Tax Experienced Senior, Core Tax Services - Corporate​/ASC Focus

Tax Experienced Senior, Core Tax Services - Corporate/ASC 740 Focus Job Description

Job Summary:

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 work papers 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.

• Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) 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 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 the 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
• 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