Tax Senior, Core Tax Services

Tax Compliance

• Ensures clients comply with all applicable authorities while minimizing tax and reporting burdens.
• Manages projects by planning the tax process and procedures with quality.
• Communicates expectations and procedures to preparers.
• Conducts detailed reviews on all returns and prepares appropriate review notes.
• Raises potential tax issues.
• Matches 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.
• Clearly and concisely reports the analysis.
• Applies most Firm and professional standards for preparation of WTA and tax returns.
• Applies most Firm and professional standards for preparation of 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 740-10-55.

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).
• 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.
• Prepares studies of tax implications and offers clients alternative courses of action.

Supervisory Responsibilities

• Supervises and manages 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.