Tax Senior, Private Client Services
BDO USAGrand Rapids, Michigan, United States • Kalamazoo, Michigan, United States • Detroit, Michigan, United States • Akron, Ohio, United States • Cleveland, Ohio, United States • Pittsburgh, Pennsylvania, United States
Posted February 25, 2026
Full Time
About the Company
BDO is a global organization that provides assurance, tax, and advisory services to a diverse range of clients across the US and in over 160 countries.
Job Description
Private Client Services at BDO is a boutique practice within the firm, serving high net-worth individuals, their families, and other people with complicated tax and financial structures.
Requirements
- 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
- 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
Benefits
- BDO Total Rewards
- ESOP (Employee Stock Ownership Plan)