Tax Senior, Private Client Services
$84,000–$110,000 year
On-siteSan Antonio, Texas, United States
Job Summary
Prepare complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns for Federal and State jurisdictions. Analyze government tax notices and draft responses, while conducting advanced research to develop recommendations for leadership. Collaborate with clients and advisors to gather information for returns, and review basic filings to provide feedback to staff and interns. Prioritize tasks in a deadline-driven environment, potentially supervising Associates and mentoring them on software tools and methodology. Build relationships with internal professionals and external sources, and train associates on PCS methodology.
Required Qualifications
- Bachelor's degree in Accounting, Finance, Economics, or Statistics
- CPA certification
- Two (2) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience
- Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat
Desired Qualifications
- Master's degree in Accountancy or Taxation
- Experience in private client service
- Prior basic supervisory experience
- CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (EA)
- Possession of other professional degrees or certifications applicable to role
- Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep)
- Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis)
- Initiative
- Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps
- 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
- 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
- Builds new relationships and maintains existing relationships with BDO professionals and external sources
- 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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