Tax Experienced Associate, Core Tax Services

Job Summary:

The Tax Experienced Associate, Core Tax Services is responsible for utilizing their educational background as well as communication and organizational skills by assisting with the preparation of tax returns and research. In this role, the Tax Experienced Associate, Core Tax Services will be charged with utilizing basic research skills and working with tax software applications to complete simple tax returns for review.

Job Duties:

• Tax Compliance
  • 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”).
    • Applies understanding of client’s unique set of circumstances, documentation, and/or other requirements mandated by law and prepares required filings (tax returns) using a system of review and documentation to ensure that the client is in full compliance, while keeping the client’s tax and reporting burden’s as low as possible;
    • Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return;
    • Utilizes Firm compliance software to maximize efficiency in tax prep process
    • Effectively teams with Senior on completion of project (follow-up with Open items list;
    • Documents all significant tax positions.
• ASC 740-10 (FAS 109 and FIN 48) Tax Accruals
  • Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48.
    • Assists with prep and/or review of income tax provisions.
• Tax Consulting
  • Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes.
    • Applies knowledge of home state corporate, partnership and individual tax structure and filing requirements in completing assigned work;
    • Effectively drafts clear and concise general memorandums and correspondence;
    • Identifies potential relevant tax issues or opportunities as part of the tax compliance process.
• Other duties as required

Supervisory Responsibilities:

• Not applicable

Qualifications, Knowledge, Skills and Abilities

Education :

• Bachelors degree in Accounting, Finance, Economics or Statistics, required OR Bachelor's degree in other focus area and CPA certification, required
• Masters in Accountancy or Taxation, preferred

Experience:

• One (1) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, preferred

License/Certifications:

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

Software :

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

Language :

• N/A

Other Knowledge, Skills & Abilities:

• Solid oral 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

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

California Range: $80,000 - $88,000
Colorado Range: $70,000 - $75,000
Illinois Range: $74,000 - $80,000
Maryland Range: $72,500 - $80,000
Minnesota Range: $72,000 - $78,000
NYC/Long Island/Westchester Range: $80,000 - $90,000
Washington Range: $71,400 - $83,400
Washington DC Range: $76,000 - $86,000

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!

• Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets