BDO USA, LLP
Tax Senior, Core Tax Services
BDO USA, LLP, Houston, Texas, United States, 77246
Job Summary:The Tax 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 workpapers, and working with tax software applications to complete tax returns for review. In this role, the Tax Senior, Core Tax Services 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.
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 requiredSupervisory Responsibilities:May supervise and manage the day-to-day work assignments of Core Tax Services AssociatesProvides verbal and written performance feedback to Core Tax Associates, as necessaryActs as mentor to Core Tax Services AssociatesQualifications, 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 requiredMasters in Accountancy or Taxation preferredExperience:Two (2) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience preferredIndustry expertise in one or more tax specialty preferredPrior basic supervisory experience preferredLicense/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) preferredPossession of other professional degrees or certifications applicable to role preferredSoftware:Proficient with the Microsoft Office Suite preferredExperience with tax research databases and tax compliance process software preferredLanguage:N/AOther Knowledge, Skills & Abilities:Solid verbal and written communication skillsAble to follow instructions as directed by members of Tax TeamAble to prepare simple tax returnsTakes appropriate actions without being askedSeeks advice of appropriate superiors regarding issues, problems related to complianceAbility to effectively delegate work as neededTrains other team membersStrong analytical, research and critical thinking skillsAble to work well in a team environmentIndividual 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 - $110,000Colorado Range:
$72,000 - $90,000NYC/Long Island/Westchester Range:
$90,000 - $115,000Washington Range:
$80,000 - $95,000
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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.
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 requiredSupervisory Responsibilities:May supervise and manage the day-to-day work assignments of Core Tax Services AssociatesProvides verbal and written performance feedback to Core Tax Associates, as necessaryActs as mentor to Core Tax Services AssociatesQualifications, 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 requiredMasters in Accountancy or Taxation preferredExperience:Two (2) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience preferredIndustry expertise in one or more tax specialty preferredPrior basic supervisory experience preferredLicense/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) preferredPossession of other professional degrees or certifications applicable to role preferredSoftware:Proficient with the Microsoft Office Suite preferredExperience with tax research databases and tax compliance process software preferredLanguage:N/AOther Knowledge, Skills & Abilities:Solid verbal and written communication skillsAble to follow instructions as directed by members of Tax TeamAble to prepare simple tax returnsTakes appropriate actions without being askedSeeks advice of appropriate superiors regarding issues, problems related to complianceAbility to effectively delegate work as neededTrains other team membersStrong analytical, research and critical thinking skillsAble to work well in a team environmentIndividual 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 - $110,000Colorado Range:
$72,000 - $90,000NYC/Long Island/Westchester Range:
$90,000 - $115,000Washington Range:
$80,000 - $95,000
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