BDO USA · 1 day ago
Tax Senior, Private Client Services
McLean, VA
Full-time
Onsite
Mid, Senior Level
$84K/yr - $110K/yr
2+ years expBDO USA is a leading accounting and advisory organization that provides assurance, tax, and advisory services. They are seeking a Tax Senior in their Private Client Services practice to deliver tax compliance and consulting services to high net-worth clients, utilizing their technical skills and leadership abilities.
AccountingConsultingFinancial Services
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; OR Bachelor's degree in other focus area and CPA certification
Two (2) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience
Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat
Preferred
Master's degree in Accountancy or Taxation
Experience in private client service
Prior basic supervisory experience
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)
Possession of other professional degrees or certifications applicable to role
Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep)
Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis)
Benefits
Flexibility and opportunities for advancement
Employee Stock Ownership Plan (ESOP)
Comprehensive compensation and Total Rewards benefits
Annual allocation to the ESOP is fully funded by BDO through investments in company stock
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 (92)
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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