Tax Senior, Digital Tax Solutions
BDO USA
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Benefits offered by this job
Job summary
BDO USA is seeking a Tax Senior for Digital Tax Solutions to lead engagements that automate tax processes and optimize client data, process, technology, and workforce. You will collaborate with Tax AI leadership, support proposal and scoping phases, and contribute to training and documentation during hand-off.
The role emphasizes cross-office collaboration, project delivery, and ongoing client support, with opportunities to participate in go-live activities and post-implementation guidance
Qualifications
- Two or more years of experience with technology or tax systems.
- ASC 740 tax accounting, consulting, or income tax compliance, preferred.
- CPA certification, preferred.
- Proficient in Microsoft Excel.
- Experience with tax data automation tools.
Responsibilities
- Learn the full scope of a client's tax function and help develop strategies aligned with business objectives.
- Participate in planning or project delivery meetings and solutions workshops.
- Understand work plans for tax consulting projects.
- Assist in meeting client expectations and gathering requirements.
- Travel to client sites as needed to support engagements.
Skills
Education
Tools
Job description
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.
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.
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. 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.
- 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
- 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
- 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
- N/A
- Bachelor's degree required; focus in Accounting, Finance, Computer Science, Data Analytics, or Technology, preferred
- Graduate degree, preferred
- Two (2) or more years of experience with technology or tax systems, required
- ASC 740 tax accounting, consulting, or income tax compliance, preferred
- 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
- 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 or Thomson Reuters
- RPA tools ( UiPath, PowerAutomate, etc .)
- ETL tools (Alteryx, Power Query, Power Pivot, Tableau Prep, etc.)
- Visualization tools (Power BI, Tableau, etc.)
- N/A
- 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 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: $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
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. Click here to find out more !
- 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"
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