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BDO Global
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  • Tax Senior, Core Tax Services  

    - Los Angeles
    Job Summary: The Tax Senior, Core Tax Services is responsible for uti... Read More
    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 both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) 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 the procedures to be performed with quality; * Answers preparer questions, and 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 the client expectations for timely delivery of service; * Identifies book-to-tax differences. * Research * Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis. * 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 and discusses with the appropriate team members; * Identifies and discusses uncertain positions with team members; * Reviews & 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 and effective support for client consulting projects; * Gathers relevant information for controversy work, efficiently and effectively; * Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files - Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom. * Strategy Development * Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits. * 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 Qualifications, Knowledge, Skills and Abilities: Education: * 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 * 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 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. California Range: $84,000 - $110,000 Colorado Range: $80,000 - $85,000 Illinois Range: $80,000 - $93,000 Maryland Range: $90,000 - $94,000 Minnesota Range: $75,000 - $84,000 Massachusetts Range: $85,000 - $95,000 New Jersey Range: $82,000 - $112,000 Ohio Range: $81,000 - $95,000 NYC/Long Island/Westchester Range: $100,000 - $118,000 Washington Range: $81,900 - $91,400 Washington DC Range: $93,000 - $98,000 Read Less
  • Job Summary: The Tax Intern, Transfer Pricing works with a team of co... Read More
    Job Summary: The Tax Intern, Transfer Pricing works with a team of consulting economists to help multi-national companies correctly price their transactions between entities within their corporate group. This role assists with examining a variety of economic conditions and industry trends, evaluating clients' intercompany transactions and consulting with clients to set or substantiate prices charged between their related parties. The analysis of intercompany pricing is used to help companies comply with foreign and domestic tax regulations. The position requires not only strong analytical skills, but also exceptional writing and editing skills. Job Duties: * Information Gathering * Conducts client interviews in order to gather information to understand the factors that affect inter-company transactions within a group of related companies, the interviews collect the following client information: * 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 * Financial Analysis * Analyzes the evaluation of industry data and financial data from the client, which are collectively used to benchmark or document appropriate intercompany pricing policies * Performs additional financial analysis, such as the evaluation of market penetration scenarios or calculating the value of intangible property * Prepares project reports for clients, which include our approach, research, quantitative analysis and final results, these are used to document the extent to which a client's intercompany prices are in compliance with foreign and domestic tax regulations and present consulting advice * Prepares presentations to convey to the client the results of analyses and recommendations going-forward. * Participates in presentations to pitch service capabilities to potential clients * Report Writing * Writes industry overviews and functional analyses that are included in transfer pricing reports and documents * Takes interview notes and prepares detailed summaries for team members * Proofreads and edits reports prior to delivering to clients * Writes technical memos that describe the analytical process * Other duties as required Supervisory Responsibilities: * N/A Qualifications, Knowledge, Skills and Abilities: Education: * Enrolled in a Bachelor's or Master's degree in Accounting, Economics, or other relevant field of study required Experience: * Leadership experience preferred License/Certifications: * N/A Software: * Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word Language: * N/A Other Knowledge, Skills & Abilities: * Exceptional research and writing skills * Skilled in detailed reading, proofing and editing highly technical and descriptive material * Able to independently produce the initial drafts of project deliverables are written reports * Effective interpersonal skills and experience with presentations or public speaking * Able to communicate directly with clients in a professional and confident manner * Strong analytical and basic research skills * Solid organizational skills especially ability to meet project deadlines with a focus on details * Capable of working in a deadline-driven environment and handle multiple projects simultaneously * Able to research taxation topics and communicate or compose written analysis effectively * Basic understanding of transfer pricing and the desire to learn more about the industry 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. California Range: $40.00/hr - $45.00/hr Colorado Range: $35.00/hr - $39.00/hr Illinois Range: $36.00/hr - $40.00/hr Maryland Range: $34.00/hr - $38.00/hr Massachusetts Range: $36.00/hr - $40.00/hr Minnesota Range: $32.00/hr - $36.00/hr New Jersey Range: $38.00/hr - $42.00/hr NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr Ohio Range: $33.00/hr - $37.00/hr Washington Range: $37.00/hr - $38.00/hr Washington DC Range: $34.00/hr - $38.00/hr Read Less
