Tax Senior, Core Tax Services

BDO USA; Akron (OH); On-site; USD 81,000 - 95,000; Full time

Benefits offered by this job

Professional development opportunities

Flexible work environment

Job summary

BDO USA is looking for a Tax Senior in Akron, Ohio, responsible for ensuring client tax compliance and preparing return workpapers. This role entails supervising associates while conducting research and analyzing tax strategies to reduce client liabilities.

The ideal candidate should have a bachelor's degree in a related field, CPA certification, and at least two years of relevant experience. BDO offers a competitive salary and opportunities for professional development.

Qualifications

• 2+ years of relevant tax experience or public accounting.
• Industry expertise in tax specialty preferred.
• Prior supervisory experience preferred.

Responsibilities

• Ensure clients comply with tax regulations and firm standards.
• Conduct detailed reviews on all returns.
• Prepare tax accrual workpapers and engage clients for tax planning.

Skills

Solid verbal and written communication skills

Strong analytical skills

Tax compliance knowledge

Research skills

Ability to work in a team

Education

Bachelor's degree in Accounting, Finance, Economics or Statistics

Master’s in Accountancy or Taxation

CPA certification

Tools

Microsoft Office Suite

Tax research databases

Tax compliance software

Job description

Job Summary

The Tax Senior, Core Tax Services is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers, and working with tax software applications to complete tax returns for review. In this role, the Tax Senior, Core Tax Services may be charged with supervising and reviewing the work of Core Tax Services Associates.

Job Duties

• Tax Compliance
  • Ensures clients comply with all applicable authorities while minimizing their tax and reporting burdens, and ensures that self and client service teams comply with all firm policies, standards, and the BDO Tax Quality Manual ("TQM").
  • Manages projects by planning the tax process and procedures to be performed with quality; answers preparer questions, coordinates engagement from onset by communicating expectations and procedures with preparers.
  • Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues; meets internal deadlines to match client expectations for timely delivery of service; identifies book‑to‑tax differences.
• Research
  • Identifies when research is needed; frames issues to be researched; reports analysis clearly and concisely. Applies most firm and professional standards for preparation of WTA and tax returns.
• 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.
  • Prepares provision workpapers; discusses with appropriate team members; identifies and discusses uncertain positions with team members; reviews and prepares footnote disclosures in compliance with 740‑10‑55.
• Tax Consulting
  • Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes.
  • Identifies consulting opportunities to reduce client’s tax liability; provides efficient support for client consulting projects; gathers relevant information for controversy work; documents all significant tax positions in memorandums to the files and ensures proper documentation is archived.
• Strategy Development
  • Introduces and develops new or improved ideas to improve the position of clients, the firm, or firm personnel.
  • May be required to prepare studies of tax implications and offers clients alternative courses of action.
• Other duties as required

Supervisory Responsibilities

• May supervise and manage the day‑to‑day work assignments of Core Tax Services Associates.
• Provides verbal and written performance feedback to Core Tax Associates, as necessary.
• Acts as mentor to Core Tax Services Associates.

Education

Bachelor's degree in Accounting, Finance, Economics or Statistics**or a Bachelor’s degree in another focus area and CPA certification (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

• Two (2) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, preferred.
• Industry expertise in one or more tax specialty, preferred.
• Prior basic supervisory experience, preferred.

License/Certifications

• CPA certification, attorney (admitted to practice in a U.S. jurisdiction), or IRS Enrolled Agent (EA) (or equivalent designation), preferred.
• Possession of other professional degrees or certifications applicable to role, preferred.

Software

• Proficient with Microsoft Office Suite, preferred.
• Experience with tax research databases and tax compliance process software, preferred.

Language

N/A.

Other Knowledge, Skills & Abilities

• Solid verbal and written communication skills.
• Able to follow instructions as directed by members of Tax Team.
• Able to prepare simple tax returns.
• Takes appropriate actions without being asked.
• Seeks advice of appropriate superiors regarding issues, problems related to compliance.
• Ability to effectively delegate work as needed.
• Trains other team members.
• Strong analytical, research and critical thinking skills.
• Able to work well in a team environment.

Salary

• California: $84,000 - $110,000
• Colorado: $80,000 - $85,000
• Illinois: $80,000 - $93,000
• Maryland: $90,000 - $94,000
• Minnesota: $75,000 - $84,000
• Massachusetts: $85,000 - $95,000
• New Jersey: $82,000 - $112,000
• Ohio: $81,000 - $95,000
• NYC/Long Island/Westchester: $100,000 - $118,000
• Washington: $81,900 - $91,400
• Washington DC: $93,000 - $98,000

Equal Opportunity Employer

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.