Tax Experienced Associate, Core Tax Services

BDO USA is a leading accounting and advisory organization that values individuality and meaningful connections. The Tax Experienced Associate, Core Tax Services will assist with the preparation of tax returns and research, ensuring compliance while minimizing tax burdens for clients.

Responsibilities

• 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
• 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
• 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

Skills

• 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
• 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
• Master's in accountancy or taxation, preferred
• One (1) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, preferred
• 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
• Proficient with the Microsoft Office Suite, preferred
• Experience with tax research databases and tax compliance process software, preferred

Benefits

• BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team.
• The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings.
• The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
• We offer flexibility and opportunities for advancement.
• BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!
• Benefits may be subject to eligibility requirements.

Company Overview

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