Tax Experienced Senior, Core Tax Services

Job Summary

A 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, the Tax Experienced Senior, Core Tax Services will act as the main client contact for general questions and information and may be charged with supervising and reviewing the work of Core Tax Services Associates.

Job Duties

• Tax Compliance
• Ensures both that (a) clients comply with all applicable authorities, while at the same time 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 the 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 appropriate review notes for preparers; raises potential tax issues
• Mets internal deadlines to match the client expectations for timely delivery of service
• Identifies book-to-tax differences
• Research
• Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely 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 & 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
• 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)
• Ensures that 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 be required to prepare studies of tax implications and offers 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

Education

• Qualifications, Knowledge, Skills and Abilities:
• Bachelor’s degree in accounting, Finance, Economics or Statistics OR Bachelor's degree in other focus area and CPA certification required (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
• Experience:
• 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 specialty, preferred
• Prior basic supervisory experience, preferred
• Licenses/Certifications:
• 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
• Software Proficiency:
• Proficient with the Microsoft Office Suite
• Experience with tax research databases and tax compliance process software, preferred

About Us

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity. We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.