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

Our purpose is helping people thrive, every day. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.