Tax Experienced Associate, Private Client Services
Stamford, CT, United States
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 Associate, 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 Description:
Participates in tax and consulting engagements and develops skills identifying and addressing client needs
Works with managers and clients to identify and gather information needed to prepare tax returns
Prepares 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
Provides tax research support for PCS leadership
Analyzes tax notices received from government agencies and proposes a solution or response
Works in a fast-paced, deadline-driven environment both independently and within a team dynamic
Prioritizes and completes tasks
Collaborates and builds relationships with other service lines and other subject matter professionals both inside and outside the firm
Supervisory Responsibilities:
N/A
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 in Accountancy or Taxation, preferred
Experience:
One (1) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, preferred
License/Certifications:
CPA certification, Attorney (admitted to practice in a . 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 research databases and tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
Languages:
N/A
Other Knowledge, Skills & Abilities:
Initiative
Strong self-motivation with the ability to complete assigned projects and tasks
Willingness to seek advise of appropriate supervisors regarding issues and questions related to assigned projects
Owns their own career and technical development
Communication
Excellent verbal and written communication skills
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
Can explain the future value of a strong internal and external professional network
Maintains and grows their existing network (. school contacts, other BDO professionals, and service providers)
People Development
Ability to interact effectively with people at all organizational levels of the firm
Capability to build and maintain strong relationships with clients
Helps new hires (including interns) integrate, teaching them about their work, and making them feel like part of the team
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: $80,000 - $83,500
Colorado Range: $70,000 - $80,000
Illinois Range: $74,000 - $78,000
Maryland Range: $72,500 - $80,000
Minnesota Range: $72,000 - $78,000
NYC/Long Island/Westchester Range: $80,000 - $90,000
Washington Range: $69,500 - $80,000
Washington DC Range: $76,000 - $86,000
About Us
Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our . team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the . and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
Focus on resilience and sustainability to positively impact our people, clients, and communities
BDO Total Rewards that encompass so much 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 Info
Job Identification 7733
Job Category Generalist
Posting Date 01/17/2025, 11:22 PM
Apply Before 01/17/2026, 11:22 PM
Job Schedule Full time
Locations 1055 Washington Blvd, Stamford, CT, 06901, US
