Experienced Private Client Services Associate Tax

Profile

Private Client Services Associate, Tax

The candidate assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Bachelors degree in Accounting or other relevant field required. JD or LLM in Taxation preferred.1+ years prior experience in accounting, finance, or legal required. Experience working in public accounting or the private client area preferred. Working towards CPA, CFP, Masters in Tax, or JD preferred. Licensed Attorney strongly preferred. Experience with Gosystems and BNA Tax Planner preferred. Experience with the Microsoft office suite. Excellent oral and written communication .skills. Basic knowledge of fundamental accounting, finance and tax principlesGeneral accounting knowledge and basic to intermediate tax knowledge. General understanding of financial planning concepts.

Additional Information

Ref: 16777BR

Company info

BDO USA LLP
150 Federal Street Suite 900
Boston
Massachusetts
United States 02110
Website : https://www.bdo.com