Tax Experienced Associate, Private Client Services jobs in United States
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BDO · 1 day ago

Tax Experienced Associate, Private Client Services

BDO is a firm that offers a high touch approach in serving high net-worth individuals and their families. The Tax Experienced Associate, Private Client Services is responsible for providing tax compliance and consulting services while developing skills to identify and address client needs.

AccountingBusiness DevelopmentFinancial ServicesOutsourcing
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H1B Sponsor Likelynote

Responsibilities

Participates in tax and consulting engagements and develops skills identifying and addressing client needs
Works with managers and clients to identify and gather information needed to prepare tax returns
Prepares 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
Provides tax research support for PCS leadership
Analyzes tax notices received from government agencies and proposes a solution or response
Works in a fast-paced, deadline-driven environment both independently and within a team dynamic
Prioritizes and completes tasks
Collaborates and builds relationships with other service lines and other subject matter professionals both inside and outside the firm

Qualification

CPA certificationTax complianceTax researchMicrosoft Office SuitePublic accounting experienceBusiness developmentPeople developmentCommunication skillsLeadership skills

Required

Bachelor's degree in Accounting, Finance, Economics or Statistics, required, OR Bachelor's degree in other focus area and CPA certification, required
Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required

Preferred

Master's in Accountancy or Taxation, preferred
One (1) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services 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 research databases and tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred

Benefits

Employee Stock Ownership Plan (ESOP)
Flexibility and opportunities for advancement

Company

BDO is the leading provider of professional services within the mid-tier of our profession.

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 Stage

Leadership Team

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Barbara Derus
Managing Partner South Central Region - Transfer Pricing
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Benjamin Russell
Managing Partner, Transfer Pricing - East Region at BDO
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Company data provided by crunchbase