Tax Experienced Associate, Core Tax Services

About the Role

As a Tax Experienced Associate in Core Tax Services, you will utilize your educational background, communication, and organizational skills to assist with the preparation of tax returns and research. This role involves using basic research skills and tax software applications to complete simple tax returns for review.

Responsibilities

• Tax Compliance:
  • Ensures clients comply with all applicable authorities while minimizing their tax and reporting burdens.
  • Ensures self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (TQM).
  • Applies understanding of client’s unique circumstances and legal requirements to prepare tax returns, ensuring full compliance while minimizing the client’s tax burden.
  • Collects all necessary data for compliance and communicates any missing items.
  • Utilizes Firm compliance software to maximize efficiency in the tax preparation process.
  • Collaborates effectively with Seniors to complete projects, including follow-up on open items.
  • Documents all significant tax positions.
• ASC 740 (FAS 109 and FIN 48) Tax Accruals:
  • Applies Firm policies, standards, and TQM regarding FAS 109 and FIN 48.
  • Assists with the preparation and/or review of income tax provisions.
• Tax Consulting:
  • Assists in developing, recommending, and implementing methods to maximize client benefits, particularly by reducing current and future tax liabilities.
  • Applies knowledge of home state corporate, partnership, and individual tax structures and filing requirements.
  • Drafts clear and concise general memorandums and correspondence.
  • Identifies relevant tax issues or opportunities during the tax compliance process.
• Performs other duties as required.

Requirements

• Bachelor’s degree in Accounting, Finance, Economics, or Statistics OR a Bachelor's degree in another focus area with CPA certification (or Authorization to Test for the CPA exam, or equivalent documentation, prior to start date).
• Master’s degree in Accountancy or Taxation preferred.
• One (1) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience preferred.

Qualifications

• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (EA) (or equivalent) preferred.
• Possession of other professional degrees or certifications applicable to the role preferred.
• Proficiency with the Microsoft Office Suite preferred.
• Experience with tax research databases and tax compliance process software preferred.
• Solid oral and written communication skills.
• Able to follow instructions and prepare simple tax returns.
• Proactive in taking appropriate actions without being asked.
• Seeks advice from superiors regarding compliance-related issues or problems.

Pay

• California: $80,000 - $88,000
• Colorado: $71,500 - $72,000
• Illinois: $74,000 - $80,000
• Maryland: $85,500 - $88,000
• Massachusetts: $86,500 - $89,000
• Minnesota: $72,000 - $78,000
• New Jersey: $77,000 - $92,000
• Ohio: $71,000 - $85,000
• NYC/Long Island/Westchester: $93,000 - $95,000
• Washington: $71,400 - $83,400
• Washington DC: $86,000 - $90,000

Individual salaries are determined based on qualifications, experience, skills, and geography.

Benefits

BDO provides a comprehensive compensation and Total Rewards benefits package, including:

• Employee Stock Ownership Plan (ESOP) – a qualified retirement plan offering participants a stake in the firm’s success through beneficial ownership.
• Additional benefits may be subject to eligibility requirements. Learn more about BDO Total Rewards.

About Us

At BDO, we prioritize strong relationships, supporting one another, our clients, and our communities with care, curiosity, and a commitment to growth and success. Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world.