Tax Experienced Senior, Transfer Pricing

BDO USA, P.C. • Chicago, IL

6h • $74,550 - $147,000

About The Position

The Tax Experienced Senior, Transfer Pricing uses research skills and tax software applications to prepare tax returns, gather client information for tax filings, and prepare tax accrual workpapers. The role contributes to tax planning and identifies and communicates potential risks.

The position plans and conducts transfer pricing studies across planning, documentation, audit defense, and compliance. It performs financial and benchmarking analyses of intercompany transactions, prepares reports and client presentations, supports proposals and engagement letters, and gathers information through client interviews. The role also supports tax controversy and tax provision matters, including audit responses and transfer pricing analyses under ASC 740-10.

Working under the direction of a Tax Senior Director or Tax Manager, the Tax Experienced Senior manages project deadlines and reviews work performed by Transfer Pricing Associates. The role supervises and mentors Associates and Interns, supports their training and performance reviews, and monitors project budgets and billings. It also develops technical knowledge across tax areas and maintains visibility and relationships across local offices and regions.

Requirements

• Bachelor’s degree in Accounting, Economics, Finance, or another relevant field.
• More than three years of work experience.
• Experience working within a transfer pricing practice.
• Prior supervisory experience.
• Proficiency in Microsoft Office, particularly Excel, PowerPoint, and Word.
• Excellent verbal and written communication skills.
• Strong analytical and basic research skills.
• Solid organizational skills, attention to detail, and ability to meet project deadlines.
• Ability to multitask and work independently or in a group environment.
• Ability to work in a deadline-driven environment and handle multiple projects simultaneously.
• Ability to build and maintain strong relationships with client personnel and interact successfully with professionals at all levels.
• Intermediate understanding of technical and practical issues and opportunities in one or more areas of taxation.
• Intermediate knowledge of general calculations, taxable conditions, and potential tax issues for clients.
• Experience working on different types of analyses across multiple industries.

Nice To Haves

• Advanced degree.
• Experience reviewing tax provisions from a transfer pricing perspective.
• Prior exposure to S&P Compustat, Moody’s RiskCalc, 10-K Wizard, ktMINE, and other financial database products.

Responsibilities

• Conduct transfer pricing studies through planning, documentation, audit defense, and compliance stages.
• Scope, design, and conduct financial analyses of intercompany transactions, including industry and client financial data evaluations and benchmarking of intercompany pricing policies.
• Perform supplemental financial analyses, including market penetration scenarios, intangible property valuations, and analyses of financial transactions such as loans, guarantees, and insurance transactions.
• Plan, schedule, and execute transfer pricing analyses under the direction of a Tax Senior Director or Tax Manager.
• Manage deadlines and data due dates for assigned projects.
• Use standard financial and company-information databases to support research and analyses.
• Prepare project reports documenting compliance of client intercompany prices with domestic and foreign tax regulations, and present consulting advice summarizing research, methods, analyses, and results.
• Participate in proposal scoping calls and prepare draft proposals and engagement letters as directed by a Tax Senior Director or Tax Manager.
• Prepare client presentations communicating analysis results and recommendations, and present service capabilities to prospective clients.
• Participate in client interviews to understand corporate structures, functional and risk allocations, profitability drivers, industry conditions, historical context, and other factors affecting intercompany transactions.
• Manage and review benchmarking work completed by Transfer Pricing Associates.
• Apply knowledge of audit, competent authority, and APA processes, including statutory deadlines and requirements.
• Prepare IDR responses for clients and work with clients to develop appropriate arguments during audits as necessary.
• Apply transfer pricing knowledge to tax provisions and ASC 740-10 analyses, including drafting related memos.
• Develop technical and practical understanding of tax issues and opportunities, and maintain visibility and professional relationships in local offices and the region.
• Supervise the day-to-day work of Transfer Pricing Associates and Interns on assigned engagements and review their work product.
• Ensure Transfer Pricing Associates and Interns are trained on relevant tax software.
• Provide clarification and guidance on complex concepts and tasks to colleagues and clients as appropriate.
• Deliver periodic performance feedback and complete performance evaluations for Transfer Pricing Associates and Interns.
• Mentor Transfer Pricing Associates and Interns as appropriate.
• Monitor project budgets and billings to manage project profitability.
• Perform other duties as required.

Benefits

• BDO ESOP beneficial ownership opportunity as a qualified retirement plan and addition to the firm’s compensation and Total Rewards offerings.
• Comprehensive compensation and Total Rewards benefits; eligibility requirements may apply.

What This Job Offers

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