Tax Senior, Transfer Pricing

BDO USA, LLP; Glendale (CA); On-site; USD 74,000 - 131,000; Full time

Job summary

BDO USA, LLP is seeking a Tax Senior, Transfer Pricing to perform transfer pricing studies, financial analyses, and documentation for tax filings. The role involves planning, data gathering, and presenting consulting conclusions to clients.

The position requires 2+ years in transfer pricing, strong analytical skills, and experience with tax provisions from a TP perspective. A bachelor's degree is required, with advanced degree preferred, and MS Office proficiency expected.

Qualifications

• Bachelor's degree in Accounting, Economics, Finance or other relevant field.
• Advanced degree preferred.
• More than 2 years of prior work experience.
• Experience within a transfer pricing practice.
• Prior supervisory experience preferred.
• Experience with review of tax provisions from a transfer pricing perspective.

Responsibilities

• Transfer Pricing Studies: planning, documentation, audit defense and compliance.
• Scopes, designs, and conducts financial analyses related to intercompany transactions.
• Prepares project reports documenting compliance and presents analyses.
• Participates in scoping calls for proposals and drafts engagement letters.
• Prepares presentations showing analyses and recommendations for clients.
• Interviews clients to understand intercompany factors impacting pricing.
• Supervises day-to-day workload of associates and interns.
• Mentors junior staff and ensures training on tax software.

Skills

Transfer pricing knowledge

Analytical skills

Communication skills

Time management

Team leadership

Education

Bachelor's degree in Accounting/Economics/Finance

Advanced degree preferred

Tools

MS Office (Excel/PowerPoint/Word)

S&P Compustat

Moody's RiskCalc

ktMINE

10-K Wizard

Job description

Job Summary:

The Tax Senior, Transfer Pricing is responsible for utilizing research skills and working with tax software applications to prepare simple tax returns. In this role, the Tax Senior, Transfer Pricing will be charged with gathering client information for appropriate tax filings and preparing tax accrual work papers, participating in the tax planning process and recognizing and communicating potential risks.

Job Duties:

• Transfer Pricing Studies:
  • Conducts transfer pricing studies involving the planning, documentation, audit defense and compliance stages
  • Scopes, designs, and conducts the financial analysis related to intercompany transactions to include, but is not limited to an evaluation of industry and client financial data to collectively benchmark or document appropriate intercompany pricing policies
  • Completes supplemental financial analysis involving the evaluation of market penetration scenarios, calculation of the value of intangible property, and the analysis of financial transactions (e.g., loan analysis, guarantees, insurance transactions)
  • Plans, schedules and executes transfer pricing analyses working under the direction of STS Senior Director or STS Manager
  • Manages deadlines and data due dates for assigned projects
  • Utilizes standard databases to gather company information (e.g., Compustat, Amadeus, ktMINE, Edgar, 10-K Wizard, Bloomberg, Lexis-Nexis, etc.)
  • Prepares project reports to document the compliance of the client's intercompany prices with foreign and domestic tax regulations and presents consulting advice summarizing the approach, research, quantitative analysis, and the results of the final analysis
  • Participates in scoping calls related to proposals and prepares draft proposals and engagement letters at the direction of STS Senior Director or STS Manager
  • Prepares presentations for current clients that convey the results of analyses and recommendations going-forward or providing a review of the service capabilities of the practice for potential clients
  • Participates in client interviews to gather information to understand the factors affecting intercompany transactions within a group of related companies, including but not limited to the following examples
    • Corporate structure
    • Division of functional responsibilities among affiliated companies within the corporate group
    • Distribution of risks among affiliated companies within the corporate group
    • Value drivers for profitability
    • Industry overview and competitive pressure
    • Historical context of current circumstances
    • Industry information
    • Manages and reviews benchmarking work completed by STS Transfer Pricing Associates
• Tax Controversy
  • Applies understanding of the audit, competent authority and APA process including statutory deadlines and requirements
  • Prepares IDR responses on behalf of clients and works with clients to prepare appropriate arguments at audit, as necessary
• Tax Provision and FIN 48
  • Applies transfer pricing in the context of tax provisions and ASC 740-10
  • Utilizes experience to draft memos for transfer pricing ASC 740-10 analysis
  • Collaboration with Core Tax and STS Groups
  • Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation
  • Maintains high level of visibility in local offices and region (e.g. networking with core tax and assurance managers and above)
• Other duties as required

Supervisory Responsibilities

• Supervises the day-to-day workload of STS Transfer Pricing Associates and Interns on assigned engagements and reviews work product
• Ensures STS Transfer Pricing Associates and Interns are trained on all relevant tax software
• Provides clarification and guidance on complex concepts and tasks to colleagues and clients, as appropriate
• Delivers periodic performance feedback and completes performance evaluations for STS Transfer Pricing Associates and Interns
• Acts as mentor to STS Transfer Pricing Associates and Interns, as appropriate
• Monitors budgets and billings to manage project profitability

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor's degree in Accounting, Economics, Finance or other relevant field, required
• Advanced degree, preferred

Experience

• More than (2) years of prior work experience, required
• Experience working within a transfer pricing practice, required
• Prior supervisory experience, preferred
• Experience with review of tax provisions from a transfer pricing perspective, preferred

Software:

• Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word
• Prior exposure to S&P Compustat, Moody's RiskCalc, 10-K Wizard, ktMINE, and other financial databases products, preferred

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Excellent oral and written communication skills
• Strong analytical and basic research skills
• Solid organizational skills especially ability to meet project deadlines with a focus on details
• Ability to successfully multi-task while working independently or within a group environment
• Capable of working in a deadline-driven environment and handle multiple projects simultaneously
• Capacity to build and maintain strong relationships with client personnelAbility to successfully interact with professionals at all levels
• Intermediate understanding of the technical and practical issues and opportunities regarding one or more areas of taxation
• Intermediate knowledge and understanding of general calculations and cause / effect for taxable conditions on clients and the potential tax issues
• Experience working on different types of analysis across a number of industries.

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.

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets