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BDO USA

Tax Senior, Transfer Pricing

BDO USA, San Francisco, California, United States

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JOB DESCRIPTION

The Tax Senior, Transfer Pricing is responsible for utilizing research skills and working with tax software applications to prepare simple tax returns. In this role, the Tax Senior, Transfer Pricing will be charged with gathering client information for appropriate tax filings and preparing tax accrual work papers, participating in the tax planning process and recognizing and communicating potential risks.

Job Duties

Transfer Pricing Studies:

Conducts transfer pricing studies involving the planning, documentation, audit defense and compliance stages

Scopes, designs, and conducts the financial analysis related to intercompany transactions to evaluate industry and client financial data and benchmark appropriate pricing policies

Completes supplemental financial analysis involving market penetration scenarios, intangible property valuation, and analysis of financial transactions (e.g., loan analysis, guarantees, insurance transactions)

Plans, schedules and executes transfer pricing analyses working under the direction of STS Senior Director or STS Manager

Manages deadlines and data due dates for assigned projects

Utilizes standard databases to gather company information (Compustat, Amadeus, ktMINE, Edgar, 10-K Wizard, Bloomberg, Lexis-Nexis, etc.)

Prepares project reports documenting client intercompany price compliance with foreign and domestic tax regulations and presents consulting advice summarizing the approach, research, quantitative analysis, and results

Participates in scoping calls related to proposals and prepares draft proposals and engagement letters at the direction of STS Senior Director or STS Manager

Prepares presentations for current clients that convey the results of analyses and recommendations and reviews service capabilities for potential clients

Participates in client interviews to gather information on intercompany transaction factors within a corporate group

Tax Controversy:

Applies understanding of the audit, competent authority, and APA process including statutory deadlines and requirements

Prepares IDR responses on behalf of clients and works with clients to prepare appropriate arguments at audit as necessary

Tax Provision and FIN 48:

Applies transfer pricing in the context of tax provisions and ASC 740-10

Utilizes experience to draft memos for transfer pricing ASC 740-10 analysis

Collaborates with Core Tax and STS Groups

Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation

Maintains high level of visibility in local offices and region (e.g., networking with core tax and assurance managers)

Other duties as required

Supervisory Responsibilities

Supervises the day‑to‑day workload of STS Transfer Pricing Associates and Interns on assigned engagements and reviews work product

Ensures STS Transfer Pricing Associates and Interns are trained on all relevant tax software

Provides clarification and guidance on complex concepts and tasks to colleagues and clients

Delivers periodic performance feedback and completes performance evaluations for STS Transfer Pricing Associates and Interns

Acts as mentor to STS Transfer Pricing Associates and Interns

Monitors budgets and billings to manage project profitability

Education

Bachelor’s degree in Accounting, Economics, Finance or other relevant field, required

Advanced degree, preferred

Experience

More than 2 years of prior work experience, required

Experience working within a transfer pricing practice, required

Prior supervisory experience, preferred

Experience with review of tax provisions from a transfer pricing perspective, preferred

License/Certifications

Proficient in Microsoft Office Suite (Excel, PowerPoint, Word)

Prior exposure to S&P Compustat, Moody’s RiskCalc, 10-K Wizard, ktMINE, and other financial database products, preferred

Other Knowledge, Skills & Abilities

Excellent oral and written communication skills

Strong analytical and basic research skills

Solid organizational skills, especially ability to meet project deadlines with a focus on details

Ability to successfully multi‑task while working independently or within a group environment

Capable of working in a deadline‑driven environment and handling multiple projects simultaneously

Capacity to build and maintain strong relationships with client personnel

Ability to successfully interact with professionals at all levels

Intermediate understanding of the technical and practical issues and opportunities regarding one or more areas of taxation

Intermediate knowledge and understanding of general calculations and cause / effect for taxable conditions on clients and the potential tax issues

Experience working on different types of analysis across a number of industries

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

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

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.

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