Tax Senior, Private Client Services

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 Senior, Private Client Services 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 - Works with clients and their advisors to gather information needed to prepare tax returns - Prepares complex individual, trust, estate, S-Corp, foundation, partnership, a...