Tax Experienced Associate, Core Tax Services
Role description
From the employerJob 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 (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 potentially relevant tax issues or opportunities as part of the
tax compliance process
Other duties as required
Supervisory Responsibilities
- N/A
Qualifications, Knowledge, Skills and Abilities
Education
- Bachelor’s degree in accounting, Finance, Economics or Statistics OR
Bachelor's degree in other focus area and CPA certification required (or
Authorization to Test for the CPA exam, or equivalent documentation, prior to
start date in your state of employment), required
- Master’s 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: $71,500 - $72,000
Illinois Range: $74,000 - $80,000
Maryland Range: $85,500 - $88,000
Massachusetts Range: $86,500 - $89,000
Minnesota Range: $72,000 - $78,000
New Jersey Range: $77,000 - $92,000
Ohio Range: $71,000 - $85,000
NYC/Long Island/Westchester Range: $93,000 - $95,000
Washington Range: $71,400 - $83,400
Washington DC Range: $86,000 - $90,000
At BDO, how we show up matters. We build strong relationships by supporting one
another, our clients, and our communities with care, curiosity, and a commitment
to helping one another grow and succeed. Here, you’ll find meaningful work,
leaders invested in your success, and opportunities to build a career around
what matters most to you.
Our purpose is to be the people our clients count on to grow with confidence and
achieve what matters most. Our values guide how we bring that purpose to life
each day. Together, they shape how we work with one another, serve our clients,
and create meaningful impact.
BDO provides assurance, tax, and advisory services to clients across the U.S.
and around the world. No matter your role, you’ll be part of a team helping
clients navigate complexity and move forward with clarity.
We are proud to be an ESOP company, offering participants a stake in the firm’s
success through beneficial ownership and a unique opportunity to enhance their
financial well-being. As a qualified retirement plan, the ESOP is a meaningful
addition to our comprehensive compensation and Total Rewards benefits*
offerings. It also reinforces an ownership mindset that strengthens our
connection to one another, our clients, and the future we’re building together.
Learn more about our benefits: BDO Total Rewards encompass more than traditional
benefits. Click here to find out more
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*Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
Click here to find out more
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