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About the Role

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. This role may involve supervising and reviewing the work of Core Tax Services Associates.

Responsibilities

Ensures clients comply with all applicable authorities while minimizing their tax and reporting burdens.
Ensures 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 procedures with quality.
Answers preparer questions and coordinates engagement by communicating expectations and procedures.
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.
Identifies when research is needed, frames issues clearly and concisely, and reports the analysis.
Applies Firm and professional standards for preparation of WTA and tax returns.
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 appropriate team members.
Identifies and discusses uncertain positions with team members.
Reviews and prepares footnote disclosures in compliance with 740-10-55.
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.
Ensures proper documentation is archived to GoFileRoom.
Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel.
May be required to prepare studies of tax implications and offers clients alternative courses of action.
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.
Acts as mentor to Core Tax Services Associates.

Requirements

Bachelor's degree in Accounting, Finance, Economics or Statistics OR Bachelor's degree in other focus area and CPA certification (or Authorization to Test for the CPA exam, or equivalent documentation, prior to start date in your state of employment), required.
Masters in Accountancy or Taxation, preferred.
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.
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.
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.

Skills

Tax research
Tax foundational knowledge
Client information gathering
Tax planning
Risk recognition and communication
Tax accrual workpaper preparation
Tax software applications
Tax compliance
Project management
Reviewing tax returns
Research
ASC 740 (FAS 109 and FIN 48) Tax Accruals
Tax consulting
Strategy development
Microsoft Office Suite
Tax research databases
Tax compliance process software
Verbal communication
Written communication
Delegation
Training
Analytical skills
Critical thinking skills

Experience Level

Two (2) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, preferred

Education Level

Bachelor's degree in Accounting, Finance, Economics or Statistics OR Bachelor's degree in other focus area and CPA certification (or Authorization to Test for the CPA exam, or equivalent documentation, prior to start date in your state of employment), required
Masters in Accountancy or Taxation, preferred

Salary/Compensations

California Range: $84,000 - $110,000
Colorado Range: $80,000 - $85,000
Illinois Range: $80,000 - $93,000
Maryland Range: $90,000 - $94,000
Minnesota Range: $75,000 - $84,000
Massachusetts Range: $85,000 - $95,000
New Jersey Range: $82,000 - $112,000
Ohio Range: $81,000 - $95,000
NYC/Long Island/Westchester Range: $100,000 - $110,000
Washington Range: $81,900 - $91,400
Washington DC Range: $93,000 - $98,000

Benefits

ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being.
Qualified retirement plan (ESOP) is a meaningful addition to comprehensive compensation and Total Rewards benefits offerings.
BDO Total Rewards encompass more than traditional benefits.

About the Company

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed.
Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.
Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most.
Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.
BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world.
No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

Equal Opportunity

Equal Opportunity Employer, including disability/vets