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BDO USA
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  • Senior, Forensics - Risk & Resiliency  

    - Douglas County
    Job Title Associate in the BDO Advisory Practice Job Description As an... Read More
    Job Title Associate in the BDO Advisory Practice Job Description As an Associate in the BDO Advisory practice, you will utilize your education and skills as you serve the Firm's dynamic client base. The Sr. Associate supports clients in building and maintaining highly effective crisis management, business continuity and insurance programs through administering trainings, end-user support, data collection workshops and one-on-one interviews. This role provides the opportunity to gain an understanding of the business by working on various stages of engagements, including areas of risk analysis, crisis management, business continuity, operations, crisis communications and other matters as necessary. Job Duties: Leads or materially contributes to the development of solutions for clients including development of risk analytic frameworks, policies, training materials, plans and procedures Leads or supports engagement fact finding, including the review of existing client documentation and discussions with client contacts Leads or supports the consulting team in development and tailoring of presentations, reports, activities and statements of work Leads business continuity exercises and client interviews to assess potential business impacts, define critical, time-sensitive processes and develop business continuity plans Participates in client workshops and/ crisis simulations and leads development of client work products to demonstrate key findings and conclusions Liaises with the creative team to ensure onsite materials meet established cognitive approach and quality guidelines and are organized for seamless delivery Tracks assigned consulting work progress, and keeps management, clients and other applicable individuals informed of status and related issues Compiles client program metrics, and analyzes results using documented procedures, available tools and personal knowledge Identifies and researches new business opportunities at the direction of senior leadership Assists with or leads internal initiatives, as assigned Recommends enhancements to client operations and infrastructure to strengthen business resiliency and recovery capabilities Provides clients with strategic business continuity guidance (written and verbal) in the disciplines of business continuity, crisis management and enterprise risk management Proactively identifies project risks and issues and resolves them in a timely manner Other duties as required Supervisory Responsibilities: N/A Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Business Administration, Risk Management or Accounting, required Master's degree, preferred Experience: Three (3) or more years of work experience in risk management, business continuity, emergency management or crisis management, required Professional client service experience, preferred License(s)/Certification(s): N/A Software: Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Visio, required Language(s): N/A Other Knowledge, Skills and Abilities: Positive attitude and willingness to learn Strong interest in insurance management, risk management, corporate crisis management, crisis communications and/or business continuity Exhibits proficiency in consulting methodology, materials, tools and continuity software Excellent verbal and written communication skills Strong analytical and basic research skills related to the retrieval and organization of high volumes of information Solid organizational skills especially ability to meet project deadlines Ability to successfully multi-task while working independently or within a group environment Capacity to build and maintain strong relationships with internal and client personnel Identifies and assists in practice business development efforts, including client pursuits and proposals Supports a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality work Effectively handles firm and practice administrative matters, including engagement staffing, client billing, monitoring project economics and adherence to Firm quality standards and protocols 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 - $115,000 Maryland Range: $80,000 - $115,000 NYC/Long Island/Westchester Range: $80,000 - $115,000 About Us Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: Welcoming diverse perspectives and understanding the experience of our professionals and clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities BDO Total Rewards that encompass so much more than traditional "benefits." Click here to find out more! *Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more! Read Less
  • Business Development Representative BDO is seeking a dynamic Business... Read More
    Business Development Representative BDO is seeking a dynamic Business Development Representative to join our Healthcare Management Consulting practice. BDO's Healthcare Management Consulting team partners with healthcare organizations to provide a strong combination of strategy, operations management, and digital solutions focused on helping provider organizations improve their ability to deliver high quality care, enhance the patient experience, and drive financial improvement. This role is responsible for generating new business opportunities, nurturing leads, and supporting the growth of our healthcare consulting services. The ideal candidate is passionate about healthcare, consultative selling, and building relationships with key decision-makers. Job Duties: Proactively identifies and generates meetings and qualifies sales leads within our target market through highly effective outbound calls, email campaigns, and digital outreach approaches (e.g., LinkedIn) to executive healthcare prospects Develops a deep understanding of BDO's healthcare management consulting offerings and overall company value propositions Engages with healthcare organizations (hospitals, clinics, physician groups, payers, etc.) to assess needs and creatively present tailored messaging in order to secure meetings with potential executive buyers Maintains accurate records of contacts, sales activities, pipeline, and client interactions in CRM system Collaborates with Business Development Directors and consulting teams to support the enterprise sales process, e.g., research target accounts, coordinate introductory meetings, help prepare proposals and presentations Other duties as required Qualifications, Knowledge, Skills, and Abilities: Education: Bachelor's degree, required; degree in Business or Healthcare Administration, preferred Experience: Three (3) years of inside sales experience, required, in healthcare, consulting, or professional services, preferred Experience with CRM systems and sales automation tools, preferred Knowledge of healthcare industry challenges, terminology, and stakeholders, preferred Software: Proficient in the use of Microsoft Office Suite, required Other Knowledge, Skills Read Less
  • Manager, Fixed Asset Valuation  

