Job Summary:

The Tax Associate, Family Office Services/Private Client Services Associate assists in providing accounting and tax compliance and consulting to high net worth clients.

Job Duties:

• Prepares basic to complex individual and other tax returns
• Uses software programs to organize, coordinate and process accounts payable data for clients that include but are not limited to Bill.com, QuickBooks, Intacct, Microsoft Office Suite and Adobe PDF
• Meets internal deadlines to match the client expectations for timely delivery of service and ensures client data is collected and processed in a timely manner to comply with payment deadlines and filing requirements
• Performs complete general ledger reconciliation including the entire balance sheet and applies accounting knowledge by properly recording transactions in a general ledger; creates accounting records such as bill payments, client invoices, payroll, and others; identifies and records adjustments; produces accurate financial statements
• Comprehends common financial statements and prepares draft financial statements for review; understands how line items/accounts function (e.g. capital accounts, various forms of liabilities, etc.); properly distinguishes debits from credits; calculates/interprets KPIs for clients; identifies positive and constructive trends and raises them to BDO management
• Performs research and completes consulting projects
• Interacts directly with clients and their advisors
• Communicates with supervisors, engagement team, and clients regarding the status of projects
• Assists with administrative responsibilities including billing, recruiting, attendance and participation in CPE activities and training
• Other duties as required

Supervisory Responsibilities:

• N/A

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor’s or Master’s program in Accounting or Finance, required

Experience:

• Leadership experience, preferred
• One (1) or more years prior experience in accounting, finance, or legal, required
• Experience working in public accounting or the private client area, preferred

License/Certifications:

• Working towards CPA or CFP, preferred

Software:

• Proficient in Microsoft Office Suite, specifically Word, Excel, and PowerPoint, required
• Experience utilizing industry standard accounting software required such as Intuit’s QuickBooks Online (QBO), Microsoft NAV and Bill.com, CaseWare, BNA Depreciation Software, preferred
• Ability to learn and navigate new and complex software, preferred

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Excellent verbal and written communication skills
• Detailed oriented
• Strong analytical, research and critical thinking skills
• Solid organizational skills, especially the ability to meet project deadlines with a focus on details
• Ability to successfully multi-task while working independently or within a group environment
• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
• Ability to interact effectively with people at all organizational levels of the firm
• Basic knowledge of fundamental accounting, finance and tax principles
• General accounting knowledge and basic to intermediate tax knowledge
• General understanding of financial planning concepts

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: $65,000 - $110,000

NYC/Long Island/Westchester Range: $72,000 - $78,000

Washington Range: $65,000 - $110,000

At BDO, our purpose is helping people thrive, every day. Together, we are focused on delivering exceptional and sustainable outcomes — for our people, our clients and our communities. Across the U.S., and in over 160 countries through our global organization, BDO professionals provide assurance, tax and advisory services for a diverse range of clients.