BDO USA
Tax Senior, Core Tax Services - Corporate/ASC 740
BDO USA, San Jose, California, United States, 95199
Tax Senior, Core Tax Services - Corporate/ASC 740
Posted 1 week ago. Be among the first 25 applicants.
Job Summary 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 may also supervise and review the work of Core Tax Services Associates.
Job Duties
Tax Compliance
Ensures clients comply with all applicable authorities while minimizing tax and reporting burdens, and ensures teams comply with firm policies, standards, and the BDO Tax Quality Manual (TQM).
Manages projects by planning the tax process and 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; frames issues and reports analysis clearly and concisely.
Applies professional standards for preparation of WTA and tax returns.
ASC 740 (FAS 109 & FIN 48) Tax Accruals
Applies firm policies, standards, and the BDO Tax Quality Manual 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 methods to maximize client benefits.
Identifies consulting opportunities to reduce client tax liability.
Provides support for client consulting projects.
Gathers relevant information for controversy work efficiently.
Documents tax positions in memorandums 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 personnel.
May prepare studies of tax implications and offer alternative actions to clients.
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
Bachelor’s degree in Accounting, Finance, Economics or Statistics required OR Bachelor’s degree in other focus area and CPA certification required
Master’s in Accountancy or Taxation preferred
Professional 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 IRS Enrolled Agent (“EA”) (or equivalent) preferred
Possession of other professional degrees or certifications applicable to role preferred
Software
Proficient with Microsoft Office Suite preferred
Experience with tax research databases and tax compliance process software preferred
Language
N/A
Other Knowledge, Skills & Abilities
Solid verbal and written communication skills
Able to follow instructions from the Tax Team
Able to prepare simple tax returns
Takes appropriate actions without being asked
Seeks advice of superiors regarding compliance issues
Ability to delegate work as needed
Trains other team members
Strong analytical, research and critical thinking skills
Able to work well in a team environment
Salary Salary ranges vary by location as follows:
California: $84,000 - $110,000
Colorado: $80,000 - $85,000
Illinois: $80,000 - $93,000
Maryland: $90,000 - $94,000
Minnesota: $75,000 - $84,000
Massachusetts: $85,000 - $95,000
New Jersey: $82,000 - $112,000
NYC/Long Island/Westchester: $100,000 - $118,000
Washington: $81,900 - $91,400
Washington DC: $93,000 - $98,000
Equal Opportunity 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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Job Summary 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 may also supervise and review the work of Core Tax Services Associates.
Job Duties
Tax Compliance
Ensures clients comply with all applicable authorities while minimizing tax and reporting burdens, and ensures teams comply with firm policies, standards, and the BDO Tax Quality Manual (TQM).
Manages projects by planning the tax process and 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; frames issues and reports analysis clearly and concisely.
Applies professional standards for preparation of WTA and tax returns.
ASC 740 (FAS 109 & FIN 48) Tax Accruals
Applies firm policies, standards, and the BDO Tax Quality Manual 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 methods to maximize client benefits.
Identifies consulting opportunities to reduce client tax liability.
Provides support for client consulting projects.
Gathers relevant information for controversy work efficiently.
Documents tax positions in memorandums 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 personnel.
May prepare studies of tax implications and offer alternative actions to clients.
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
Bachelor’s degree in Accounting, Finance, Economics or Statistics required OR Bachelor’s degree in other focus area and CPA certification required
Master’s in Accountancy or Taxation preferred
Professional 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 IRS Enrolled Agent (“EA”) (or equivalent) preferred
Possession of other professional degrees or certifications applicable to role preferred
Software
Proficient with Microsoft Office Suite preferred
Experience with tax research databases and tax compliance process software preferred
Language
N/A
Other Knowledge, Skills & Abilities
Solid verbal and written communication skills
Able to follow instructions from the Tax Team
Able to prepare simple tax returns
Takes appropriate actions without being asked
Seeks advice of superiors regarding compliance issues
Ability to delegate work as needed
Trains other team members
Strong analytical, research and critical thinking skills
Able to work well in a team environment
Salary Salary ranges vary by location as follows:
California: $84,000 - $110,000
Colorado: $80,000 - $85,000
Illinois: $80,000 - $93,000
Maryland: $90,000 - $94,000
Minnesota: $75,000 - $84,000
Massachusetts: $85,000 - $95,000
New Jersey: $82,000 - $112,000
NYC/Long Island/Westchester: $100,000 - $118,000
Washington: $81,900 - $91,400
Washington DC: $93,000 - $98,000
Equal Opportunity 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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