Tax Experienced Senior, Core Tax Services

BDO Global • Fort Lauderdale, FL

306d • $96,000 - $125,000

About The Position

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.

Requirements

• Bachelor's degree in Accounting, Finance, Economics or Statistics, required OR Bachelor's degree in other focus area and CPA certification, required.
• 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, preferred.
• Prior basic supervisory experience, preferred.
• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (EA), preferred.
• Proficient with the Microsoft Office Suite, preferred.
• Experience with tax research databases and tax compliance process software, preferred.

Nice To Haves

• Masters in Accountancy or Taxation, preferred.
• Possession of other professional degrees or certifications applicable to role, preferred.

Responsibilities

• Ensures clients comply with all applicable authorities while minimizing their tax and reporting burdens.
• Manages projects by planning the tax process and the 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.
• Manages projects by developing a budget; monitoring budget vs. actual; scheduling resources for project and identifying out-of-scope activity.
• Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis.
• Correctly and proactively 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 & prepares footnote disclosures in compliance with 740-10-55.
• Utilizes and manages STS.
• Drafts tax provision memorandums.
• Communicates with Assurance counterparts to timely plan tax accrual reviews.
• Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits.
• 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.
• Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel.
• May be required to prepare studies of tax implications and offers clients alternative courses of action.
• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree