Tax Experienced Associate, Core Tax Services

BDO USA • Tampa, FL

1d • $71,000 - $95,000

About The Position

The Tax Experienced Associate, Core Tax Services uses their educational background, communication skills, 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. Responsibilities also include gathering and documenting information for filings, preparing returns using a review process, assisting with tax provisions and consulting work, and identifying relevant tax issues or opportunities. The role works with senior team members to complete projects and performs other duties as required.

Requirements

• Bachelor’s degree in accounting, finance, economics, or statistics; or a bachelor’s degree in another area and CPA certification, authorization to test for the CPA exam, or equivalent documentation 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 advice from appropriate superiors about compliance-related issues and problems.

Nice To Haves

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

Responsibilities

• Help clients comply with applicable authorities while minimizing their tax and reporting burdens, and comply with firm policies, standards, and the BDO Tax Quality Manual.
• Prepare required tax filings based on client circumstances, documentation, and legal requirements, using review and documentation procedures.
• Collect data needed for filing requirements and identify and communicate missing information.
• Use firm compliance software to support an efficient tax preparation process.
• 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 to FAS 109 and FIN 48 matters.
• Assist with preparation and/or review of income tax provisions.
• Assist in developing, recommending, and implementing methods to maximize client benefits, including reducing current and future taxes.
• Apply knowledge of home-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 the tax compliance process.
• Perform other duties as required.

Benefits

• Employee stock ownership plan (ESOP), offering participants beneficial ownership and a stake in the firm’s success.
• Comprehensive compensation and Total Rewards benefits offerings.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level