BDO USA
Tax Senior, State and Local Tax - Unclaimed Property
BDO USA, San Jose, California, United States, 95199
Tax Senior, State and Local Tax - Unclaimed Property
Applies industry knowledge and experience to clients by advising on tax implications and accounting matters that affect their business objectives, with an emphasis on unclaimed property compliance and consulting. This unique role allows the professional to use tax and accounting skills in a consultative capacity, analyzing sporadic data sets and modeling solutions.
Responsibilities
Research complex situations, outline issues and identify appropriate sources.
Analyze facts and sources, compose detailed reports of research findings.
Develop relationships with in‑state and out‑of‑state Department of Tax/Revenue personnel and Treasury.
Keep abreast of latest relevant unclaimed property statutory, regulatory and case law changes.
Obtain and manipulate client data for annual escheat returns; use FSI Track, BDO Global Portal and other systems.
Import data, prepare returns, identify appropriate B2B exemptions and deferrals.
Perform reconciliations on data reported and compose responses to state notices.
Assist with due diligence letter processing, client payment processing, exam support, and routine client communication.
Draft memorandums, opinions and documentation on escheat issues.
Work with unclaimed property leadership to determine escheat planning processes.
Participate in developing policy and procedures, addressing internal controls.
Represent clients on audits and voluntary disclosures, mitigating exposures.
Assist with gift card planning opportunities and implementation.
Assist leadership with client interviews, onsite visits, workplans.
Compile general ledger detail, banking records and other relevant source data.
Prepare and review scheduling decks for sporadic data in unclaimed property templates.
Assist with remediation procedures and exposure quantification models.
Assist with client refund review process.
Apply applicable state tax consulting sub‑specialties and consult with other STS professionals.
Ensure engagement letters are adopted and manage engagements.
Assist leadership with consultative selling strategies.
Engage in trade organizations, public speaking, networking events.
Update CRM entries and manage client expectations.
Project‑manage multiple clients and projects simultaneously.
Supervisory Responsibilities
Supervise day‑to‑day workload of SALT associates and interns, review work product.
Train associates on relevant software.
Evaluate performance and assist in development of goals and objectives.
Deliver performance feedback and complete evaluations.
Education
Bachelor’s degree in Accounting, Business, Economics or Finance, required.
Experience
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.
License/Certifications
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent), preferred.
Software
Proficient in Microsoft Office Suite, especially Excel and Word, required.
Experience with Power BI, Alteryx, and other software, preferred.
Language
N/A.
Other Knowledge, Skills & Abilities
Excellent verbal and written communication skills.
Superior analytical and research skills.
Solid organizational skills with focus on details.
Ability to multi‑task independently or within a group.
Proven ability to work in a deadline‑driven environment and handle multiple projects.
Capability to manage a team of tax professionals and delegate work.
Ability to build and maintain strong relationships with internal and client personnel.
Ability to encourage a team environment on engagements and contribute to professional development.
Executive presence and ability to act as primary contact on engagements.
Ability to interact with professionals at all levels.
Advanced knowledge of tax standards application.
Advanced knowledge of sources of relevant information for tax filings.
Advanced knowledge and understanding of taxable conditions and related tax issues.
Salary Range National Range: $73,500 - $131,250
Maryland Range: $73,500 - $131,250
NYC/Long Island/Westchester Range: $73,500 - $131,250
Washington DC Range: $73,500 - $131,250
About Us Join 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, opportunities for advancement, and a culture focused on meaningful connections. BDO provides assurance, tax, and advisory services for a diverse range of clients across the U.S. and in over 160 countries.
EEO Statement 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.
Additional Information Benefits may be subject to eligibility requirements. Click here to find out more! (link omitted in sanitized content)
#J-18808-Ljbffr
Responsibilities
Research complex situations, outline issues and identify appropriate sources.
Analyze facts and sources, compose detailed reports of research findings.
Develop relationships with in‑state and out‑of‑state Department of Tax/Revenue personnel and Treasury.
Keep abreast of latest relevant unclaimed property statutory, regulatory and case law changes.
Obtain and manipulate client data for annual escheat returns; use FSI Track, BDO Global Portal and other systems.
Import data, prepare returns, identify appropriate B2B exemptions and deferrals.
Perform reconciliations on data reported and compose responses to state notices.
Assist with due diligence letter processing, client payment processing, exam support, and routine client communication.
Draft memorandums, opinions and documentation on escheat issues.
Work with unclaimed property leadership to determine escheat planning processes.
Participate in developing policy and procedures, addressing internal controls.
Represent clients on audits and voluntary disclosures, mitigating exposures.
Assist with gift card planning opportunities and implementation.
Assist leadership with client interviews, onsite visits, workplans.
Compile general ledger detail, banking records and other relevant source data.
Prepare and review scheduling decks for sporadic data in unclaimed property templates.
Assist with remediation procedures and exposure quantification models.
Assist with client refund review process.
Apply applicable state tax consulting sub‑specialties and consult with other STS professionals.
Ensure engagement letters are adopted and manage engagements.
Assist leadership with consultative selling strategies.
Engage in trade organizations, public speaking, networking events.
Update CRM entries and manage client expectations.
Project‑manage multiple clients and projects simultaneously.
Supervisory Responsibilities
Supervise day‑to‑day workload of SALT associates and interns, review work product.
Train associates on relevant software.
Evaluate performance and assist in development of goals and objectives.
Deliver performance feedback and complete evaluations.
Education
Bachelor’s degree in Accounting, Business, Economics or Finance, required.
Experience
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.
License/Certifications
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent), preferred.
Software
Proficient in Microsoft Office Suite, especially Excel and Word, required.
Experience with Power BI, Alteryx, and other software, preferred.
Language
N/A.
Other Knowledge, Skills & Abilities
Excellent verbal and written communication skills.
Superior analytical and research skills.
Solid organizational skills with focus on details.
Ability to multi‑task independently or within a group.
Proven ability to work in a deadline‑driven environment and handle multiple projects.
Capability to manage a team of tax professionals and delegate work.
Ability to build and maintain strong relationships with internal and client personnel.
Ability to encourage a team environment on engagements and contribute to professional development.
Executive presence and ability to act as primary contact on engagements.
Ability to interact with professionals at all levels.
Advanced knowledge of tax standards application.
Advanced knowledge of sources of relevant information for tax filings.
Advanced knowledge and understanding of taxable conditions and related tax issues.
Salary Range National Range: $73,500 - $131,250
Maryland Range: $73,500 - $131,250
NYC/Long Island/Westchester Range: $73,500 - $131,250
Washington DC Range: $73,500 - $131,250
About Us Join 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, opportunities for advancement, and a culture focused on meaningful connections. BDO provides assurance, tax, and advisory services for a diverse range of clients across the U.S. and in over 160 countries.
EEO Statement 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.
Additional Information Benefits may be subject to eligibility requirements. Click here to find out more! (link omitted in sanitized content)
#J-18808-Ljbffr