  • Job Summary: BDO's Business Incentives Group ("BIG") has gone through... Read More
    Job Summary: BDO's Business Incentives Group ("BIG") has gone through tremendous growth and continues to expand rapidly. The BIG Internship presents a unique opportunity to gain hands on experience in one of BDO's premiere national consulting practices. A Tax Intern, Business Incentives Group, helps achieve BDO's core purpose-helping people thrive every day-by helping companies and individuals identify and claim government incentives designed to promote innovation, economic growth, and job creation in the U.S. like the Research & Development (R&D) Tax Credit. Our clients are leaders in innovation in virtually every industry, from technology, manufacturing, life sciences, and healthcare to retail, consumer products, and natural resources. An BIG Intern will have the opportunity and charge to innovate and collaborate with BDO professionals in all of our business lines as well as with our clients' innovation leaders, in tax, accounting, finance, and also in their engineering, software, manufacturing, scientific, medical, and other R&D-related departments. BIG's short-term mission is to help our clients as efficiently and effectively as possible to identify, document, and support on examination by tax authorities the various incentives to which they are legally entitled. Our longer-term goal is to develop an understanding of them as people and of all aspects of their business so that we are well positioned as their trusted advisors, as professionals who understand both their business operations and business drivers as well as how BDO can help them realize their goals. In pursuing this mission, we are also seeking to help our BIG Interns gain first-hand experience in becoming trusted advisors, ensuring they have a clear sense of the importance and responsibilities of such a role, as well as the training and opportunities to fill it. Toward that end, BIG Interns pursue opportunities which enable them to gain and improve their skills in every aspect of professional service, including technical, interpersonal, verbal, and written communication, project management, practice management, and business development. Job Duties: * Assists in the execution of multiple client engagements * Collaborates with other BIG professionals in all aspects of our business, e.g., innovating, developing and implementing better strategies and processes for our services, marketing, etc. * Establishes effective working relationships directly with BIG professionals and other BDO employees * Contributes to the development of your own technical acumen and BIG's market prominence * Assists in business development research and identification of opportunities for new and existing clients * Contributes to, supports, and enhances the culture of BIG, our local offices, and BDO as a globally leading professional services firm * Other duties as required Supervisory Responsibilities: * N/A Qualifications, Knowledge, Skills and Abilities: Education: * Currently enrolled in a Bachelor's or Master's program, required; with a focus in Accounting, Finance, Computer Science, Engineering, Data Analytics, Communications, or Law, preferred Experience: * Leadership experience, preferred License/Certifications: * N/A Software: * Proficient in the use of Microsoft Office Suite, especially Excel and Word, preferred Other Knowledge, Skills, & Abilities: * Excellent verbal and written communication skills * Strong analytical and basic research skills * Solid organizational skills, especially the ability to meet project deadlines with a focus on details * Ability to successfully multi-task while working independently or within a group environment * Ability to work in a deadline-driven environment and handle multiple projects simultaneously * Able to interact professionally with people at all organizational levels of the firm * Desire to understand why a task is being performed and to seek learning opportunities * Demonstrate interest in performing self-study to further develop technical competency and knowledge of issues impacting various incentives 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. California Range: $40.00/hr - $45.00/hr Colorado Range: $35.00/hr - $39.00/hr Illinois Range: $36.00/hr - $40.00/hr Maryland Range: $34.00/hr - $38.00/hr Massachusetts Range: $36.00/hr - $40.00/hr Minnesota Range: $32.00/hr - $36.00/hr New Jersey Range: $38.00/hr - $42.00/hr NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr Ohio Range: $33.00/hr - $37.00/hr Washington Range: $37.00/hr - $38.00/hr Washington DC Range: $34.00/hr - $38.00/hr Read Less
  • Tax Senior, Private Client Services  

    - Los Angeles
    Job Summary: Private Client Services at BDO is a boutique practice wi... Read More
    Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. A Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Job Duties: * Participates in tax and consulting engagements and enhances skills identifying and addressing client needs * Works with clients and their advisors to gather information needed to prepare tax returns * Prepares complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns, both Federal and State jurisdictions, while demonstrating the ability to follow instructions and actively seek feedback * Reviews basic individual and trust tax returns and provides written and verbal feedback to staff and interns * Analyzes tax notices received from government agencies and prepares initial drafts of response * Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership * Works in a fast-paced, deadline-driven environment both independently and within a team dynamic * Prioritizes and completes tasks * Collaborates and builds new relationships with other new professionals both inside and outside the firm Supervisory Responsibilities: * May supervise and