Senior Tax Automation Specialist, Digital Solutions

BDO USA; Charlotte (NC); On-site; USD 74,000 - 131,000; Full time

Benefits offered by this job

ESOP company

Total Rewards benefits

Equal Opportunity Employer

Job summary

BDO USA is seeking a Tax Senior in Digital Tax Solutions to implement tax automation tools and collaborate across teams to optimize client tax functions. The role involves engagement planning, design, testing, deployment, and post-implementation support, with opportunities to work remotely across the U.S.

and travel 10–25% as needed. The role emphasizes building relationships within the firm and with clients, contributing to training, documentation, and ongoing innovation in tax technology.

Qualifications

• Two or more years of experience with technology or tax systems.
• Bachelor's degree required; focus in Accounting, Finance, CS, Data Analytics, or Technology.
• Graduate degree preferred.
• CPA certification preferred.
• Proficient in Microsoft Excel; advanced Excel preferred.

Responsibilities

• Learn the full picture of a client’s tax function and develop strategies aligned with business objectives.
• Participate in planning or project delivery meetings including proposals and workshops.
• Understand work plans and meet client expectations.
• Identify data challenges and communicate issues clearly to stakeholders.
• Contribute to internal standards and provide training support as needed.

Skills

Microsoft Excel

Communication skills

Networking/relationship-building

Project management basics

Tax technology experience

Remote work capability

Education

Bachelor's degree in Accounting, Finance, CS, Data Analytics, or Technology

Graduate degree

CPA certification

Tools

Corptax

Longview

OneStream

Thomson Reuters

Power BI

UiPath

Alteryx

Job description

BDO USA is seeking a Tax Senior in Digital Tax Solutions to implement tax automation tools and collaborate across teams to optimize client tax functions. The role involves engagement planning, design, testing, deployment, and post-implementation support, with opportunities to work remotely across the U.S.

and travel 10–25% as needed. The role emphasizes building relationships within the firm and with clients, contributing to training, documentation, and ongoing innovation in tax technology.