BDO USA
Tax Senior, State and Local Tax - Unclaimed Property
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Tax Senior, State and Local Tax - Unclaimed Property
role at
BDO USA
Job Summary The Tax Senior, State and Local Tax - Unclaimed Property applies industry knowledge and experience to clients by assisting in advising clients on the tax implications and other accounting related matters that affect their business objectives, with an emphasis on unclaimed property compliance and consulting. This is a very unique role that allows a professional to use their tax and/or accounting skills (project management, reconciliation, financial auditing, accounting, problem solving, internal controls, process/system enhancements, etc.) in a consultative capacity where sporadic data sets are obtained, analyzed and modeled. The Tax Senior will work with leadership to recommend alternate courses of action, identify methods of complying with unclaimed property statutes and regulations, and manage compliance, audit defense, business development, and potential policy changes affecting engagements.
Responsibilities Research
Identifies complex situations when research is necessary, providing an outline of the issue(s) and the appropriate source of research to be conducted.
Analyzes researched facts and sources before composing a detailed report of the research findings.
Develops relationships with in-state and out-of-state Department of Tax (DOT)/Department of Revenue (DOR) personnel, Department of Treasury, etc.
Routinely keeps abreast of the latest relevant unclaimed property statutory, regulatory and case law changes.
Unclaimed Property Compliance
Obtains and manipulates data from clients to use in preparation of annual escheat returns.
Uses FSI Track, BDO Global Portal and other systems for data gathering.
Imports data into FSI Track and prepares returns.
Identifies appropriate B2B and other exemptions/deferrals.
Performs reconciliations on data reported.
Composes responses to notices from state authorities.
Assists with due diligence letter processing.
Assists with client payment processing.
Provides assistance with exam support.
Communicates routinely with clients and the UP team.
Unclaimed Property Consulting
Drafts memorandums, opinions and other documentation on various escheat issues.
Works with Unclaimed Property leadership to determine escheat planning process.
Participates in developing policy and procedures, addressing internal controls.
Represents clients on unclaimed property audits, mitigating exposures and assisting with best practices.
Represents clients on voluntary disclosures mitigating exposures and best practices.
Assists with identifying gift card planning opportunities and implementation.
Assists UP leadership with client interviews onsite visits, workplans, etc.
Compiles and organizes general ledger detail, banking records, and other relevant source data for escheat items.
Prepares and reviews scheduling decks of sporadic data into Unclaimed Property templates for analysis.
Assists clients with remediation procedures (e.g., showing transactions are not owed).
Develops exposure quantification models to calculate escheat exposures.
Assists with client refund review process.
Applies all applicable state tax consulting sub‑specialties and confers with other STS professionals when appropriate.
Ensures escheat engagement letters are adopted before work commences and manages engagements.
Assists UP leadership with the development of consultative selling strategies.
Actively involved in relevant trade organizations and public speaking, networking events where appropriate.
Routinely updates CRM entries.
Manages the expectations of assigned clients.
Works with UP leadership to project manage multiple clients and projects simultaneously.
Unclaimed Property Related Software
Utilizes FSI track, tax research databases and other tax‑related software in the completion of assigned tasks.
Maintains working knowledge of various GL systems (SAP, Oracle, JD Edwards, AS/400, Epicor, etc.).
Participates in learning and executing technology enhancements for the unclaimed property group.
Supervisory Responsibilities
May supervise the day‑to‑day workload of SALT Experienced Associates and Associates on assigned engagements and reviews work product.
Ensures SALT Experienced Associates, Associates and Interns are trained on all relevant software.
May evaluate the performance of SALT, Experienced Associates and Associates and assist in the development of goals and objectives to enhance professional development.
Delivers periodic performance feedback and completes performance evaluations for SALT Experienced Associates, Associates and Interns.
Other Duties as Required
May supervise the day‑to‑day workload of SALT Experienced Associates and Associates on assigned engagements and reviews work product.
Ensures SALT Experienced Associates, Associates and Interns are trained on all relevant software.
May evaluate the performance of SALT, Experienced Associates and Associates and assist in the development of goals and objectives to enhance professional development.
Delivers periodic performance feedback and completes performance evaluations for SALT Experienced Associates, Associates and Interns.
Qualifications, Knowledge, Skills and Abilities
Bachelor’s degree in Accounting, Business, Economics or Finance, required.
Two (2) or more years of prior experience in tax, financial statement auditing or forensic accounting in a public accounting firm or in‑house organization, required.
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), preferred.
Proficient in the use of Microsoft Office Suite, specifically Excel and Word, required.
Experience with Power BI, Alteryx, and other software, preferred.
Excellent verbal and written communication skills.
Superior analytical and research skills.
Solid organizational skills with a focus on meeting project deadlines and attention to detail.
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.
Capable of effectively managing a team of tax professionals and delegating work assignments as needed.
Capacity to build and maintain strong relationships with internal and client personnel.
Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel.
Executive presence and ability to act as primary contact on assigned engagements.
Ability to successfully interact with professionals at all levels.
Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services.
Advanced knowledge of sources of relevant information utilized in tax filings.
Advanced knowledge and understanding of causes and effects for taxable conditions on clients and the potential tax issues.