manage the day-to-day work assignments of PCS Associates * Provides verbal and written performance feedback to PCS Associates, as necessary * Acts as mentor to PCS Associates Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in other focus area and CPA certification, required * Master's degree 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, required * Experience in private client service, 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 in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required * Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred * Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred Other Knowledge, Skills & Abilities: * Initiative * Works hard, putting in extra effort when necessary to complete their assignments within given deadlines; self-starting; doesn't need to be explicitly told to put in this effort; when set, meets weekly/engagement hours expectations * Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps * Communication * Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative * Internally, communicates the status of their work to their team; promptly responds to requests * Leadership * Leads by example, acting as a model for the firm's core values * Takes on challenges; sees tasks through completion, even if there are obstacles * Business Development * Builds new relationships and maintains existing relationships with BDO professionals and external sources * People Development * Ability to interact effectively with people at all organizational levels of the firm * Takes the time to teach others information/skills that are critical to their current and future work * Trains associates and interns on how to use all current software tools and PCS methodology 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. California Range: $84,000 - $110,000 Colorado Range: $72,000 - $90,000 Illinois Range: $80,000 - $93,000 Maryland Range: $90,000 - $94,000 Massachusetts Range: $90,000 - $100,000 Minnesota Range: $75,000 - $84,000 New Jersey Range: $82,000 - $112,000 Ohio Range: $81,000 - $95,000 NYC/Long Island/Westchester Range: $100,000 - $118,000 Washington Range: $80,000 - $95,000 Washington DC Range: $93,000 - $98,000 Read Less
  • Job Summary: The Tax Intern, International Tax Services will utilize... Read More
    Job Summary: The Tax Intern, International Tax Services will utilize their educational background and organizational skills while taking direction from more experienced team members to become familiar with assisting in consulting with clients on cross-border tax matters. Responsibilities will include performing tax research and analysis of various international tax issues to assist in providing international tax advice and working with software applications to assist clients with tax reporting obligations for international operations. Job Duties: * Tax Consulting * Assists with developing, recommending, and implementing critical thinking to provide clients with tax advice on international tax issues * Gains exposure to the development of work plans for all assigned clients * Learns about international tax law relevant to particular clients and how that law can be appropriately applied to client facts * Monitors tax law and client factual developments on a daily basis * Coordinates with BDO non-US colleagues in approximately 160 countries on how US tax rules align with foreign tax law to impact client transactions * Tax Specialization * Begins to develop an understanding of the technical and practical issues and opportunities regarding International taxation and explores specializing in one or more international tax areas * Research * Identifies when research is necessary and frames issue to be researched; identifies sources of all reliable and relevant information including information tending to contradict preferred positions; accesses those sources and retrieves that information; analyzes facts and authorities; understands their weight; and reports on analysis * Assists in preparing Written Tax Advice (WTA) on international tax and cross-border transactions * Tax Compliance * Assists in obtaining required client information to utilize in the preparation of international tax compliance forms and US international informational reporting * Begins to develop a basic level of understanding of tax compliance as evidenced by: * Ability to use Firm tax compliance software to maximize efficiency in tax preparation process * Understanding international tax compliance topics such as Subpart F income, Earnings and Profits adjustments and foreign tax credits and analyzing cross-border transactions for tax return impacts, including Section 351 and Section 304 transactions, liquidations under Sections 331 and 332, and reorganizations under Section 368 * Tax Technology * Utilizes tax research databases such as RIA, BNA, Lexis Nexis * Utilizes Go Systems, and other tax-related software with some supervision * ASC 740-10 Begins to develop a basic understanding of ASC 740-10 as it applies to international tax issues. * Understands and applies Firm policies, standards, and the BDO Tax Quality Manual * Other duties as required Supervisory Responsibilities: * N/A Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree, preferred * Enrolled in a Bachelors or Master's program in Accounting, Taxation or Master of Laws (LLM ) degree program other relevant field, required Experience: * Leadership experience, preferred License/Certifications: * J.D. or pursuing credits towards a CPA, preferred Software: * Proficient in the use of Microsoft Office Suite, specifically Word, Excel and PowerPoint, preferred * Experience utilizing RIA, BNA, Lexis Nexis and/or Westlaw, preferred Language: * N/A Other Knowledge, Skills & Abilities: * Strong written and verbal communication skills * Ability to follow instructions as directed * Ability to work effectively in a team setting * Positive attitude and willingness to learn * Seeks advice of appropriate superiors regarding issues related to compliance 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. California Range: $40.00/hr - $45.00/hr Colorado Range: $35.00/hr - $39.00/hr Illinois Range: $36.00/hr - $40.00/hr Maryland Range: $34.00/hr - $38.00/hr Massachusetts Range: $36.00/hr - $40.00/hr Minnesota Range: $32.00/hr - $36.00/hr New Jersey Range: $38.00/hr - $42.00/hr NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr Ohio Range: $33.00/hr - $37.00/hr Washington Range: $37.00/hr - $38.00/hr Washington DC Range: $34.00/hr - $38.00/hr Read Less
