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    Bdo

    Accounting & Professional Services

    Tax Experienced Senior, Private Client Services

    Chicago, United StatesOn-SiteFull-timePosted 1w ago
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    Job description

    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 Experienced Senior, Private Client Services (PCS) 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, 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

    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:

    • Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required
    • Experienced in private client services, preferred
    • Prior basic supervisory experience, preferred

    License/Certifications:

    • 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

    Software:

    • Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required
    • 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

    Languages:

    • N/A

    Other Knowledge, Skills & Abilities:

    • Initiative
      • Works hard, putting in extra effort when necessary to complete their assignments within given deadlines; self-starting; doesn’t need to be explicitly told to put in this effort; when set, meets weekly/engagement hours expectations
      • Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps
    • Communication
      • Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
      • Internally, communicates the status of their work to their team; promptly responds to requests
    • Leadership
      • Leads by example, acting as a model for the firm’s core values
      • Takes on challenges; sees tasks through completion, even if there are obstacles
    • Business Development
      • Participates in business development and networking activities 
      • Seizes opportunities for new professional contacts when presented
    • People Development
      • Ability to interact effectively with people at all organizational levels of the firm
      • Assists in supervision, development, and training of employees 

    ​​​​​​​

    Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

    California Range:  $96,000 - $125,000
    Colorado Range:  $80,000 - $100,000
    Illinois Range:  $90,000 - $108,000
    Maryland Range:  $98,000 - $110,000
    Massachusetts Range:  $102,000 - $119,000
    Minnesota Range:  $80,000 - $95,000
    New Jersey Range:  $88,000 - $125,000
    Ohio Range:  $85,000 - $115,000
    NYC/Long Island/Westchester Range:  $110,000 - $125,000
    Washington Range:  $83,000 - $115,000
    Washington DC Range:  $105,000 - $117,000

    About Us

    At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

    Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

    BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

    We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

    Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!

    *Benefits may be subject to eligibility requirements.

    Equal Opportunity Employer, including disability/vets
    Click here to find out more!

    Job details are sourced from the employer's original posting.

    Open job posting
    BD

    About the company

    Bdo

    Do you want to make a real impact within a rapidly growing team of international tax professionals? At BDO Netherlands, you will join our specialised Pillar Two team as a trusted advisor to multinational clients across various sectors. Working closely with your colleagues, you help build long-term client relationships and support organisations with complex Pillar Two matters in a dynamic, international environment. About the Pillar Two Team BDO Netherlands’ Pillar Two team consists of 15 professionals across multiple offices who advise and lead large Pillar Two mandates. We support several hundred in-scope MNEs and manage the full Pillar Two cycle: from impact assessments and financial statement disclosures to preparing and filing DMTT returns and GIR forms. Our team has invested significantly in self-developed technology (while also working with third‑party solutions) and plays a leading role in the market through thought‑leadership initiatives. We guide MNEs in critical discussions with auditors and tax authorities and lead global compliance projects. Due to the strong and continuous growth of this team, and with Pillar Two expected to remain strategically important, we are now looking to expand with a senior hire.

    View all Bdo jobs
    Industry
    Accounting & Professional Services
    Founded
    1995
    Open roles
    866

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