BDO USA, LLP
Tax Experienced Senior, Core Tax Services
BDO USA, LLP, Nashville, Tennessee, United States, 37247
Job Summary
Job Title:
Tax Experienced Senior, Core Tax Services. This role is responsible for applying tax foundational knowledge, researching potential tax issues, gathering client information for filing, participating in tax planning, communicating risks, preparing tax accrual workpapers, and using tax software to complete returns for review. The Tax Experienced Senior will act as the main client contact for general questions and information and may supervise and review the work of Core Tax Services Associates.
Job Duties Tax Compliance
Ensures clients comply with applicable authorities while minimizing tax and reporting burdens, and ensures self and client service teams comply with 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 provides review notes for preparers; raises potential tax issues.
Meets internal deadlines to align with client expectations for timely delivery of service.
Identifies book-to-tax differences.
Manages projects by developing a budget, monitoring budget vs. actual, scheduling resources, and identifying out-of-scope activity.
Research
Identifies when research is needed; frames issues to be researched clearly and concisely; reports the analysis.
Applies Firm and professional standards for preparation of WTA and tax returns.
ASC 740-10 (FAS 109 and FIN 48) Tax Accruals
Applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48.
Prepares provision workpapers and discusses with appropriate team members.
Identifies and discusses uncertain positions with team members.
Reviews and prepares footnote disclosures in compliance with ASC 740-10-55.
Utilizes and manages STS and drafts tax provision memorandums.
Communicates with Assurance counterparts to timely plan tax accrual reviews.
Tax Consulting
Assists with developing, recommending, and implementing efficient methods to maximize client benefits, including reducing current and future taxes.
Identifies consulting opportunities to reduce client 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, creates memorandums to the files (Tax Issues Memos), and ensures proper documentation is archived.
Strategy Development
Introduces and develops new or improved ideas to improve client or Firm position, e.g., by reducing taxes or expenses or providing non-tax benefits.
May prepare studies of tax implications and offer clients alternative courses of action.
Other duties as required.
Supervisory Responsibilities
May supervise and manage the day-to-day work of Core Tax Services Associates.
Provides verbal and written performance feedback to Core Tax Associates as necessary.
Acts as a mentor to Core Tax Services Associates.
Qualifications, Knowledge, Skills and Abilities Education
Bachelor's degree in Accounting, Finance, Economics or Statistics, required OR Bachelor's degree in another focus area and CPA certification, 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.
License/Certifications
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (EA) (or the equivalent), preferred.
Possession of other professional degrees or certifications applicable to the role, preferred.
Software
Proficient with the Microsoft Office Suite, preferred.
Experience with tax research databases and tax compliance process software, preferred.
Other Knowledge, Skills & Abilities
Solid verbal and written communication skills.
Able to follow instructions as directed by members of the Tax Team.
Able to prepare simple tax returns.
Takes appropriate actions without being asked.
Seeks advice of appropriate superiors regarding issues related to compliance.
Ability to effectively delegate work as needed.
Trains other team members.
Strong analytical, research and critical thinking skills.
Able to work well in a team environment.
Individual salaries offered to a candidate are determined after consideration of qualifications, experience, skills, and geography.
California Range: $96,000 - $125,000
Colorado Range: $85,500 - $104,500
Illinois Range: $90,000 - $108,000
Maryland Range: $98,000 - $110,000
Massachusetts Range: $102,000 - $119,000
Minnesota Range: $80,000 - $95,000
New Jersey Range: $88,000 - $125,000
NYC/Long Island/Westchester Range: $115,000 - $130,000
Washington Range: $87,400 - $120,000
Washington DC Range: $105,000 - $117,000
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Tax Experienced Senior, Core Tax Services. This role is responsible for applying tax foundational knowledge, researching potential tax issues, gathering client information for filing, participating in tax planning, communicating risks, preparing tax accrual workpapers, and using tax software to complete returns for review. The Tax Experienced Senior will act as the main client contact for general questions and information and may supervise and review the work of Core Tax Services Associates.
Job Duties Tax Compliance
Ensures clients comply with applicable authorities while minimizing tax and reporting burdens, and ensures self and client service teams comply with 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 provides review notes for preparers; raises potential tax issues.
Meets internal deadlines to align with client expectations for timely delivery of service.
Identifies book-to-tax differences.
Manages projects by developing a budget, monitoring budget vs. actual, scheduling resources, and identifying out-of-scope activity.
Research
Identifies when research is needed; frames issues to be researched clearly and concisely; reports the analysis.
Applies Firm and professional standards for preparation of WTA and tax returns.
ASC 740-10 (FAS 109 and FIN 48) Tax Accruals
Applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48.
Prepares provision workpapers and discusses with appropriate team members.
Identifies and discusses uncertain positions with team members.
Reviews and prepares footnote disclosures in compliance with ASC 740-10-55.
Utilizes and manages STS and drafts tax provision memorandums.
Communicates with Assurance counterparts to timely plan tax accrual reviews.
Tax Consulting
Assists with developing, recommending, and implementing efficient methods to maximize client benefits, including reducing current and future taxes.
Identifies consulting opportunities to reduce client 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, creates memorandums to the files (Tax Issues Memos), and ensures proper documentation is archived.
Strategy Development
Introduces and develops new or improved ideas to improve client or Firm position, e.g., by reducing taxes or expenses or providing non-tax benefits.
May prepare studies of tax implications and offer clients alternative courses of action.
Other duties as required.
Supervisory Responsibilities
May supervise and manage the day-to-day work of Core Tax Services Associates.
Provides verbal and written performance feedback to Core Tax Associates as necessary.
Acts as a mentor to Core Tax Services Associates.
Qualifications, Knowledge, Skills and Abilities Education
Bachelor's degree in Accounting, Finance, Economics or Statistics, required OR Bachelor's degree in another focus area and CPA certification, 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.
License/Certifications
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (EA) (or the equivalent), preferred.
Possession of other professional degrees or certifications applicable to the role, preferred.
Software
Proficient with the Microsoft Office Suite, preferred.
Experience with tax research databases and tax compliance process software, preferred.
Other Knowledge, Skills & Abilities
Solid verbal and written communication skills.
Able to follow instructions as directed by members of the Tax Team.
Able to prepare simple tax returns.
Takes appropriate actions without being asked.
Seeks advice of appropriate superiors regarding issues related to compliance.
Ability to effectively delegate work as needed.
Trains other team members.
Strong analytical, research and critical thinking skills.
Able to work well in a team environment.
Individual salaries offered to a candidate are determined after consideration of qualifications, experience, skills, and geography.
California Range: $96,000 - $125,000
Colorado Range: $85,500 - $104,500
Illinois Range: $90,000 - $108,000
Maryland Range: $98,000 - $110,000
Massachusetts Range: $102,000 - $119,000
Minnesota Range: $80,000 - $95,000
New Jersey Range: $88,000 - $125,000
NYC/Long Island/Westchester Range: $115,000 - $130,000
Washington Range: $87,400 - $120,000
Washington DC Range: $105,000 - $117,000
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