Tax Senior, Private Client Services
BDO USALos Angeles, California, United States • Costa Mesa, California, United States • San Diego, California, United States
Posted February 17, 2026
Full Time
About the Company
BDO is a global organization that provides assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries.
Job Description
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.
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
Benefits
- Employee Stock Ownership Plan (ESOP)
- Comprehensive compensation and Total Rewards benefits
- Generous Paid Time Off
- 401k Matching