    - Douglas County
    Valuation focus in Engineering or Finance, preferred Experience: Five... Read More
    Valuation focus in Engineering or Finance, preferred Experience: Five (5) or more years of personal property valuation experience in a Big 4 or national valuation firm environment, recently in a management capacity, required Significant experience in personal property valuation for financial reporting and accounting purposes, required Experience in personal property valuation for financing and leasing purposes, preferred Experience for providing valuation opinions and support for litigation purposes, preferred Experience in the appraisal review process, preferred ASA, RICS or other valuation industry credentials, preferred License/Certifications: ASA, RICS or other valuation industry credentials, preferred Software: Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word, preferred Language: N/A Other Knowledge, Skills Read Less
  • VP, Capital Advisory – Middle‑Market Deals & Growth (Dallas)  

    - Dallas County
    A financial services firm is seeking a Vice President to lead transact... Read More
    A financial services firm is seeking a Vice President to lead transaction and business development efforts. This individual will oversee financial analyses and due diligence while managing client interactions. The ideal candidate will have a bachelor s degree in finance, at least seven years of relevant experience, including four years in transaction roles, and strong financial modeling skills. The firm promotes a diverse and dynamic work environment, offering substantial opportunities for professional growth. #J-18808-Ljbffr Read Less
  • Tax Senior Manager, Private Client & Family Office Services (Wilmington)  

    - New Castle County
    Job Overview The Tax Senior Manager, Private Client coach staff on ana... Read More
    Job Overview The Tax Senior Manager, Private Client coach staff on analytics, forecasting, and professional development. Create project plans, estimate budgets, manage P Read Less
  • Income Franchise Tax Senior Manager, State and Local Tax (Houston)  

    - Harris County
    Job Description JOB DESCRIPTION A STS Tax Senior Manager, State and Lo... Read More
    Job Description JOB DESCRIPTION A STS Tax Senior Manager, State and Local Taxation is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the STS SALT Senior Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance. In addition, the STS SALT Senior Manager will work with the Core Tax Partners, Directors, and Senior Managers to provide SALT expertise to their clients. Job Duties Research Identifies complex situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted Analyzes researched facts and the sources utilized prior to composing a detailed report of the research findings Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel Tax Compliance Conducts detailed reviews of tax returns with the ability to identify most significant state tax issues Composes responses to notices from state taxing authorities Provides assistance with exam support Tax Consulting Drafts tax memorandums, tax opinions and other documentation on various tax issues Applies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriate Determines tax planning process Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements Assists in the development of consultative selling strategies Manages the expectations of assigned clients Tax Controversy Represents clients before any tax authority on contested issues Tax Related Software Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks Tax Specialization Provides technical client service to multi-state companies with state and local tax issues Conducts negotiation of settlements, voluntary disclosure agreements and state tax audit representation Drafts technical memoranda regarding state and local tax issues Accounting for Income Taxes – SFAS109 Prepares tax accrual workpapers ASC740-10 Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48, as well as FAS5 for sales tax and unclaimed properties Strategy Development Reviews studies of tax implications to identify alternative courses of actions to benefit clients Develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefits Assist with researching potential tax strategies Suggests marketing approaches for new client acquisition Other duties as required Supervisory Responsibilities Supervises the day-to-day workload of STS SALT Managers, Senior Associates, and Associates on assigned engagements and reviews work product Ensures STS SALT Managers, Senior Associates, Associates and Interns are trained on all relevant tax software Evaluates the performance of STS SALT Managers, Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development Delivers periodic performance feedback and completes performance evaluations for STS SALT Managers, Senior Associates, Associates and Interns Acts as Career Advisor to STS SALT Managers, Senior Associates, and Associates, as appropriate Education Bachelor’s degree in Accounting or other relevant field required Master’s degree in Accounting/Taxation or J.D. preferred Experience Eight + years of prior experience in state and local/multistate experience required Prior experience supervising tax professionals on a project or engagement basis required Prior experience preparing and/or reviewing tax provisions preferred Prior experience with corporate taxation, consolidations and partnerships preferred License/Certifications CPA certification or other relevant certification preferred Software Proficient in the use of Microsoft Office Suite, specifically Excel and Word preferred Exposure to and familiarity with standard tax applications and research tools preferred Language N/A Other Knowledge, Skills Read Less
  • Senior Tax Manager, Private Client & Family Office (Jacksonville)  

    - Duval County
    BDO USA in Jacksonville, Florida, seeks a Tax Senior Manager to lead t... Read More
    BDO USA in Jacksonville, Florida, seeks a Tax Senior Manager to lead the Private Client Read Less
  • Partnership Tax Senior, Core Tax Services  

