debt Financing· $1.3B
Leadership Team
Catherine Moy
Chief People Officer
Cristin Boynton
Principal, Tax Automation & Innovation
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