BDO USA
Core Tax Associate - Summer 2026 (Indianapolis) Job at BDO USA in Indianapolis
BDO USA, Indianapolis, IN, United States, 46262
Core Tax Associate - Summer 2026 (Indianapolis)
Join to apply for the Core Tax Associate - Summer 2026 (Indianapolis) role at BDO USA
Core Tax Associate - Summer 2026 (Indianapolis)
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Join to apply for the Core Tax Associate - Summer 2026 (Indianapolis) role at BDO USA
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JOB DESCRIPTION
The Tax Associate, Family Office Services/Private Client Services Associate assists in providing accounting and tax compliance and consulting to high net worth clients.
Job Summary
JOB DESCRIPTION
The Tax Associate, Family Office Services/Private Client Services Associate assists in providing accounting and tax compliance and consulting to high net worth clients.
Job Duties
- Prepares basic to complex individual and other tax returns
- Uses software programs to organize, coordinate and process accounts payable data for clients that include but are not limited to Bill.com, QuickBooks, Intacct, Microsoft Office Suite and Adobe PDF
- Meets internal deadlines to match the client expectations for timely delivery of service and ensures client data is collected and processed in a timely manner to comply with payment deadlines and filing requirements
- Performs complete general ledger reconciliation including the entire balance sheet and applies accounting knowledge by properly recording transactions in a general ledger; creates accounting records such as bill payments, client invoices, payroll, and others; identifies and records adjustments; produces accurate financial statements
- Comprehends common financial statements and prepares draft financial statements for review; understands how line items/accounts function (e.g. capital accounts, various forms of liabilities, etc.); properly distinguishes debits from credits; calculates/interprets KPIs for clients; identifies positive and constructive trends and raises them to BDO management
- Performs research and completes consulting projects
- Interacts directly with clients and their advisors
- Communicates with supervisors, engagement team, and clients regarding the status of projects
- Assists with administrative responsibilities including billing, recruiting, attendance and participation in CPE activities and training
- Other duties as required
- N/A
Qualifications, Knowledge, Skills and Abilities:
- Bachelor’s or Master’s program in Accounting or Finance, required
- Leadership experience, preferred
- One (1) or more years prior experience in accounting, finance, or legal, required
- Experience working in public accounting or the private client area, preferred
- Working towards CPA or CFP, preferred
- Proficient in Microsoft Office Suite, specifically Word, Excel, and PowerPoint, required
- Experience utilizing industry standard accounting software required such as Intuit’s QuickBooks Online (QBO), Microsoft NAV and Bill.com, CaseWare, BNA Depreciation Software, preferred
- Ability to learn and navigate new and complex software, preferred
- N/A
- Excellent verbal and written communication skills
- Detailed oriented
- Strong analytical, research and critical thinking skills
- Solid organizational skills, especially the ability to meet project deadlines with a focus on details
- Ability to successfully multi-task while working independently or within a group environment
- Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
- Ability to interact effectively with people at all organizational levels of the firm
- Basic knowledge of fundamental accounting, finance and tax principles
- General accounting knowledge and basic to intermediate tax knowledge
- General understanding of financial planning concepts
California Range: $78,000 - $85,000
Colorado Range: $66,000 - $72,000
Illinois Range: $74,000 - $76,000
Maryland Range: $70,000 - $75,000
Minnesota Range: $66,000 - $72,000
NYC/Long Island/Westchester Range: $72,000 - $78,000
Washington Range: $68,000 - $78,000
Washington DC Range: $70,000 - $75,000
About Us
Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On
- Welcoming diverse perspectives and understanding the experience of our professionals and clients
- Empowering team members to explore their full potential
- Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
- Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
- Focus on resilience and sustainability to positively impact our people, clients, and communities
- BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!
- Benefits may be subject to eligibility requirements.
Click here to find out more!
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"
Seniority level
Seniority level
Entry level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Accounting/AuditingIndustries
Accounting
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