BDO Seidman, LLP

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Experienced Tax Senior - PCS Practice

at BDO Seidman, LLP

Posted: 10/1/2019
Job Reference #: 593578
Keywords: tax

Job Description

Job Summary
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.

The Senior Associate, Family Office Services will work with private clients to determine their family wealth management plan.

Auto req ID
15506BR

Posting Title
Experienced Tax Senior - PCS Practice

State
Florida

City
Miami

Qualifications
Education:
- Bachelor’s degree in Accounting or other relevant field, required

Experience:
- Three (3) or more years of family services, tax work or other related experience, required
- Basic supervisory experience, preferred

License/Certifications:
- CPA, preferred

Software:
- Experience with Microsoft Office Tools Suite, specifically Excel, PowerPoint, Word, Outlook and Adobe Acrobat, preferred
- Experience with QBO, bill.com or Sharepoint, required
- Client facing experienced, required
- Experience with software conversions, preferred
- Experience at multi-family office in key areas of FOS practice, preferred
- Familiarity of SEI Archway software, preferred

Other Knowledge, Skills & Abilities:
- Understands when to seek advice of appropriate superiors regarding issues
- Strong leadership skills
- Solid written and verbal communications skills
- Strong analytical, research and critical thinking skills
- Ability to work well in a team environment