Tax Experienced Senior, Private Client Services
BDO USANew York, New York, United States • New York, United States • New Jersey, United States • Connecticut, United States
Posted October 28, 2025
83000 - 130000 USD year
Full Time
About the Company
BDO USA provides assurance, tax, and advisory services to help middle market companies achieve exceptional outcomes.
Job Description
BDO is seeking a Tax Experienced Senior, Private Client Services (PCS) to provide tax compliance and consulting services to high-net-worth clients. This role involves working directly with clients, understanding complex tax regulations, and contributing to team operations and client relationships. The firm focuses on estate, income, gift, trust, and compensation tax.
Requirements
- Bachelor’s degree in Accounting, Finance, Economics, or Statistics, or related field and CPA certification.
- Master’s degree in Accountancy or Taxation, preferred.
- Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience.
- Prior basic supervisory experience, preferred.
- CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (or equivalent).
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint), Adobe Acrobat.
- 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.
- Strong communication and leadership skills.
Benefits
- Full Job Description