Tax Experienced Senior, Core Tax Services

Tax Experienced Senior, Core Tax Services

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A 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. The role also acts as the main client contact for general questions and information and may supervise and review the work of Core Tax Services Associates.

• Tax Compliance
  • Ensures client compliance with all applicable authorities while minimizing tax and reporting burdens, and ensures team compliance with all Firm policies, standards, and the BDO Tax Quality Manual.
  • Manages projects by planning the tax process and procedures 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 client expectations for timely delivery of service.
  • Identifies book‑to‑tax differences.
  • Develops a budget; monitors budget vs. actual; schedules resources for the project and identifies out‑of‑scope activity.
• Research
  • Identifies when research is needed, frames issues clearly and concisely, and reports the analysis.
  • Applies most Firm and professional standards for preparation of WTA and tax returns.
• ASC 740 (FAS 109 and FIN 48) Tax Accruals
  • Applies Firm policies, standards, and the BDO Tax Quality Manual regarding FAS 109 and FIN 48.
  • Prepares provision work papers and discusses them with the appropriate team members.
  • Identifies and discusses uncertain positions with team members.
  • Reviews and prepares footnote disclosures in compliance with 740‑10‑55.
  • Utilizes and manages STS.
  • Drafts tax provision memorandums.
  • Communicates with Assurance counterparts to timely plan tax accrual reviews.
• Tax Consulting
  • Assists in developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing current and future taxes.
  • Identifies consulting opportunities to reduce client 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 correctly and in accordance with Firm and office policies.
• Strategy Development
  • Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel.
  • Prepares studies of tax implications and offers clients alternative courses of action (when required).
• Supervisory Responsibilities
  • May supervise and manage day‑to‑day work assignments of Core Tax Services Associates.
  • Provides verbal and written performance feedback to Core Tax Associates, as necessary.
  • Acts as a mentor to Core Tax Services Associates.

• Education
  • Bachelor’s degree in Accounting, Finance, Economics, or Statistics (required).
  • Bachelor’s degree in another focus area with CPA certification (required).
  • Master’s in Accountancy or Taxation (preferred).
• Experience
  • 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 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) (preferred).
  • Possession of other professional degrees or certifications applicable to the role (preferred).
• Software
  • Proficiency with the Microsoft Office Suite (preferred).
  • Experience with tax research databases and tax compliance process software (preferred).
• Other Knowledge, Skills & Abilities
  • Solid verbal and written communication skills.
  • Follows instructions as directed by members of the Tax…