Tax Senior, State and Local Tax
for each section heading.
We must use - for any list of duties/requirements/benefits. For prose use
.
We need to preserve ALL substantive information; do not invent or summarize away detail. So we need to include all details from the posting, but we can condense into lists but must keep all info. That's a lot. We need to include each bullet point from the responsibilities and qualifications.
We must not include boilerplate like EEO, navigation, cookie, legal, scam-warning, duplicated lines, application instructions. The posting includes "Equal Opportunity Employer..." etc. Must remove that. Also "Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more !" That's benefits info but includes a click here link; we can keep the prose but maybe drop the link? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The benefits paragraph is not boilerplate; it's about benefits. We can keep it but maybe remove the "Click here to find out more !" as it's like a link instruction; could be considered navigation? Might be safer to keep the sentence but maybe drop the "Click here to find out more !" as it's not substantive. However we must preserve ALL substantive information; the link is not substantive. So we can omit that.
Also "Benefits may be subject to eligibility requirements." is substantive.
We need to include the salary ranges exactly.
We need to include the "About Us" paragraph? That's about the company; could be considered About the role? Might be considered boilerplate? It's describing BDO values. It's not directly about the role but could be considered "About Us". The instruction: we should include sections only when posting has real, specific content for it. The "About Us" is present; we could include an "About the company" section but not required. The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It doesn't list About Us. So we likely should not add a section for About Us; we could incorporate that into About the role? But the About the role heading is for role description. The About Us is separate. Since not in allowed headings, we should omit it. The instruction: "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It says e.g., meaning those are examples; we could also use other headings if needed? But better to stick to those. So we will not include About Us.
Thus we will output:
About the role
Job Summary ... (the initial paragraph).
Then Responsibilities: we need to list all duties from the various headings.
We need to extract each duty statement.
Let's parse the responsibilities section:
After "Job Summary JOB DESCRIPTION The Tax Senior, State and Local Tax, applies industry knowledge and experience to clients by assisting in providing advice related to tax implications of their business objectives, recommend alternate courses of action, as well as identify different methods of complying with tax regulations. Additional responsibilities include applying knowledge to understand potential tax issues, evaluate and select alternative actions to lessen tax burden and cost of compliance, recognize and communicate potential risks, identify potential changes in the tax policy and apply new policies to tax compliance and assist in handling routine questions from federal or state agencies. This role also serves as primary contact for the clients, as needed, including but not limited to preparing and presenting presentations to clients and potential clients."
Then "Research Job Duties:" with bullet-like sentences:
- Identifies when research is needed; frames issues to be researched; identifies sources of all information including information tending to contradict preferred positions, analyzes facts and authorities, and reports the analysis
- Demonstrates an in-depth level of understanding of various tax authorities
- Applies firm and professional standards for preparation of WTA and tax returns
- Develops and maintains relationships with in-state and out-of-state Department of Tax (DOT)/Department of Revenue (DOR) personnel
Then "Tax Compliance" with sentences:
- Ensures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens
- Tracks availability and filing requirements regarding client-related information
- Applies tax compliance knowledge with a high degree of accuracy and efficiency
- Utilizes knowledge of preparation and issues to price services and sell related services
- Develops service in accordance with SOX rulings
- Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements
- Conducts detailed review of tax returns, and identifies basic, complex and advanced issues throughout the engagement
- Communicates with clients to gather information when applicable
- Prepares and reviews taxability matrices for client transactions assuring timely review and accuracy of returns
Then "Tax Consulting":
- Develops, recommends, and implements methods to maximize client benefits, especially by decreasing clients’ current and future taxes
- Considers the applicability of all state tax consulting sub-specialties for each client, conferring with other consultants, when appropriate
- Interprets existing and new law and client facts to maximize benefits
- Involves other state tax sub-specialty subject matter experts, when appropriate
- Applies workplans for tax consulting projects performed for clients
- Ensures client service teams comply with firm policy regarding WTA checklist
- Develops consultative selling skills
- Provides assistance with exam support
- Assists in managing client expectations
- Informs Core Tax Services leadership of state tax opportunities for clients
Then "Tax Controversy":
- Reviews assessment notices
- Monitors client expectations regarding issues of controversy
- Handles routine questions from federal or state agencies with assistance
Then "Tax Related Software":
- Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks
- Trains staff on all current software tools
Then "Tax Specialization":
- Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation
- Manages specialization services efficiently
- Involves and works with firm specialists when client and proposal work relates to areas in which the firm has specialists
- Organizes and conducts internal CPE training sessions in area of specialization
Then "Accounting For Income Taxes – SFAS109":
- Reviews basic tax provisions Asc740-10
- Applies firm policies, standards and BDO Tax Quality Manual regarding FAS 109 and FIN 48
- Assists others in learning and applying FAS 109 and FIN 48
- Reviews tax provisions
- Communicates with Assurance counterparts to timely plan tax accrual reviews
Then "Strategy Development":
- Introduces and develops new or improved ideas to advance the position of clients, the firm, or firm personnel by reducing taxes or expenses or providing non-tax benefits.
