Tax Experienced Senior, Core Tax Services

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About the role

The Tax Experienced Senior, Core Tax Services is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers, and working with tax software applications to complete tax returns for review. In this role, you will act as the main client contact for general questions and information and may supervise and review the work of Core Tax Services Associates.

Responsibilities

• Tax Compliance
  • Ensures both that (a) clients comply with all applicable authorities while minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”)
  • Manages projects by planning the tax process and procedures to be performed with quality
  • Answers preparer questions and coordinates engagement from onset by communicating expectations and procedures with preparers
  • Conducts detailed reviews on all returns and provides appropriate review notes for preparers; raises potential tax issues
  • Meets internal deadlines to match client expectations for timely delivery of service
  • Identifies book-to-tax differences
  • Manages projects by developing a budget; monitoring budget vs. actual; scheduling resources for projects and identifying out-of-scope activity
• Research
  • Identifies when research is needed; clearly and concisely frames issues to be researched; and reports the analysis
  • Applies most Firm and professional standards for preparation of WTA and tax returns
• ASC 740 (FAS 109 and FIN 48) Tax Accruals
  • Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48
  • Prepares provision workpapers and discusses with the appropriate team members
  • Identifies and discusses uncertain positions with team members
  • Reviews and prepares footnote disclosures in compliance with ASC 740
  • Utilizes and manages STS
  • Drafts tax provision memorandums
  • Communicates with Assurance counterparts to timely plan tax accrual reviews
• Tax Consulting
  • Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes
  • Identifies consulting opportunities to reduce client’s tax liability
  • Provides efficient and effective support for client consulting projects
  • Gathers relevant information for controversy work, efficiently and effectively
  • Documents all significant tax positions clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files – Tax Issues Memos) and ensures proper documentation is archived to GoFileRoom
• Strategy Development
  • Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits
  • May prepare studies of tax implications and offer clients alternative courses of action
• Supervisory Responsibilities
  • May supervise and manage the day-to-day work assignments of Core Tax Services Associates
  • Provides verbal and written performance feedback to Core Tax Associates, as necessary
  • Acts as mentor to Core Tax Services Associates
• Other duties as required

Requirements

• Bachelor’s degree in Accounting, Finance, Economics, or Statistics OR Bachelor's degree in another focus area and CPA certification (or Authorization to Test for the CPA exam, or equivalent documentation, prior to start date in your state of employment), required
• Master’s in Accountancy or Taxation, preferred
• Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, preferred
• Industry expertise in one or more tax specialties, preferred
• Prior basic supervisory experience, preferred

Qualifications

• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), preferred
• Possession of other professional degrees or certifications applicable to the role, preferred
• Proficient with the Microsoft Office Suite, preferred
• Experience with tax research databases and tax compliance process software, preferred
• Solid verbal and written communication skills
• Able to follow instructions as directed by members of the Tax Team
• Able to prepare simple tax returns
• Takes appropriate actions without being asked
• Seeks advice of appropriate superiors regarding issues or problems related to compliance
• Ability to effectively delegate work as needed
• Trains other team members
• Strong analytical, research, and critical thinking skills
• Able to work well in a team environment

Pay

• California Range: $96,000 - $125,000
• Colorado Range: $85,500 - $104,500
• Illinois Range: $90,000 - $108,000
• Maryland Range: $98,000 - $110,000
• Massachusetts Range: $102,000 - $119,000
• Minnesota Range: $80,000 - $95,000
• New Jersey Range: $88,000 - $125,000
• Ohio Range: $85,000 - $115,000
• NYC/Long Island/Westchester Range: $110,000 - $125,000
• Washington Range: $87,400 - $120,000
• Washington DC Range: $105,000 - $117,000

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.

Benefits

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. As an ESOP company, BDO offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP is a qualified retirement plan and a meaningful addition to our comprehensive compensation and Total Rewards benefits.

Learn more about our benefits.

Benefits may be subject to eligibility requirements.