Tax Senior, Core Tax Services

Tax Compliance

Taxes are filed and reviewed to ensure compliance with all applicable authorities while minimizing tax and reporting burdens. Projects are managed by planning the tax process and procedures, coordinating with preparers, and conducting detailed reviews.

Research

Identifies when research is needed and clearly 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 WTA and tax returns.

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. 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).

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.