Tax Experienced Associate, Core Tax Services

BDO USA•Tampa, FL

About The Position

The Tax Experienced Associate, Core Tax Services uses their educational background and communication and organizational skills to assist with tax return preparation and research. The role uses basic research skills and tax software applications to complete simple tax returns for review. The associate helps clients comply with applicable authorities while minimizing tax and reporting burdens, and follows firm policies, standards, and the BDO Tax Quality Manual. They prepare required filings based on each client’s circumstances and documentation, collect information needed for filing, communicate missing items, use firm compliance software, and work with a Senior to complete projects. The role also documents significant tax positions and assists with income tax provisions related to ASC 740, FAS 109, and FIN 48. The associate supports tax consulting by helping develop and implement methods to maximize client benefits, applying knowledge of state tax structures and filing requirements, drafting memorandums and correspondence, and identifying potential tax issues or opportunities. Other duties may be required. The position has no supervisory responsibilities.

Requirements

Bachelor’s degree in accounting, finance, economics, or statistics; alternatively, a bachelor’s degree in another field with CPA certification, authorization to test for the CPA exam, or equivalent documentation required before the start date in the state of employment.
Solid oral and written communication skills.
Ability to follow instructions from members of the Tax Team.
Ability to prepare simple tax returns.
Ability to take appropriate action without being asked.
Ability to seek guidance from appropriate superiors about compliance-related issues and problems.

Nice To Haves

Master’s degree in accountancy or taxation.
One or more years of prior relevant tax experience and/or experience in public accounting, private industry accounting, or consulting/professional services.
CPA certification, admission as an attorney in a U.S. jurisdiction, Internal Revenue Service Enrolled Agent designation, or equivalent designation.
Other professional degrees or certifications applicable to the role.
Proficiency with Microsoft Office Suite.
Experience with tax research databases and tax compliance process software.

Responsibilities

Ensure clients comply with applicable authorities while minimizing their tax and reporting burdens, and ensure compliance with firm policies, standards, and the BDO Tax Quality Manual.
Apply client-specific circumstances, documentation, and legal requirements to prepare tax filings using review and documentation processes.
Collect data needed for filing requirements and identify and communicate missing information.
Use firm compliance software to improve efficiency in tax preparation.
Work with a Senior to complete projects, including following up on open items.
Document significant tax positions.
Apply firm policies, standards, and the BDO Tax Quality Manual regarding FAS 109 and FIN 48.
Assist with preparation and/or review of income tax provisions.
Assist in developing, recommending, and implementing methods to maximize client benefits, particularly by reducing current and future taxes.
Apply knowledge of state corporate, partnership, and individual tax structures and filing requirements to assigned work.
Draft clear and concise general memorandums and correspondence.
Identify potentially relevant tax issues or opportunities during tax compliance work.
Perform other duties as required.