Senior Core Tax Strategist and Client Lead

BDO USA; Costa Mesa (CA); On-site; USD 96,000 - 125,000; Full time

Job summary

BDO USA in California seeks a Tax Experienced Senior, Core Tax Services. You will apply tax research, gather client information for filings, participate in tax planning, and prepare returns for review while acting as the main client contact for general questions.

You may supervise Core Tax Services Associates, manage tax processes, review work, and identify tax issues and opportunities to optimize client liabilities. Strong communication, analytical skills, and CPA eligibility are preferred.

Qualifications

• Bachelor’s degree in accounting, finance, economics, or statistics, or a related focus area with CPA certification (or eligibility to take the CPA exam) required.
• Master’s degree in accountancy or taxation preferred.
• Three or more years of prior relevant tax experience in public accounting, private industry accounting, or consulting/professional services preferred.
• Industry expertise in one or more tax specialties preferred.
• Prior basic supervisory experience preferred.
• CPA certification, attorney (U.S. jurisdiction), or IRS Enrolled Agent preferred.
• Proficiency with Microsoft Office Suite preferred.
• Experience with tax research databases and tax compliance process software preferred.
• Solid verbal and written communication skills.
• Strong analytical, research, and critical thinking skills.
• Ability to work well in a team environment and to delegate work as needed.
• Self‑directed and proactive in taking appropriate actions.

Responsibilities

• Ensure client compliance with all applicable authorities, minimizing tax and reporting burdens, while complying with firm policies, standards, and the BDO Tax Quality Manual.
• Manage projects by planning tax processes, procedures, budgeting, scheduling resources, and monitoring progress.
• Answer preparer questions, coordinate engagement from onset, and communicate expectations and procedures.
• Conduct detailed reviews of all returns, issue review notes, and raise potential tax issues.
• Meet internal deadlines to match client expectations for timely delivery of service.
• Identify book‑to‑tax differences.
• Identify and report uncertain positions, prepare footnote disclosures in compliance with ASC 740, and draft tax provision memorandums.
• Assist with developing, recommending, and implementing efficient client benefits, including reducing current and future taxes.
• Identify consulting opportunities to reduce client tax liability and gather information for controversy work efficiently.
• Document significant tax positions and ensure proper archiving.
• Introduce and develop new ideas to improve positions of clients, the firm, or personnel.
• Mentor and provide performance feedback to Core Tax Services Associates.

Skills

Communication

Analytical thinking

Research skills

Teamwork

Proactive

CPA eligibility

Education

Bachelor’s degree in accounting, finance, economics, or statistics

CPA certification or eligibility

Master’s degree in accountancy or taxation preferred

Tools

MS Office

Tax research databases

Tax compliance software

Job description

BDO USA in California seeks a Tax Experienced Senior, Core Tax Services. You will apply tax research, gather client information for filings, participate in tax planning, and prepare returns for review while acting as the main client contact for general questions.

You may supervise Core Tax Services Associates, manage tax processes, review work, and identify tax issues and opportunities to optimize client liabilities. Strong communication, analytical skills, and CPA eligibility are preferred.