Tax Associate, Core Tax Services - Summer 2027 (Seattle)

BDO USA, LLP; Seattle (WA); On-site; USD 78,000 - 80,000; Full time

Job summary

BDO USA, LLP seeks a Tax Associate, Core Tax Services to assist with tax return preparation and research, leveraging educational background and strong communication skills. The role involves using tax software, ensuring compliance, and supporting with tax provisions under ASC 740, FAS 109 and FIN 48.

Qualifications include a Bachelor's in accounting/finance/economics/statistics, CPA candidacy or eligibility, and preference for a Master's in taxation. Proficiency in Microsoft Office is expected.

Qualifications

• Bachelor's degree in accounting, finance, economics or statistics required or CPA pathway in progress.
• CPA certification or authorization to test preferred before start date.
• Master's in accountancy or taxation preferred.

Responsibilities

• Assist in preparing tax returns and related research.
• Assist with ASC 740 (FAS 109 and FIN 48) tax accruals.
• Support tax compliance to minimize client tax and filing burdens.
• Develop clear memorandums and correspondence.

Skills

Strong communication

Teamwork

Proactive

Compliance awareness

Tax return preparation

Leadership experience

Education

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

CPA track / CPA certification or eligibility

Master's in accountancy or taxation (preferred)

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