BDO USA
Overview
The Tax Senior, Core Tax Services is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers, and working with tax software applications to complete tax returns for review. In this role, the Tax Senior, Core Tax Services may be charged with supervising and reviewing the work of Core Tax Services Associates. Job Duties
Tax Compliance
Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all 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 appropriate review notes for preparers; raises potential tax issues Meets internal deadlines to match 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; and clearly and concisely reports the analysis Applies Firm and professional standards for preparation of WTA and tax returns
ASC 740 (FAS 109 and FIN 48) Tax Accruals
Proactively applies Firm policies 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 and 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; documents all significant tax positions and ensures 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 May be required to 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 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 Education and Qualifications
Bachelor’s degree in Accounting, Finance, Economics or Statistics required OR Bachelor’s degree in another focus area and CPA certification required Masters in Accountancy or Taxation preferred Experience
Two (2) 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) preferred Other professional degrees or certifications applicable to 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 and work with 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 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. 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. 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. Equal Opportunity Employer, including disability/vets. 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: Mid-Senior level Employment type: Full-time Job function: Finance and Accounting/Auditing Industries: Accounting
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The Tax Senior, Core Tax Services is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers, and working with tax software applications to complete tax returns for review. In this role, the Tax Senior, Core Tax Services may be charged with supervising and reviewing the work of Core Tax Services Associates. Job Duties
Tax Compliance
Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all 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 appropriate review notes for preparers; raises potential tax issues Meets internal deadlines to match 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; and clearly and concisely reports the analysis Applies Firm and professional standards for preparation of WTA and tax returns
ASC 740 (FAS 109 and FIN 48) Tax Accruals
Proactively applies Firm policies 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 and 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; documents all significant tax positions and ensures 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 May be required to 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 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 Education and Qualifications
Bachelor’s degree in Accounting, Finance, Economics or Statistics required OR Bachelor’s degree in another focus area and CPA certification required Masters in Accountancy or Taxation preferred Experience
Two (2) 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) preferred Other professional degrees or certifications applicable to 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 and work with 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 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. 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. 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. Equal Opportunity Employer, including disability/vets. 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: Mid-Senior level Employment type: Full-time Job function: Finance and Accounting/Auditing Industries: Accounting
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