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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 Senior, Private Client Services (PCS) 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, tax planning, and consulting opportunitiesWorks directly with clients and their advisors to gather information needed to prepare tax returnsDevelops understanding of complex 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 feedbackReviews basic individual and trust tax returns and provides written and verbal feedback to staff and internsAnalyzes tax notices received from government agencies and prepares initial drafts of responseIdentifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadershipWorks in a fast-paced, deadline-driven environment both independently and within a team dynamicPrioritizes and completes tasksAssists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and trainingBuilds new relationships with other professionals both inside and outside the firmSupervisory Responsibilities:May supervise and manage the day-to-day work assignments of PCS AssociatesProvides verbal and written performance feedback to PCS Associates, as necessaryActs as mentor to PCS AssociatesQualifications, 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, requiredMaster's degree in Accountancy or Taxation, preferredExperience:Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, requiredExperienced in private client services, preferredPrior basic supervisory experience, preferredLicense/Certifications:CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (