Tax Senior, Core Tax Services

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. May supervise and review work of Core Tax Services Associates.

• Tax Compliance
  • Ensure clients comply with all applicable authorities while minimizing tax and reporting burdens, and ensure self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (TQM).
  • Manage projects by planning the tax process and procedures to be performed with quality.
  • Answer preparer questions and coordinate engagements from onset by communicating expectations and procedures with preparers.
  • Conduct detailed reviews on all returns and appropriate review notes for preparers; raise potential tax issues.
  • Meet internal deadlines to match client expectations for timely delivery of service.
  • Identify book‑to‑tax differences.
• Research
  • Identify when research is needed; frame issues to be researched; report analysis concisely.
  • Apply firm and professional standards for preparation of WTA and tax returns.
• ASC 740 (FAS 109 and FIN 48) Tax Accruals
  • Apply firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48.
  • Prepare provision work papers and discuss with appropriate team members.
  • Identify and discuss uncertain positions with team members.
  • Review and prepare footnote disclosures in compliance with 740‑10‑55.
• Tax Consulting
  • Assist with developing, recommending, and implementing efficient and effective methods to maximize client benefits.
  • Identify consulting opportunities to reduce client tax liability.
  • Provide efficient and effective support for client consulting projects.
  • Gather relevant information for controversy work efficiently and effectively.
  • Document all significant tax positions (e.g., create memorandums to files – Tax Issues Memos) and ensure proper documentation is archived to Go File Room .
• Strategy Development
  • Introduce and develop new or improved ideas to improve positions of clients, firm, or firm personnel.
  • Prepare studies of tax implications and offer clients alternative courses of action, if required.
• Other duties as required.

• May supervise and manage the day‑to‑day work assignments of Core Tax Services Associates.
• Provide verbal and written performance feedback to Core Tax Associates, as necessary.
• Act as mentor to Core Tax Services Associates.

• Bachelor's degree in Accounting, Finance, Economics, or Statistics OR Bachelor’s degree in other focus area and CPA certification (or authorization to test for the CPA exam, or equivalent documentation prior to start date in state) – 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 Internal Revenue Service Enrolled Agent (EA) – preferred.
• Possession of other professional degrees or certifications applicable to role – preferred.

• Proficient with 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 compliance issues or problems.
• Ability to effectively delegate work as needed.
• Trains other team members.
• Strong analytical, research and critical thinking skills.
• Able to work well in a team environment.

California: $84,000 – $110,000
Colorado: $80,000 – $85,000
Illinois: $80,000 – $93,000
Maryland: $90,000 – $94,000
Minnesota: $75,000 – $84,000
Massachusetts: $85,000 – $95,000
New Jersey: $82,000 – $112,000
Ohio: $81,000 – $95,000
NYC/Long Island/Westchester: $100,000 – $118,000
Washington: $81,900 – $91,400
Washington DC: $93,000 – $98,000

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.