Job Title : Tax Seniors Job ID : 76165 Location : LA, San Diego and Orange County (Irvine, Newport Beach, Santa Ana) Overview : 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 workpapers, and working with tax software applications to complete tax returns for review. In this role, the Tax Senior, Core Tax Services may be charged with supervising and reviewing the work of Core Tax Services Associates. What you will be doing : 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").
- 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.
Research
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.ASC 740-10 (FAS 109 and FIN 48) Tax AccrualsCorrectly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48.Review & prepare footnote disclosures in compliance with 740-10-55.Identify and discuss uncertain positions with team members;Prepares provision workpapers and discusses with the appropriate team members;Tax Consulting
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, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files - Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom.Strategy Development
Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.May be required to prepare studies of tax implications and offers clients alternative courses of action.Other duties as requiredSupervisory Responsibilities
May supervise and manage the day-to-day work assignments of Core Tax Services AssociatesProvides verbal and written performance feedback to Core Tax Associates, as necessaryActs as mentor to Core Tax Services AssociatesWhat you must have :
Bachelors degree in Accounting, Finance, Economics or Statistics required OR Bachelor's degree in other focus area and CPA certification requiredMasters in Accountancy or Taxation preferredTwo (2) or more years of prior relevant tax experience and / or public accounting, private industry accounting or consulting / professional services experience preferredIndustry expertise in one or more tax specialty preferredPrior basic supervisory experience preferredCPA 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) preferredPossession of other professional degrees or certifications applicable to role preferredProficient with the Microsoft Office Suite preferredExperience with tax research databases and tax compliance process software preferredSolid verbal and written communication skillsAble to follow instructions as directed by members of Tax TeamAble to prepare simple tax returnsTakes appropriate actions without being askedSeeks advice of appropriate superiors regarding issues, problems related to complianceAbility to effectively delegate work as neededTrains other team membersStrong analytical, research and critical thinking skillsAble to work well in a team environmentSalary / Rate Range : $84,000 - $110,000 For more information about TEEMA and to consider other career opportunities, please visit our website at www.teemagroup.com
Salary : $84,000 - $110,000