  • Tax Administration Manager  

    - Tampa
    Job Summary: The Tax Administration Manager collaborates with the off... Read More
    Job Summary: The Tax Administration Manager collaborates with the office administration department and local tax leadership and oversees daily tax administration processes and procedures within an assigned team. This position works with the Tax Administration Senior Manager to ensure tax administrative processes are followed in compliance with firm policies and procedures, state, and federal regulations and notifies Tax Administration Senior Manager of potential concerns or risk associated with tax processing. Job Duties: * Generates and analyzes reports to assess workflow * Keeps Tax Administration Senior Manager informed of potential concerns or risks associated with tax processing * Identifies issues related to tax systems and processes and consults with Tax Administration Senior Manager for solutions * Trains administrative and tax professionals on tax administration processes and procedures * Disseminates communications at the direction of Tax Administration Senior Manager/National Tax Administration related to tax software and processes to tax and administrative professionals * Communicates with local tax leadership regarding tax administration updates * Maintains strong working relationships with local tax leadership, tax software and process champions, and office administration leadership * Completes required technical training courses and proactively stays up to date on firm applications, processes, and procedures utilizing all firm provided resources * Other duties as required Supervisory Responsibilities: * Supervises the day-to-day workload and oversight of local, assigned team members * Ensures team growth by setting performance goals * Ensures team members are trained on all relevant software, resources, and processes * Evaluates the performance of direct reports, provides performance feedback and assists in the development of goals and objectives to enhance professional development Qualifications, Knowledge, Skills, and Abilities: Education: * High school diploma, required * Associate's or Bachelor's degree, preferred Experience: * Five (5) or more years of work experience in tax administration matters, required * Prior Experience in a professional services firm, required * Experience with training and presenting to multiple levels of employees, preferred License/Certifications: * N/A Software: * Strong in Microsoft Office Suite of products, required * Enterprise Resource Planning (ERP) software experience, preferred * Advanced knowledge of Thomson Reuters and CCH suite of products preferred Language: * N/A Other Knowledge, Skills & Abilities: * Knowledge of tax deadlines, tax forms, and tax processes and procedures * Able to exercise independent judgment and strong reasoning skills * Management and delegation skills to effectively lead and direct tax administrative team * Excellent interpersonal skills with the ability to relate with diverse personalities in a tactful and mature manner * Ability to communicate tactfully and professionally in high demand situations * Excellent written and verbal communication skills * Excellent organization skills with the ability to work on various projects simultaneously * Strong understanding of BDO tax administration and tax practice goals, objectives, and initiatives. * Ability to manage highly confidential information 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. Washington Range: $75,000 - $90,000 Read Less
  • Job Summary: Private Client Services at BDO is a boutique practice wi... Read More
    Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Job Duties: * Manages tax and consulting engagements and demonstrates skills identifying and addressing client needs, tax planning, and consulting opportunities * Provides Executive presence and acts as the primary client contact for preparation and presentation of issues and resolution to clients * Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to preparers * Directs communication with government agencies for matters of the highest complexity * Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership, clients, and advisors * Expands their understanding of tax concepts and knowledge through client engagements and current tax developments * Prioritizes and reviews work to keep engagements on track * Utilizes strong analytical, research and critical thinking skills as well as decision-making skills to assist with client needs regarding individual and business decisions * Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training * Builds new relationships and maintains existing relationships with BDO professionals and external sources * Other duties as assigned Supervisory Responsibilities: * Supervises associates and senior associates on all projects * Reviews work prepared by associates and senior associates and provide review comments * Trains Associates and Seniors how to use all current software tools * Acts as a Career Advisor to associates and senior associates * Schedules and manages workload of associates and senior associates * Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: * Bachelors degree required; major in Accounting, Finance, Economics or