Tax Experienced Senior, Core Tax Services

Role 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. This role serves as the main client contact for general questions and information and may supervise and review 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 Firm policies, standards, and the BDO Tax Quality Manual (TQM).
• Manages projects by planning the tax process and procedures to be performed with quality.
• Answers preparer questions and coordinates engagement by communicating expectations and procedures with preparers.
• Conducts detailed reviews of all returns, provides review notes for preparers, and raises potential tax issues.
• Meets internal deadlines to match client expectations for timely delivery of service.
• Identifies book‑to‑tax differences.
• Develops a budget, monitors budget vs. actual, schedules resources, and identifies out‑of‑scope activity.

• Identifies when research is needed, frames issues concisely, and reports the analysis.
• Applies Firm and professional standards for preparation of WTA and tax returns.

• Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual 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 ASC 740.
• Utilizes and manages STS.
• Drafts tax provision memorandums.
• Communicates with Assurance counterparts to timely plan tax accrual reviews.

• Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits by decreasing 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.
• Documents all significant tax positions, creates memorandums, and ensures proper documentation is archived.

• Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel by reducing taxes or expenses or providing non‑tax benefits.
• May prepare studies of tax implications and offer clients alternative courses of action.

• Supervises and manages day‑to‑day work assignments of Core Tax Services Associates.
• Provides verbal and written performance feedback to Core Tax Associates as necessary.
• Acts as a mentor to Core Tax Services Associates.
• Takes appropriate actions without being asked.
• Seeks advice of appropriate superiors regarding compliance issues.
• Effectively delegates work as needed.
• Trains other team members.

• Bachelor’s degree in accounting, finance, economics, or statistics, or a degree in another focus area with CPA certification or authorization to test for the CPA exam (to be obtained prior to start date).
• Master’s in accountancy or taxation is preferred.

• Three (3) or more years of relevant tax experience or public accounting, private industry accounting, or consulting/professional services experience is preferred.
• Industry expertise in one or more tax specialty is preferred.
• Prior basic supervisory experience is preferred.

• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (EA) or equivalent is preferred.
• Possession of other professional degrees or certifications applicable to the role is preferred.

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

• Solid verbal and written communication skills.
• Able to follow instructions and prepare simple tax returns.
• Strong analytical, research and critical thinking skills.
• Able to work well in a team environment.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. BDO USA, P.A. is an EO employer M/F/Veteran/Disability.