BDO USA
Tax Experienced Senior, Core Tax Services
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Tax Experienced Senior, Core Tax Services
role at
BDO USA .
Job Description A Tax Experienced 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 Experienced Senior, Core Tax Services will act as the main client contact for general questions and information and may be charged with supervising and reviewing the work of Core Tax Services Associates.
Responsibilities Tax Compliance
Ensures both that clients comply with all applicable authorities while minimizing their tax and reporting burdens, and that 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 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 writes appropriate review notes for preparers; raises potential tax issues
Meets internal deadlines to match the client expectations for timely delivery of service
Identifies book-to-tax differences
Manages projects by developing a budget; monitoring budget vs. actual; scheduling resources for project and identifying out-of-scope activity
Research
Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
Applies most Firm and professional standards for preparation of WTA and tax returns
ASC 740 (FAS 109 and FIN 48) Tax Accruals
Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48
Prepares provision workpapers and discusses them with the appropriate team members
Identifies and discusses uncertain positions with team members
Reviews & prepares footnote disclosures in compliance with ASC 740l
Utilizes and manages STS
Drafts tax provision memorandums
Communicates with Assurance counterparts to timely plan tax accrual reviews
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 efficiently and effectively
Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies and archives memorandum to GoFileRoom
Strategy Development
Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits
May be required to prepare studies of tax implications and offers clients alternative courses of action
Supervisory Responsibilities
May supervise and manage 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 OR Bachelor's degree in other focus area with CPA certification required. Master’s in accountancy or taxation preferred.
Qualifications, Knowledge, Skills and Abilities
Bachelor’s degree in accounting, Finance, Economics or Statistics OR Bachelor's degree in other focus area and CPA certification required (or Authorization to Test for the CPA exam, or equivalent documentation, prior to start date in your state of employment)
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 preferredl
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 equivalent preferred
Possession of 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
Language N/A
Other Knowledge, Skills & Abilities
Solid verbal and written communication skills
Able to follow instructions as directed by members of Tax Team
Able to prepare simple tax returns
Takes appropriate actions without being asked
Seeks advice of appropriate superiors regarding compliance issues, problems
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
Salary Range
California: $96,000 - $125,000
Colorado: $85,500 - $104,500
Illinois: $90,000 - $108,000
Maryland: $98,000 - $110,000
Massachusetts: $102,000 - $119,000
Minnesota: $80,000 - $95,000
New Jersey: $88,000 - $125,000
NYC/Long Island/Westchester: $115,000 - $130,000
Washington: $87,400 - $120,000
Washington DC: $105,000 - $117,000
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. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. 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. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
Equal Opportunity Employer 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.
Position Information
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Accounting / Auditing
Industries: Accounting
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Tax Experienced Senior, Core Tax Services
role at
BDO USA .
Job Description A Tax Experienced 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 Experienced Senior, Core Tax Services will act as the main client contact for general questions and information and may be charged with supervising and reviewing the work of Core Tax Services Associates.
Responsibilities Tax Compliance
Ensures both that clients comply with all applicable authorities while minimizing their tax and reporting burdens, and that 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 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 writes appropriate review notes for preparers; raises potential tax issues
Meets internal deadlines to match the client expectations for timely delivery of service
Identifies book-to-tax differences
Manages projects by developing a budget; monitoring budget vs. actual; scheduling resources for project and identifying out-of-scope activity
Research
Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
Applies most Firm and professional standards for preparation of WTA and tax returns
ASC 740 (FAS 109 and FIN 48) Tax Accruals
Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48
Prepares provision workpapers and discusses them with the appropriate team members
Identifies and discusses uncertain positions with team members
Reviews & prepares footnote disclosures in compliance with ASC 740l
Utilizes and manages STS
Drafts tax provision memorandums
Communicates with Assurance counterparts to timely plan tax accrual reviews
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 efficiently and effectively
Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies and archives memorandum to GoFileRoom
Strategy Development
Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits
May be required to prepare studies of tax implications and offers clients alternative courses of action
Supervisory Responsibilities
May supervise and manage 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 OR Bachelor's degree in other focus area with CPA certification required. Master’s in accountancy or taxation preferred.
Qualifications, Knowledge, Skills and Abilities
Bachelor’s degree in accounting, Finance, Economics or Statistics OR Bachelor's degree in other focus area and CPA certification required (or Authorization to Test for the CPA exam, or equivalent documentation, prior to start date in your state of employment)
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 preferredl
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 equivalent preferred
Possession of 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
Language N/A
Other Knowledge, Skills & Abilities
Solid verbal and written communication skills
Able to follow instructions as directed by members of Tax Team
Able to prepare simple tax returns
Takes appropriate actions without being asked
Seeks advice of appropriate superiors regarding compliance issues, problems
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
Salary Range
California: $96,000 - $125,000
Colorado: $85,500 - $104,500
Illinois: $90,000 - $108,000
Maryland: $98,000 - $110,000
Massachusetts: $102,000 - $119,000
Minnesota: $80,000 - $95,000
New Jersey: $88,000 - $125,000
NYC/Long Island/Westchester: $115,000 - $130,000
Washington: $87,400 - $120,000
Washington DC: $105,000 - $117,000
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. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. 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. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
Equal Opportunity Employer 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.
Position Information
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Accounting / Auditing
Industries: Accounting
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