Tax Experienced Senior, Core Tax Services

BDO USA•Dallas, TX

About The Position

The Tax Experienced Senior, Core Tax Services uses research skills and foundational tax knowledge to identify potential tax issues, gather information needed for filings, participate in tax planning, recognize and communicate risks, prepare tax accrual workpapers, and use tax software to complete returns for review. The role serves as the main client contact for general questions and information and may supervise and review the work of Core Tax Services Associates. The position manages tax compliance projects, including planning procedures, coordinating preparers, reviewing returns, addressing potential tax issues, meeting internal deadlines, identifying book-to-tax differences, and managing budgets and resources. It also involves tax research, preparation and review of ASC 740 tax accruals and disclosures, tax consulting support, documentation of tax positions, and development of ideas or studies that may improve client outcomes. Additional duties may be assigned. The role may supervise associates’ day-to-day work, provide performance feedback, and mentor team members.

Requirements

Bachelor’s degree in accounting, finance, economics, or statistics; alternatively, a bachelor’s degree in another focus area and CPA certification, Authorization to Test for the CPA exam, or equivalent documentation before the start date in the state of employment.
Three or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience is preferred.
Solid verbal 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 and seek guidance from appropriate superiors on compliance-related issues.
Ability to delegate work effectively as needed and train team members.
Strong analytical, research, and critical-thinking skills.
Ability to work effectively in a team environment.

Nice To Haves

Master’s degree in accountancy or taxation.
Industry expertise in one or more tax specialties.
Basic supervisory experience.
CPA certification, attorney admitted to practice in a U.S. jurisdiction, IRS Enrolled Agent designation, or equivalent designation.
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

Ensure clients comply with applicable authorities while minimizing tax and reporting burdens, and ensure service teams comply with Firm policies, standards, and the BDO Tax Quality Manual.
Plan tax processes and procedures, coordinate engagements, communicate expectations to preparers, answer preparer questions, and manage project budgets, schedules, resources, and scope.
Review tax returns, provide review notes, identify potential tax issues and book-to-tax differences, and meet internal deadlines.
Identify research needs, frame tax issues, and report research analysis clearly and concisely.
Apply relevant standards when preparing workpapers and tax returns.
Prepare provision workpapers, identify and discuss uncertain tax positions, review and prepare ASC 740 footnote disclosures, draft provision memorandums, and coordinate tax accrual reviews with Assurance counterparts.
Use and manage STS.
Support tax consulting projects, identify opportunities to reduce client tax liabilities, gather information for controversy work, and document and archive significant tax positions and related memorandums.
Develop ideas and strategies to improve client or Firm outcomes; prepare tax-impact studies and present clients with alternative courses of action when required.
Supervise and manage day-to-day assignments of Core Tax Services Associates, provide verbal and written performance feedback, and mentor associates.