Statistics, preferred * Masters in Accountancy or Taxation, preferred Experience: * Seven (7) or more years prior experience in accounting, finance, or law, required * Experience in the private client service area, required * Prior supervisory experience, required * Experience working in public accounting, preferred License/Certifications: * Certified Public Accountant credential, Internal Revenue Service Enrolled Agent ("EA") credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required * Possession of other professional degrees or certifications applicable to role, preferred Software: * Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required * Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred * Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred Languages: * N/A Other Knowledge, Skills & Abilities: * Initiative * Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps * Manages client engagements, supervises, and reviews work of team members * Communication * Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative * Interacts directly with clients and their advisors; maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work * Leadership * Manages and monitors key performance indicators (KPI's) as established by the business line * Follows up on assignments and holds others accountable for their internal deadlines and administrative responsibilities * Technical Skills * Serves as internal resource and providing guidance to other practices on technical matters * Works with appropriate departments with federal and state taxing agencies to respond to notices and inquiries * Business Development * Spends time developing their network of key financial decision makers, referral sources, and recruits * Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO * People Development * Supervises, develops and trains employees * Acts as a Career Advisor; meets regularly with advisees, adding/updating goals as appropriate * Delivers holistic feedback to others and advisees about their job performance and career growth; coaches others and advisees to help them develop their careers 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. California Range: $146,000 - $200,000 Colorado Range: $120,000 - $185,000 Illinois Range: $140,000 - $190,000 Maryland Range: $150,000 - $180,000 Massachusetts Range: $150,000 - $206,000 Minnesota Range: $130,000 - $190,000 New Jersey Range: $155,000 - $200,000 Ohio Range: $125,000 - $200,000 NYC/Long Island/Westchester Range: $190,000 - $225,000 Washington Range: $150,000 - $200,000 Washington DC Range: $162,000 - $190,000 Read Less
  • Tax Senior Manager, Private Client Services  

    - Los Angeles
    Job Summary: The Tax Senior Manager, Private Client Services assists... Read More
    Job Summary: The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Job Duties: * Reviews basic to complex individual and other tax returns * Identifies and performs research when needed and reports and documents the analysis and findings * Interacts directly with clients and their advisors * Communicates with supervisors, engagement team and clients the status of projects * Assists with administrative responsibilities including billing and cash collection activities, recruiting, attendance and participation in CPE activities and training * Manages client engagements, supervises, and reviews work of team members * Demonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client engagements and current tax developments * Identifies tax planning and consulting opportunities * Participates in and initiates business development and networking activities * Manages and monitors key performance indicators (KPI's) as established by the business line * Involves firm specialists and other business lines to increase cross service opportunities * Other duties as required Supervisory Responsibilities: * Supervises develops and trains employees * Supervises associates, senior associates and managers on all projects * Reviews work prepared by associates and senior associates and provides review comments * Trains others on how to use all current software tools and PCS methodology * Schedules and manages workload of associates and senior associates * Acts as a Career Advisor to associates and senior associates * Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree in Accounting, required * Master's degree in Accounting or Taxation, preferred * Addition Juris Doctorate (JD) or Master of Laws (LLM) in Taxation, preferred Experience: * Seven (7) or more years of public accounting and private client services experience, required * Public accounting experience working in the private client area, preferred License/Certifications: * CPA or Licensed Attorney, required * CFP or Masters in Tax, preferred Software: * Experience with Gosystems and BNA Tax Planner, preferred * Experience with the Microsoft Office Suite, preferred Language: * N/A Other Knowledge, Skills & Abilities: * Excellent verbal and written communication skills * Detailed oriented * Strong analytical, research and critical thinking skills * Solid organizational skills, especially the ability to meet project deadlines with a focus on details * Ability to successfully multi-task while working independently or within a group environment * Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously * Ability to interact effectively with people at all organizational levels of the firm * Basic knowledge of fundamental accounting, finance and tax principles * General accounting knowledge and basic to intermediate tax knowledge * General understanding of financial planning concepts * Ability to effectively delegate work * Capable of effectively developing and maintaining client relationships * Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolution to clients 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. California Range: $146,000 - $200,000 Colorado Range: $120,000 - $185,000 Maryland Range: $152,000 - $188,000 NYC/Long Island/Westchester Range: $175,000 - $205,000 Washington Range: $150,000 - $200,000 Washington DC Range: $156,000 - $200,000 Read Less
  • Tax Experienced Senior, Core Tax Services  

    - Los Angeles
    Job Summary: A Tax Experienced Senior, Core Tax Services is responsib... Read More
    Job Summary: A Tax Experienced 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 Experienced Senior, Core Tax Services will act as the main client contact for general questions and information and may be charged with supervising and reviewing the work of Core Tax Services Associates. Job Duties: Tax Compliance * Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) 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 the procedures to be performed with quality * Answers preparer questions, and 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 the client expectations for timely delivery of service * Identifies book-to-tax differences * Manages projects by developing a budget; monitoring budget vs. actual; scheduling resources for project and identifying out-of-scope activity Research * Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis * 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 and discusses with the appropriate team members * Identifies and discusses uncertain positions with team members * Reviews & prepares footnote disclosures in compliance with ASC 740 * Utilizes and manages STS * Drafts tax provision memorandums * Communicates with Assurance counterparts to timely plan tax accrual reviews 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 and effective support for client consulting projects * Gathers relevant information for controversy work, efficiently and effectively * Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files - Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom Strategy Development * Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits * 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 Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree in accounting, Finance, Economics or Statistics OR Bachelor's degree in other focus area and CPA certification required (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: * Three (3) 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 * 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 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. California Range: $96,000 - $125,000 Colorado Range: $85,500 - $104,500 Illinois Range: $90,000 - $108,000 Maryland Range: $98,000 - $110,000 Massachusetts Range: $102,000 - $119,000 Minnesota Range: $80,000 - $95,000 New Jersey Range: $88,000 - $125,000 NYC/Long Island/Westchester Range: $115,000 - $130,000 Washington Range: $87,400 - $120,000 Washington DC Range: $105,000 - $117,000 Read Less
  • Job Summary: The Tax Senior, Transaction Advisory Services is an esse... Read More
    Job Summary: The Tax Senior, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national Transaction Advisory Services Tax strategy. The Mergers and Acquisitions (M&A) Tax group, part of the Transaction Advisory Services (TAS) practice services include deal structuring, due diligence, post-deal integration, tax attribute management, and opinions and ruling requests. Job Duties: * Serves as a member of multiple client engagement teams, participating in due diligence and structuring engagements related to transactions that private equity and strategic corporate entities pursue * Identifies and analyzes tax risks and opportunities while advising both strategic and private equity buyers and sellers on alternative tax strategies for acquisition, disposition, and restructuring of businesses * Assists in reviewing and analyzing merger agreements and providing opinion letters * Reviews, assesses and advises clients regarding the tax computations reflected in their financial models, and assists clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction * Manages risk and financial performance of engagements including budgeting, billing and collection * Works closely with and manages colleagues from BDO offices around the world * Develops and mentors subordinates in order to support career satisfaction and progression * Other duties as required Supervisory Responsibilities: * Supervises staff on projects and engagements Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree required * J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) from an accredited college/university preferred Experience: * Two (2) or more years of relevant experience License/Certifications: * CPA License and/or J.D. preferred Software: * Strong Excel, Word and PowerPoint skills preferred Language: * N/A Other Knowledge, Skills & Abilities: * Excellent tax research skills, including mastery of Checkpoint, CCH and/or Lexis * Experience managing multiple client engagements and client service teams * Excellent verbal and written communication skills * Ability to articulate complex information when providing crucial negotiation insights, etc. * Strong self-motivation with the ability to work in a dynamic, time-sensitive environment with varying deliverables and changing requirements * Must be technically competent across multiple US federal, international and state income tax disciplines * Fundamental working knowledge of all or essentially all non-income based federal, state and foreign tax regimes, including but not limited to indirect, payroll, property and ad valorem taxes * Understanding of US GAAP, including the accounting for income tax principles * Experience with tax controversy and procedure * Ability and willingness to travel, when necessary 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: $80,000 - $140,000 Maryland Range: $80,000 - $140,000 NYC/Long Island/Westchester Range: $80,000 - $140,000 Read Less

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