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Tax Senior Associate, Core Tax Services

BDO USA

BDO USA

San Antonio, TX, USA
Posted on Friday, September 22, 2023

Job Description

Job Summary:

A Core Tax Services Senior Associate 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 Core Tax Services Senior Associate may be charged with supervising and reviewing the work of Core Tax Services Associates.

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”).
      • 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 Accruals
    • Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48.
      • Prepares provision workpapers and discusses with the appropriate team members;
      • Identify and discuss uncertain positions with team members;
      • Review & prepare footnote disclosures in compliance with 740-10-55.
  • 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 required

Supervisory Responsibilities:

  • May supervise and manage the day-to-day work assignments of Core Tax Services Associates
  • Provides verbal and written performance feedback to Core Tax Associates, as necessary
  • Acts as mentor to Core Tax Services Associates

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:

  • 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

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 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 issues, problems related to compliance
  • 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

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: $84,000 - $107,500
Colorado Range: $70,000 - $82,500
New York City/ Valhalla Range: $80,000 - $105,000
Washington Range: $76,000 - $105,000