Equal Opportunity Statement 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.
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Tax Senior, State and Local Tax - Unclaimed Property
role at
BDO USA
Job Summary The Tax Senior, State and Local Tax - Unclaimed Property applies industry knowledge and experience to clients by assisting in advising clients on the tax implications and other accounting related matters that affect their business objectives, with an emphasis on unclaimed property compliance and consulting. This is a very unique role that allows a professional to use their tax and/or accounting skills (project management, reconciliation, financial auditing, accounting, problem solving, internal controls, process/system enhancements, etc.) in a consultative capacity where sporadic data sets are obtained, analyzed and modeled. The Tax Senior will work with leadership to recommend alternate courses of action, identify methods of complying with unclaimed property statutes and regulations, and manage compliance, audit defense, business development, and potential policy changes affecting engagements.
Responsibilities Research
Identifies complex situations when research is necessary, providing an outline of the issue(s) and the appropriate source of research to be conducted.
Analyzes researched facts and sources before composing a detailed report of the research findings.
Develops relationships with in-state and out-of-state Department of Tax (DOT)/Department of Revenue (DOR) personnel, Department of Treasury, etc.
Routinely keeps abreast of the latest relevant unclaimed property statutory, regulatory and case law changes.
Unclaimed Property Compliance
Obtains and manipulates data from clients to use in preparation of annual escheat returns.
Uses FSI Track, BDO Global Portal and other systems for data gathering.
Imports data into FSI Track and prepares returns.
Identifies appropriate B2B and other exemptions/deferrals.
Performs reconciliations on data reported.
Composes responses to notices from state authorities.
Assists with due diligence letter processing.
Assists with client payment processing.
Provides assistance with exam support.
Communicates routinely with clients and the UP team.
Unclaimed Property Consulting
Drafts memorandums, opinions and other documentation on various escheat issues.
Works with Unclaimed Property leadership to determine escheat planning process.
Participates in developing policy and procedures, addressing internal controls.
Represents clients on unclaimed property audits, mitigating exposures and assisting with best practices.
Represents clients on voluntary disclosures mitigating exposures and best practices.
Assists with identifying gift card planning opportunities and implementation.
Assists UP leadership with client interviews onsite visits, workplans, etc.
Compiles and organizes general ledger detail, banking records, and other relevant source data for escheat items.
Prepares and reviews scheduling decks of sporadic data into Unclaimed Property templates for analysis.
Assists clients with remediation procedures (e.g., showing transactions are not owed).
Develops exposure quantification models to calculate escheat exposures.
Assists with client refund review process.
Applies all applicable state tax consulting sub‑specialties and confers with other STS professionals when appropriate.
Ensures escheat engagement letters are adopted before work commences and manages engagements.
Assists UP leadership with the development of consultative selling strategies.
Actively involved in relevant trade organizations and public speaking, networking events where appropriate.
Routinely updates CRM entries.
Manages the expectations of assigned clients.
Works with UP leadership to project manage multiple clients and projects simultaneously.
Unclaimed Property Related Software
Utilizes FSI track, tax research databases and other tax‑related software in the completion of assigned tasks.
Maintains working knowledge of various GL systems (SAP, Oracle, JD Edwards, AS/400, Epicor, etc.).
Participates in learning and executing technology enhancements for the unclaimed property group.
Supervisory Responsibilities
May supervise the day‑to‑day workload of SALT Experienced Associates and Associates on assigned engagements and reviews work product.
Ensures SALT Experienced Associates, Associates and Interns are trained on all relevant software.
May evaluate the performance of SALT, Experienced Associates and Associates and assist in the development of goals and objectives to enhance professional development.
Delivers periodic performance feedback and completes performance evaluations for SALT Experienced Associates, Associates and Interns.
Other Duties as Required
May supervise the day‑to‑day workload of SALT Experienced Associates and Associates on assigned engagements and reviews work product.
Ensures SALT Experienced Associates, Associates and Interns are trained on all relevant software.
May evaluate the performance of SALT, Experienced Associates and Associates and assist in the development of goals and objectives to enhance professional development.
Delivers periodic performance feedback and completes performance evaluations for SALT Experienced Associates, Associates and Interns.
Qualifications, Knowledge, Skills and Abilities
Bachelor’s degree in Accounting, Business, Economics or Finance, required.
Two (2) or more years of prior experience in tax, financial statement auditing or forensic accounting in a public accounting firm or in‑house organization, required.
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), preferred.
Proficient in the use of Microsoft Office Suite, specifically Excel and Word, required.
Experience with Power BI, Alteryx, and other software, preferred.
Excellent verbal and written communication skills.
Superior analytical and research skills.
Solid organizational skills with a focus on meeting project deadlines and attention to detail.
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.
Capable of effectively managing a team of tax professionals and delegating work assignments as needed.
Capacity to build and maintain strong relationships with internal and client personnel.
Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel.
Executive presence and ability to act as primary contact on assigned engagements.
Ability to successfully interact with professionals at all levels.
Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services.
Advanced knowledge of sources of relevant information utilized in tax filings.
Advanced knowledge and understanding of causes and effects for taxable conditions on clients and the potential tax issues.
Equal Opportunity Statement 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.
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