Tax Experienced Senior, Core Tax Services

Tax Experienced Senior, Core Tax Services

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Tax Experienced 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. In this role, the Tax Experienced Senior will act as the main client contact for general questions and information and may be charged with supervising and reviewing the work of Core Tax Services Associates.

• Tax Compliance:
  • Ensures both that (a) clients comply with all applicable authorities while 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.
  • Manages projects by developing a budget; monitoring budget vs. actual; scheduling resources for project and identifying out‑of‑scope activity.
• Research:
  • Identifies when research is needed; frames issues clearly; reports analysis concisely.
  • Applies most Firm and professional standards for preparation of WTA and tax returns.
• 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.
  • Prepares provision work papers and discusses with the appropriate team members.
  • Identifies and discusses uncertain positions with team members.
  • Reviews & prepares footnote disclosures in compliance with 740‑10‑55.
  • Utilizes and manages STS.
  • Drafts tax provision memorandums.
  • Communicates with Assurance counterparts to plan tax accrual reviews.
• 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.
  • Documents all significant tax positions, 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 in Go File Room .
• 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 offer clients alternative courses of action.
• 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.

• Bachelor’s degree in Accounting, Finance, Economics or Statistics (required) OR Bachelor's degree in another focus area and CPA certification (required).
• Master’s in Accountancy or Taxation (preferred).

• Three (3) 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 specialties (preferred).
• Prior basic supervisory experience (preferred).
• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or IRS Enrolled Agent (“EA”) (or equivalent) (preferred).
• Possession of other professional…