Tax Senior, Core Tax Services

BDO USA; Potomac (MD); On-site; USD 90,000 - 94,000; Full time

Job summary

BDO USA in Maryland is seeking a Tax Senior for Core Tax Services to apply tax knowledge, gather client information, and prepare returns for review. You may supervise Core Tax Services Associates and contribute to planning and risk assessment.

Responsibilities include managing tax compliance, research, ASC 740 accruals, and tax consulting while adhering to firm policies. A CPA or equivalent is preferred, with 2+ years' experience in tax.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics or Statistics OR CPA eligibility before start date.
• Masters in Accountancy or Taxation preferred.
• Two+ years tax experience, public accounting or consulting preferred.
• CPA/EA or equivalent certifications preferred.

Responsibilities

• Handle tax compliance and planning for clients with quality and timeliness.
• Review returns, provide notes, and identify potential tax issues.
• Perform ASC 740/FIN 48 tax accruals and footnote disclosures.
• Research and communicate tax positions; support client engagement management.
• Mentor and supervise Core Tax Services Associates; deliver training.

Skills

Verbal communication

Written communication

Analytical thinking

Research skills

Teamwork

Education

Bachelor's in Accounting

CPA certification

Master's in Accounting/Taxation

Tools

Microsoft Office Suite

Tax research databases

Tax software

Job description

JOB DESCRIPTION

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
  • Ensure clients comply with all applicable authorities while minimizing their tax and reporting burdens, and ensure self and client service teams comply with Firm policies, standards, and the BDO Tax Quality Manual (“TQM”).
  • Manage projects by planning the tax process and the procedures to be performed with quality.
  • Answer preparer questions and coordinate engagement from onset by communicating expectations and procedures with preparers.
  • Conduct detailed reviews on all returns and provide appropriate review notes for preparers; raise potential tax issues.
  • Meet internal deadlines to match client expectations for timely delivery of service.
  • Identify book-to-tax differences.
• Research
  • Identify when research is needed; frame issues to be researched and report analysis clearly and concisely.
  • Apply Firm and professional standards for preparation of WTA and tax returns.
• ASC 740 (FAS 109 and FIN 48) Tax Accruals
  • Correctly and proactively apply Firm policies, standards, and the BDO Tax Quality Manual regarding FAS 109 and FIN 48.
  • Prepare provision workpapers and discuss with the appropriate team members.
  • Identify and discuss uncertain positions with team members.
  • Review and prepare footnote disclosures in compliance with 740-10-55.
• Tax Consulting
  • Assist with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes.
  • Identify consulting opportunities to reduce client’s tax liability.
  • Provide efficient and effective support for client consulting projects.
  • Gather relevant information for controversy work efficiently and effectively.
  • Document all significant tax positions, correctly and in accordance with Firm and office policies (by creating memorandums to the files – Tax issues Memos) and ensure proper documentation is archived to GoFileRoom.
• Strategy Development
  • Introduce and develop new or improved ideas to improve the position of clients, the Firm, or Firm personnel.
  • Prepare studies of tax implications and offer clients alternative courses of action.
• Other duties as required.

Supervisory Responsibilities

• Supervise and manage the day-to-day work assignments of Core Tax Services Associates.
• Provide verbal and written performance feedback to Core Tax Associates, as necessary.
• Act as a mentor to Core Tax Services Associates.

Education

Qualifications, Knowledge, Skills and Abilities

• Bachelor's degree in Accounting, Finance, Economics or Statistics OR Bachelor's degree in other 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.
• Masters 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 Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), preferred.
• Possession of other professional degrees or certifications applicable to role, preferred.

Software

• Proficient with the 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.
• Take appropriate actions without being asked.
• Seek advice of appropriate superiors regarding issues, problems related to compliance.
• Ability to effectively delegate work as needed.
• Train other team members.
• Strong analytical, research and critical thinking skills.
• Able to work well in a team environment.

Salary Ranges

• 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
• Virginia: $78,000 – $105,000
• Washington: $81,900 - $91,400
• Washington DC: $93,000 - $98,000

Equal Opportunity Employer

Equal Opportunity Employer, including disability/vets. 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.