Tax Associate Core Tax Services Summer 2027 Phoenix

BDO USA, PC; Phoenix (AZ); On-site; USD 72,000 - 92,000; Full time

Job summary

BDO USA, PC seeks a Tax Associate in Core Tax Services to assist in preparing tax returns, perform research, and apply basic tax concepts using tax software for review. The role emphasizes client compliance, concise documentation, and collaboration with more senior staff.

Ideal candidates have a Bachelor’s in a related field, CPA exam progress, and strong written and verbal communication skills. This on-site position in the Phoenix area offers growth in tax services and exposure to diverse

Qualifications

• Bachelor’s degree in accounting, Finance, Economics or Statistics OR Bachelor's degree in other focus area and CPA certification required (or Authorization to Test for the CPA exam, or equivalent documentation, prior to start date in your state of employment).
• Master’s in accountancy or taxation, preferred

Responsibilities

• Assists with preparation of tax returns and research.
• Ensures client compliance with authorities and Firm policies.
• Assists with income tax provisions and ASC 740/FAS 109/FIN 48.
• Drafts memorandums and correspondence and identifies tax issues during compliance.

Skills

Communication

Teamwork

Instruction following

Proactivity

Tax return prep

Education

Bachelor's degree in accounting/finance/economics/statistics

CPA exam eligibility or progress

Tools

Microsoft Office Suite

Job description

Job Summary

The Tax Associate, Core Tax Services is responsible for utilizing their educational background as well as communication and organizational skills by assisting with the preparation of tax returns and research. In this role, the Tax Associate, Core Tax Services will be charged with utilizing basic research skills and working with tax software applications to complete simple tax returns for review.

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”)
• Applies understanding of client’s unique set of circumstances, documentation, and/or other requirements mandated by law and prepares required filings (tax returns) using a system of review and documentation to ensure that the client is in full compliance, while keeping the client’s tax and reporting burden’s as low as possible
• Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return
• Utilizes Firm compliance software to maximize efficiency in tax prep process
• Effectively teams with Senior on completion of project (follow-up with Open items list
• Documents all significant tax positions

ASC 740 (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
• Assists with prep and/or review of income tax provisions

Tax Consulting

• Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes
• Applies knowledge of home state corporate, partnership and individual tax structure and filing requirements in completing assigned work
• Effectively drafts clear and concise general memorandums and correspondence
• Identifies potentially relevant tax issues or opportunities as part of the tax compliance process

Other duties as required

Supervisory Responsibilities

• N/A

Qualifications, Knowledge, Skills and Abilities

Education

• Bachelor’s degree in accounting, Finance, Economics or Statistics OR Bachelor's degree in other focus area and CPA certification required (or Authorization to Test for the CPA exam, or equivalent documentation, prior to start date in your state of employment), required
• Master’s in accountancy or taxation, preferred

Experience

• Leadership experience, preferred
• Accounting based internship, 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”) (or progress towards the equivalent of one of these designations) upon starting employment, preferred

Software

• Proficient with the Microsoft Office Suite, preferred

Language

• N/A

Other Knowledge, Skills & Abilities

• Strong written and verbal communication skills
• Ability to follow instructions as directed
• Ability to work effectively in a team setting
• Takes appropriate actions without being asked
• Seeks advice of appropriate superiors regarding issues related to compliance
• Ability to prepare simple tax returns

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.

California Range: $85,000 - $90,000 Colorado Range: $73,000 - $77,000 Illinois Range: $78,000 - $82,000 Maryland Range: $83,000 - $87,000 Massachusetts Range: $83,000 - $87,000 Minnesota Range: $70,000 - $74,000 New Jersey Range: $78,000 - $82,000 NYC/Long Island/Westchester Range: $83,000 - $87,000 Ohio Range: $71,000 - $75,000 Virginia Range: $83,000 - $87,000 Washington Range: $78,000 - $80,000 Washington DC Range: $83,000 - $87,000