Tax Senior, Digital Tax Solutions

BDO USA; Charlotte (NC); On-site; USD 74,000 - 131,000; Full time

Benefits offered by this job

ESOP company

Total Rewards benefits

Equal Opportunity Employer

Job summary

BDO USA is seeking a Tax Senior in Digital Tax Solutions to implement tax automation tools and collaborate across teams to optimize client tax functions. The role involves engagement planning, design, testing, deployment, and post-implementation support, with opportunities to work remotely across the U.S.

and travel 10–25% as needed. The role emphasizes building relationships within the firm and with clients, contributing to training, documentation, and ongoing innovation in tax technology.

Qualifications

• Two or more years of experience with technology or tax systems.
• Bachelor's degree required; focus in Accounting, Finance, CS, Data Analytics, or Technology.
• Graduate degree preferred.
• CPA certification preferred.
• Proficient in Microsoft Excel; advanced Excel preferred.

Responsibilities

• Learn the full picture of a client’s tax function and develop strategies aligned with business objectives.
• Participate in planning or project delivery meetings including proposals and workshops.
• Understand work plans and meet client expectations.
• Identify data challenges and communicate issues clearly to stakeholders.
• Contribute to internal standards and provide training support as needed.

Skills

Microsoft Excel

Communication skills

Networking/relationship-building

Project management basics

Tax technology experience

Remote work capability

Education

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

Graduate degree

CPA certification

Tools

Corptax

Longview

OneStream

Thomson Reuters

Power BI

UiPath

Alteryx

Job description

Job Description

The Tax Senior, Digital Tax Solutions, as a member of the Digital Tax Solutions 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

The Tax Senior, Digital Tax Solutions, as a member of the Digital Tax Solutions 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 Senior, Digital Tax Solutions is responsible for networking to build relationships within the organization as well as outside the firm. This 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 Senior, Digital Tax Solutions 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.

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

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

• Clearly 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
• Provides on the job learning to Associates and Experienced Associates, as needed
• Other duties as required

Supervisory Responsibilities

• N/A

Education

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

Qualifications, Knowledge, Skills and Abilities:

• Two (2) 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 (1) 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 (1) or more of the below software / tools, preferred:
• Systems such as Bloomberg, Corptax, Longview, OneStream, Oracle orThomson Reuters
• RPA tools ( UiPath, PowerAutomate, etc .)
• ETL tools (Alteryx, Power Query, Power Pivot, Tableau Prep, etc.)
• Visualization tools (Power BI, Tableau, etc.)

Language

• N/A

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 on 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 independentlyAbility 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: $73,500 - $131,250. Maryland Range: $73,500 - $131,250. NYC/Long Island/Westchester Range: $73,500 - $131,250. Washington DC Range: $73,500 - $131,250.

About Us

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits.

• Benefits may be subject to eligibility requirements.

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