Job description
BDO’s Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships, and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge, and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.
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.
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.
Qualifications
Education:
Experience:
License/Certifications:
Software:
Other Knowledge, Skills & Abilities:
- Bachelor’s degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in other focus area and CPA certification, required
- Master’s degree in Accountancy or Taxation, preferred
Experience:
- Two (2) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required
- Experience in private client service, preferred
- Prior basic supervisory experience, preferred
License/Certifications:
- CPA certification, Attorney (admitted to practice in a U.S. 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 compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
- Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred
Other Knowledge, Skills & Abilities:
- Initiative
- Works hard, putting in extra effort when necessary to complete their assignments within given deadlines; self-starting; doesn’t need to be explicitly told to put in this effort; when set, meets weekly/engagement hours expectations
- Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps
- Communication
- Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
- 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
- Builds new relationships and maintains existing relationships with BDO professionals and external sources
- People Development
- Ability to interact effectively with people at all organizational levels of the firm
- Takes the time to teach others information/skills that are critical to their current and future work
- Trains associates and interns on how to use all current software tools and PCS methodology
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