Global Employer Services Experienced Associate-Global Payroll Focused

BDO USA, LLP; Charlotte (NC); On-site; USD 63,000 - 116,000; Full time

Benefits offered by this job

ESOP ownership

Total Rewards benefits

Job summary

BDO USA, LLP is seeking an Experienced Associate in tax to perform basic tax research, prepare returns, and develop analyses that aid client service. You will also learn employment tax concepts and collaborate with senior professionals to address potential tax issues and client inquiries.

Responsibilities include researching, preparing reports, and handling routine questions from federal or state agencies, while utilizing tax software and collaborating with the Compensation & Benefits team to

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics or Statistics, required; OR Bachelors degree in other focus areas and CPA certification, required
• Master’s degree in Accountancy or Taxation, preferred
• Juris Doctorate, preferred
• One or more years of prior tax experience in public accounting, private industry accounting or consulting, preferred
• Internship or work-study in accounting preferred

Responsibilities

• Conduct basic tax research and develop reports and analyses to assist in client service
• Prepare tax returns and ensure compliance for clients
• Learn and apply employment tax knowledge to identify potential tax issues and develop strategies
• Handle routine questions from federal, state, or local agencies with guidance
• Utilize tax software and research tools to complete assigned tasks
• Develop understanding of employment tax rules and collaborate with senior professionals on client work
• Build client relationships and assist in marketing and business development

Skills

Analytical thinking

Research skills

Communication skills

Time management

Team collaboration

Decision making

Education

Bachelor's degree in Accounting/Finance/Economics/Statistics

CPA or progress towards CPA

Master's degree in Accountancy/Taxation

Juris Doctorate (JD)

Tools

Microsoft Office Suite (Excel, Word)

Tax research databases & software

Job description

Job Summary:

The GES Experienced Associate is responsible for basic tax research, tax return preparation and development of reports and analyses that assist in serving clients. Additional responsibilities include learning and developing employment tax knowledge and applying knowledge to understand potential tax issues, assisting in recognizing and communicating potential risks, identifying potential changes in the tax policy and applying new policies to tax compliance, and assisting in handling routine questions from federal or state agencies. The Associate also serves as the primary contact for clients, as needed.

Job Duties:

• Research:
  • Identifies situations in which research is necessary, and provides an outline of the issues as well as the appropriate source of research to be conducted
  • Analyzes researched facts and the sources utilized
  • Composes detailed reports of the research findings
  • Applies firm and professional standards for preparation of written tax advice
• Tax Compliance:
  • Ensures clients comply with applicable authorities while identifying options for minimizing the clients' compensation-related tax and reporting burdens
• Tax Consulting:
  • Obtains required client information
  • Accomplishes basic tasks, and documents and organizes work product for review by senior tax Compensation & Benefits professionals
• Tax Controversy:
  • Reviews assessment notices
  • Monitors client expectations regarding issues of controversy
  • Handles routine questions from federal, state or local agencies with assistance
• Tax Related Software:
  • Utilizes tax research databases and other tax-related software in the completion of assigned tasks
• Tax Specialization:
  • Develops an in-depth understanding of the technical and practical issues and opportunities regarding federal, state and local employment taxes
  • Involves and works with firm specialists when client and proposal work related to areas in which the firm has specialists
  • Monitors tax and other regulatory actions regarding employment tax rules and assists in advising clients on compliance strategies
• Strategy Development:
  • Assists with research of potential tax strategies as well as implementation
  • Understands documentation associated with tax strategies
  • Identifies and leverages lessons learned on prior projects, and provides input improvements
  • Suggests marketing approaches for new ideas
  • Discusses simple tax strategies with clients
  • Builds client relationships, marketing, networking and business development
• Other duties as required

Supervisory Responsibilities:

• N/A

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor's degree in Accounting, Finance, Economics or Statistics, required; OR Bachelors degree in other focus areas and CPA certification, required
• Master's degree in Accountancy or Taxation, preferred
• Juris Doctorate, preferred

Experience:

• One (1) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, preferred
• Prior internship or work-study opportunity, preferred
• Accounting based internship, preferred
• Leadership experience, preferred
• Employment tax experience, preferred

License/Certifications:

• Eligible to sit for the CPA exams; progress towards admission to practice in a U.S. jurisdiction; progress towards Internal Revenue Service Enrolled Agent (EA) certification or progress towards the equivalent of one of these designations upon starting employment, preferred

Software:

• Proficient with Microsoft Office Suite, specifically Excel and Word, preferred
• Proficient with standard tax applications and research tools, preferred

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Excellent verbal and written communication skills
• Strong analytical and research skills
• Solid organizational skills
• Ability to meet project deadlines with a focus on details
• Ability to successfully multi-task while working independently or within a group environment
• Ability to successfully interact with professionals at all levels
• Excellent decision-making skills

Individual 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.

National Range: $63,000 - $115,500
Colorado Range: $63,000 - $115,500
Maryland Range: $63,000 - $115,500
NYC/Long Island/Westchester Range: $63,000 - $115,500
Washington DC Range: $63,000 - $115,500

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.

We are proud to be an ESOP company, offering participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we're building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits.

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets.