Tax Experienced Senior, Core Tax Services
About The Position
The Tax Experienced Senior, Core Tax Services uses research skills and foundational tax knowledge to identify potential tax issues, gather client information for filings, participate in tax planning, recognize and communicate risks, prepare tax accrual workpapers, and use tax software to prepare returns for review. The role serves as a primary client contact for general questions and information and may supervise and review work performed by Core Tax Services Associates. The position manages tax compliance engagements, including planning procedures, coordinating preparers, reviewing returns, meeting deadlines, identifying book-to-tax differences, and monitoring project budgets and resources. It also performs tax research and ASC 740 tax accrual work, supports tax consulting and controversy projects, documents tax positions, and develops strategies to improve outcomes for clients, the Firm, or Firm personnel. Other duties may be assigned as required.
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 before the start date in the state of employment.
- Solid verbal and written communication skills.
- Ability to follow instructions from Tax Team members and prepare simple tax returns.
- Ability to take appropriate action without being asked and seek guidance from appropriate superiors on compliance issues.
- Ability to delegate work effectively, train team members, and work well in a team environment.
- Strong analytical, research, and critical-thinking skills.
Nice To Haves
- Master’s degree in accountancy or taxation.
- Three or more years of relevant tax experience and/or experience in public accounting, private-industry accounting, or consulting/professional services.
- Industry expertise in one or more tax specialties.
- Basic supervisory experience.
- CPA certification, admission as an attorney in a U.S. jurisdiction, IRS 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 tax and reporting burdens, and ensure the team follows Firm policies, standards, and the BDO Tax Quality Manual.
- Plan tax processes and procedures, coordinate engagements, communicate expectations to preparers, answer preparer questions, and meet internal deadlines.
- Conduct detailed tax return reviews, provide review notes, and raise potential tax issues.
- Identify book-to-tax differences and manage project budgets, actual costs, resources, and out-of-scope activity.
- Identify when research is needed, frame issues clearly, and report research analysis concisely.
- Apply Firm and professional standards in preparing workpapers and tax returns.
- Prepare tax provision workpapers, discuss uncertain tax positions, review and prepare ASC 740 footnote disclosures, manage STS, and draft tax provision memorandums.
- Coordinate with Assurance counterparts to plan tax accrual reviews in a timely manner.
- Assist in developing and implementing methods to maximize client benefits and reduce current and future taxes.
- Identify tax consulting opportunities, support consulting projects, and gather information for controversy work.
- Document significant tax positions and ensure supporting documentation is archived to GoFileRoom.
- Develop ideas and strategies to improve outcomes for clients, the Firm, or Firm personnel; prepare studies of tax implications and offer alternative courses of action when required.
- May supervise and manage day-to-day assignments of Core Tax Services Associates, provide performance feedback, and mentor associates.
- Train other team members and delegate work as needed.
- Perform other duties as required.
Benefits
- Employee stock ownership plan (ESOP) participation and beneficial ownership opportunity.
- Comprehensive compensation and Total Rewards benefits offerings; specific benefits are subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