- Reviews studies of tax implications and offers client alternative courses of action
- Assists with research of potential tax strategies as well as implementation
- Understands documentation associated with tax strategies
- Identifies and leverages lesions learned on prior projects and offers input on how to improve
- Suggests marketing approaches for new ideas
- Discusses simple tax strategies with client
- Builds client relationships, marketing, networking and business development
- Provides technical client service to multi-state companies with state and local income/franchise tax issues including research, planning, and controversy work
- Assists multi-state companies with state and local income/franchise tax planning, consulting, negotiation of settlements, voluntary disclosure agreements and state income/franchise tax audit representation (i.e., protests, refund claims and appeals)
- Makes high-level decisions regarding filing and preparation, and handles questions from federal and state agencies
- Economically and productively manages projects including billing and accounts receivable responsibilities
- Educates and advises professionals regarding state and local tax law as well as developing their careers
Then "Supervisory Responsibilities":
- Other duties as required
- Supervises work assignments of SALT Associates, as appropriate
- Provides periodic performance feedback to and participates in the annual performance evaluation for SALT Associates, as appropriate
- Acts as a mentor to and assists in the professional development of SALT Associates, as appropriate
Then "Other duties as required" already covered.
Now Education Qualifications, Knowledge, Skills and Abilities:
- Bachelors degree ,required
- Masters degree in Accounting/Taxation or J.D., preferred
- Experience Two (2) or more years state and local/multistate experience, required
- License/Certifications CPA certification or other relevant certification, preferred
- Software Proficient in the use of Microsoft Office Suite, specifically Excel and Word, preferred
- Ability to use standard tax applications and research tools, preferred
- Language N/A (we can drop as placeholder? It's N/A, which is placeholder; we should not include placeholder text. So omit Language line.)
- Other Knowledge, Skills & Abilities list:
- Excellent verbal and written communication skills
- Strong analytical and research skills
- Solid organizational skills
- Ability to meet project deadlines with a focus on details
- Ability to successfully multi-task while working independently or within a group environment
- Capable of building and maintaining strong relationships with internal and client personnel
- Advanced knowledge of all tax return forms
- Excellent people development and delegation skills
- Ability to encourage a team environment on engagements
- Executive presence and ability to act as primary contact on assigned engagements
- Basic understanding of
. We need to preserve ALL substantive information; do not invent or summarize away detail. So we need to include all details from the posting, but we can condense into lists but must keep all info. That's a lot. We need to include each bullet point from the responsibilities and qualifications. We must not include boilerplate like EEO, navigation, cookie, legal, scam-warning, duplicated lines, application instructions. The posting includes "Equal Opportunity Employer..." etc. Must remove that. Also "Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more !" That's benefits info but includes a click here link; we can keep the prose but maybe drop the link? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The benefits paragraph is not boilerplate; it's about benefits. We can keep it but maybe remove the "Click here to find out more !" as it's like a link instruction; could be considered navigation? Might be safer to keep the sentence but maybe drop the "Click here to find out more !" as it's not substantive. However we must preserve ALL substantive information; the link is not substantive. So we can omit that. Also "Benefits may be subject to eligibility requirements." is substantive. We need to include the salary ranges exactly. We need to include the "About Us" paragraph? That's about the company; could be considered About the role? Might be considered boilerplate? It's describing BDO values. It's not directly about the role but could be considered "About Us". The instruction: we should include sections only when posting has real, specific content for it. The "About Us" is present; we could include an "About the company" section but not required. The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It doesn't list About Us. So we likely should not add a section for About Us; we could incorporate that into About the role? But the About the role heading is for role description. The About Us is separate. Since not in allowed headings, we should omit it. The instruction: "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It says e.g., meaning those are examples; we could also use other headings if needed? But better to stick to those. So we will not include About Us.
Thus we will output:
About the role
Job Summary ... (the initial paragraph).
Then Responsibilities: we need to list all duties from the various headings. We need to extract each duty statement. Let's parse the responsibilities section: After "Job Summary JOB DESCRIPTION The Tax Senior, State and Local Tax, applies industry knowledge and experience to clients by assisting in providing advice related to tax implications of their business objectives, recommend alternate courses of action, as well as identify different methods of complying with tax regulations. Additional responsibilities include applying knowledge to understand potential tax issues, evaluate and select alternative actions to lessen tax burden and cost of compliance, recognize and communicate potential risks, identify potential changes in the tax policy and apply new policies to tax compliance and assist in handling routine questions from federal or state agencies. This role also serves as primary contact for the clients, as needed, including but not limited to preparing and presenting presentations to clients and potential clients." Then "Research Job Duties:" with bullet-like sentences: - Identifies when research is needed; frames issues to be researched; identifies sources of all information including information tending to contradict preferred positions, analyzes facts and authorities, and reports the analysis - Demonstrates an in-depth level of understanding of various tax authorities - Applies firm and professional standards for preparation of WTA and tax returns - Develops and maintains relationships with in-state and out-of-state Department of Tax (DOT)/Department of Revenue (DOR) personnel Then "Tax Compliance" with sentences: - Ensures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens - Tracks availability and filing requirements regarding client-related information - Applies tax compliance knowledge with a high degree of accuracy and efficiency - Utilizes knowledge of preparation and issues to price services and sell related services - Develops service in accordance with SOX rulings - Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements - Conducts detailed review of tax returns, and identifies basic, complex and advanced issues throughout the engagement - Communicates with clients to gather information when applicable - Prepares and reviews taxability matrices for client transactions assuring timely review and accuracy of returns Then "Tax Consulting": - Develops, recommends, and implements methods to maximize client benefits, especially by decreasing clients’ current and future taxes - Considers the applicability of all state tax consulting sub-specialties for each client, conferring with other consultants, when appropriate - Interprets existing and new law and client facts to maximize benefits - Involves other state tax sub-specialty subject matter experts, when appropriate - Applies workplans for tax consulting projects performed for clients - Ensures client service teams comply with firm policy regarding WTA checklist - Develops consultative selling skills - Provides assistance with exam support - Assists in managing client expectations - Informs Core Tax Services leadership of state tax opportunities for clients Then "Tax Controversy": - Reviews assessment notices - Monitors client expectations regarding issues of controversy - Handles routine questions from federal or state agencies with assistance Then "Tax Related Software": - Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks - Trains staff on all current software tools Then "Tax Specialization": - Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation - Manages specialization services efficiently - Involves and works with firm specialists when client and proposal work relates to areas in which the firm has specialists - Organizes and conducts internal CPE training sessions in area of specialization Then "Accounting For Income Taxes – SFAS109": - Reviews basic tax provisions Asc740-10 - Applies firm policies, standards and BDO Tax Quality Manual regarding FAS 109 and FIN 48 - Assists others in learning and applying FAS 109 and FIN 48 - Reviews tax provisions - Communicates with Assurance counterparts to timely plan tax accrual reviews Then "Strategy Development": - Introduces and develops new or improved ideas to advance the position of clients, the firm, or firm personnel by reducing taxes or expenses or providing non-tax benefits. - Reviews studies of tax implications and offers client alternative courses of action - Assists with research of potential tax strategies as well as implementation - Understands documentation associated with tax strategies - Identifies and leverages lesions learned on prior projects and offers input on how to improve - Suggests marketing approaches for new ideas - Discusses simple tax strategies with client - Builds client relationships, marketing, networking and business development - Provides technical client service to multi-state companies with state and local income/franchise tax issues including research, planning, and controversy work - Assists multi-state companies with state and local income/franchise tax planning, consulting, negotiation of settlements, voluntary disclosure agreements and state income/franchise tax audit representation (i.e., protests, refund claims and appeals) - Makes high-level decisions regarding filing and preparation, and handles questions from federal and state agencies - Economically and productively manages projects including billing and accounts receivable responsibilities - Educates and advises professionals regarding state and local tax law as well as developing their careers Then "Supervisory Responsibilities": - Other duties as required - Supervises work assignments of SALT Associates, as appropriate - Provides periodic performance feedback to and participates in the annual performance evaluation for SALT Associates, as appropriate - Acts as a mentor to and assists in the professional development of SALT Associates, as appropriate Then "Other duties as required" already covered. Now Education Qualifications, Knowledge, Skills and Abilities: - Bachelors degree ,required - Masters degree in Accounting/Taxation or J.D., preferred - Experience Two (2) or more years state and local/multistate experience, required - License/Certifications CPA certification or other relevant certification, preferred - Software Proficient in the use of Microsoft Office Suite, specifically Excel and Word, preferred - Ability to use standard tax applications and research tools, preferred - Language N/A (we can drop as placeholder? It's N/A, which is placeholder; we should not include placeholder text. So omit Language line.) - Other Knowledge, Skills & Abilities list: - Excellent verbal and written communication skills - Strong analytical and research skills - Solid organizational skills - Ability to meet project deadlines with a focus on details - Ability to successfully multi-task while working independently or within a group environment - Capable of building and maintaining strong relationships with internal and client personnel - Advanced knowledge of all tax return forms - Excellent people development and delegation skills - Ability to encourage a team environment on engagements - Executive presence and ability to act as primary contact on assigned engagements - Basic understanding of