Tax Senior, Core Tax Services - Real Estate Focus

Job Summary

The Tax 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 work papers, and working with tax software applications to complete tax returns for review. In this role, the Tax Senior may be charged with supervising and reviewing the work of Core Tax Services Associates.

• Ensures clients comply with all applicable authorities while minimizing tax and reporting burdens, and ensures self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”).
• Manages projects by planning the tax process and procedures with quality.
• Answers preparer questions and coordinates engagement from onset by communicating expectations and procedures with preparers.
• Conducts detailed reviews on all returns and provides 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.

• Identifies when research is needed; clearly and concisely frames issues to be researched and reports the analysis.
• Applies most Firm and professional standards for preparation of WTA and tax returns.

• Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48.
• Prepares provision work papers and discusses with the appropriate team members.
• Identifies and discusses uncertain positions with team members.
• Reviews and prepares footnote disclosures in compliance with 740‑10‑55.

• Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes.
• 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, correctly and in accordance with Firm and office policies, and ensures documentation is archived to Go File Room .

• 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 offer alternative courses of action.

• Other duties as required.

• 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.

• Bachelor’s degree in Accounting, Finance, Economics or Statistics required OR Bachelor’s degree in other focus area and CPA certification required.
• Master’s in Accountancy or Taxation preferred.

• Two (2) 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 IRS Enrolled Agent (EA) or equivalent preferred.
• Possession of other professional degrees or certifications applicable to role preferred.

• Proficient with the Microsoft Office Suite preferred.
• Experience with tax research databases and tax compliance process software preferred.

• N/A

• Solid verbal and written communication skills.
• Able to follow instructions as directed by members of Tax Team.
• Able to prepare simple tax returns.
• Takes appropriate actions without being asked.
• Seeks advice of appropriate superiors regarding issues, problems related to compliance.
• Ability to effectively delegate work as needed.
• Trains other team members.
• Strong analytical, research and…