Tax Experienced Senior, Tax Automation & Innovation

BDO USA; Kalamazoo (MI); On-site; USD 74,000 - 147,000; Full time

Job summary

BDO USA seeks a Tax Experienced Senior Associate in Kalamazoo, MI, to lead tax automation initiatives and collaborate closely with clients. The role focuses on optimizing tax tools while managing client engagements under the Tax Automation & Innovation team, embracing both technical and interpersonal skills. Ideal candidates have a strong background in tax systems and technology with proven project management ability.

Benefits

Employee Stock Ownership Plan (ESOP)

Flexible working opportunities

Qualifications

• 3+ years experience with technology or tax systems required.
• Bachelor's degree emphasized in related fields.
• Proficient in Microsoft Excel with advanced skills preferred.

Responsibilities

• Implement tax automation tools and solutions for clients.
• Assist in client management and project delivery.
• Collaborate with other business lines to deliver tax solutions.

Skills

Networking

Project Management

Communication

Decision-Making

Education

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

Graduate degree

Tools

Microsoft Excel

Corptax

UiPath

Power BI

Job description

Tax Experienced Senior, Tax Automation & Innovation

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JOB DESCRIPTION

The Tax Automation & Innovation (Tax AI) Experienced Senior Associate, as a member of the Tax Automation & Innovation team, applies industry knowledge as well as educational background and experience to collaborate with clients of the firm and team members to implement tax automation tools.

Job Summary

JOB DESCRIPTION

The Tax Automation & Innovation (Tax AI) Experienced Senior Associate, as a member of the Tax Automation & Innovation team, applies industry knowledge as well as educational background and experience to collaborate with clients of the firm and team members to implement tax automation tools.

The Tax Automation & Innovation Experienced Senior Associate is responsible for networking to build relationships within the organization as well as outside the firm. The role is also responsible for collaborating with Tax AI leadership to assess client tax departments end-to-end and determine the best areas in need of automation across tax data, process, technology, and workforce. Client engagements may include optimization or implementation of existing client tools, custom BDO tax/data solutions, or 3 rd party vendor solutions. The Tax AI Senior Associate is charged with participating in engagements under the direction of Tax AI leadership including exposure to the proposal process, scoping phase and design, building, testing, and deployment, as well as assisting in developing training and documentation during the final client hand-off stage. Additional duties include participating in ongoing maintenance and consulting as well as providing support to clients’ post-implementation, such as on-site or virtual “go-live” or close assistance within new systems. It is expected that there will be some form of attendance and participation in various outside networking opportunities throughout the U.S. Other responsibilities may include collaborating with multiple offices within the firm to assist other business line engagement teams in delivering tax solutions to their clients as well as supporting the firm through development of new internal tax solutions or consulting and training on existing internal tax processes, technologies, and applications.

Job Duties

Tax Consulting

• Seeks to learn the full picture of a client’s tax function and assists in developing unique strategies aligned with business objectives
• Participates in planning or project delivery meetings that may include proposal delivery and solutions workshops or training
• Understands work plans for tax consulting projects performed for one's clients
• Assists in meeting client expectations
• May be involved in gathering client requirements, drafting client requests lists, reviewing client data and workpapers, and redesigning such workpapers and processes as instructed by staff and management
• Identifies opportunities and can draft clear and compelling communications around enhancements to tax process, technology, and data challenges
• Contributes to establishing internal standards and processes for the practice
• Identifies complex data challenges and communicates them to target audience so that relevant issues are clearly understood
• Works with Tax AI staff in completion of projects
  
  
  

Engagement / Project Management

• Demonstrates basic project and process management skills; can effectively manage responsibilities associated with multiple complex projects at once as directed by Tax AI leadership
• Takes full ownership of work produced, performs self-review, and seeks review from project managers to mitigate risk and ensure quality, with support from leadership
• Develops understanding of proper scoping and works with Tax AI team as appropriate to ensure client engagement terms are followed
• Executes standard project setup procedures, tracks and gains exposure to billing and basic project economic management, including delivering project on time and within budget by utilizing project management and client service skills
• Collaborates with project team to measure deliverable milestones and ensure project progress and success
  
  
  

Client Service

• Identifies client’s business requirements and expectations at the beginning of a project or engagement
• Communicates status to the client in line with the frequency agreed upon; promptly responds to requests and asks questions where appropriate
• Supports project teams to help clients navigate complex issues
  
  
  

Supervisory Responsibilities

Other duties as required

• N/A
  
  
  

Education

Qualifications, Knowledge, Skills and Abilities:

• Bachelor's degree required; emphasis in Accounting, Finance, Computer Science, Data Analytics, or Technology, preferred
• Graduate degree, preferred
  
  
  

Experience

• Three (3) or more years of experience with technology or tax systems, required
• ASC 740 tax accounting, consulting, or income tax compliance, preferred
  
  
  

License / Certifications

• Certification in one or more of the following technologies preferred: Corptax, Longview, Orbitax, OneStream, Thomson Reuters, Alteryx, or Microsoft Power Apps
• CPA certification, preferred
  
  
  

Software

• Proficient in Microsoft Excel required; advanced Microsoft Excel skills, preferred
• Experience with one or ideally multiple of the below software / tools, preferred
• Systems such as Bloomberg, Corptax, Longview, OneStream, Oracle, or Thomson Reuters
• RPA tools (UiPath, Power Automate, etc.)
• ETL tools (Alteryx, Power Query, Power Pivot, Tableau Prep, etc.)
• Visualization tools (Power BI, Tableau, etc.)
  

Other Knowledge, Skills & Abilities

• Demonstrated ability to work well remotely
• Solid verbal and written communication skills
• Strong people skills, including training/instruction with professionals at all levels and ability to work in a team
• Strong internal and external networking/relationship-building skills
• Demonstrated sound decision-making skills
• A basic understanding of tax and/or solution development concepts
• A basic knowledge and skill level in engagement management including project management skills and administrative tasks
• Ability to complete projects independently
• Ability to travel 10-25% of the time
  
  
  

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: $74,550 - $147,000

Maryland Range: $74,550 - $147,000

NYC/Long Island/Westchester Range: $74,550 - $147,000

Washington DC Range: $74,550 - $147,000

About Us

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!
• Benefits may be subject to eligibility requirements.
  
  
  

Equal Opportunity Employer, including disability/vets

Click here to find out more!

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Accounting/Auditing

• Industries

  Accounting

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