    - Douglas County
    Tax Senior, Core Tax Services The Tax Senior, Core Tax Services is res... Read More
    Tax Senior, Core Tax Services 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 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 Read Less
  • Assurance Senior  

    - Cook County
    Assurance Senior The Assurance Senior will be responsible for coordina... Read More
    Assurance Senior The Assurance Senior will be responsible for coordinating the day-to-day "in-charge" duties of planning, fieldwork and "wrap-up" to include the preparing of financial statements with disclosures, applying most areas of GAAP as necessary and documenting, validating, testing and assessing various control systems. This position is also responsible for acting as the client contact for basic questions and information and may be involved in reviews and agreed-upon procedure engagements. Job Duties Control Environment: Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures by: Applying knowledge of transactional flow and key transactional cycles to complete audit work Documenting, validating and assessing the design and operating effectiveness of the clients' internal control system Identifying and communicating suggested improvements to client internal controls and accounting procedures in an effort to reduces risk within the client organization Supervising and reviewing the work of audit staff GAAP: Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles by: Communicating financial statement disclosure requirements to clients Drafting complex sets of financial statements with disclosures Recognizing and applying new pronouncements to client situations Identifying, analyzing and discussing alternative generally accepted accounting principles with the Manager, Senior Manager and engagement partner and the client, as needed Identifying complex accounting issues and brings them to the attention of superiors for resolution Coaching less experienced team members in new areas SEC and PCAOB: Applies knowledge and understanding of SEC regulations and PCAOB guidelines, and documents and communicates the application of these principles by: Reading and reviewing clients' SEC filings, ensuring accuracy and completeness, and also ensuring that all financial information is documented in the workpapers and through appropriate testing Preparing required communications to the Client and the Audit Committee Planning and executing Section 404 internal control audits including obtaining an understanding of the control environment, designing test plans, evaluating deficiencies and assessing the overall financial reporting control environment GAAS: Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement by: Formulating and communicating the audit plan Applying GAAS to a variety of complex issues and consults others as appropriate Employing audit skepticism and determining when to reduce or expand testing Utilizing BDO audit manuals as appropriate for the situation Documenting deviations from BDO policy, with approval Methodology: Applies knowledge and application of BDO standards to guide effective and efficient delivery of quality services and products by: Coordinating the day-to-day conduct of the audit plan by ensuring the field work is executed and completed as planned, in accordance with timetable, with Firm's policies and procedures and within budget Applying BDO audit approach and methodologies, including tools and technology, to execute the audit Identifying and proposing outcomes to critical issues Research: Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on the information by: Utilizing of internal and external research tools and selecting methodology for routine research requests Researching complex areas of accounting, forming an initial opinion on the correct treatment independently and considering and documenting the impact on the client and audit engagement Documenting and organizing complicated findings in a usable format, based on information obtained from Accounting Research Manager, BDO Assurance Manual, Yahoo Finance, etc. Assisting the engagement manager with gathering appropriate information about the business and information system, including the accounting system, to form an adequate basis for the preparation of the audit strategy Developing the draft Audit Engagement Planning Memorandum, audit programs and budgets Collaborating with the engagement manager to establish the responsibilities of individual audit staff for specific areas of audit work Other duties as required Supervisory Responsibilities: Provides verbal and written performance feedback to Audit Associates Supervises the work assignments of Audit Associates within assigned engagement team 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, preferred Experience: Two (2) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required Prior basic supervisory experience, preferred License/Certifications: Eligible to sit for the CPA exams upon starting employment, required and actively pursuing completion of the exams, required CPA, preferred Software: Proficiency with the Microsoft Office Suite, preferred Experience with assurance applications and research tools, preferred Language: N/A Other Knowledge, Skills Read Less
  • Tax Manager, Core Tax Services  

    - Shelby County
    Tax Manager, Core Tax Services The Tax Manager, Core Tax Services is r... Read More
    Tax Manager, Core Tax Services The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, the Manager is charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the tax policy. In addition, the Manager will be involved in the marketing, networking, and business development within an area of expertise and specialization and may be asked to provide written tax advice to clients. 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") Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate Communicates with client and Assurance any issues identified in tax accrual reviews Plans and reviews the tax process and the procedures to be performed to include: Budgeting and staffing Monitoring engagement process and actual time incurred vs. budget with assistance of Senior Timely billing including management of identified out-of-scope activity and communication to client Timely collection of A/R Manages client relationships/expectations in accordance with the project Provides advice to clients in a timely manner 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 Involves firm specialists, as appropriate 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 Applies, correctly and proactively, ASC 740, and Firm policies, standards, and BDO TQM regarding them Explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740 Communicates with Assurance counterparts to timely plan tax accrual reviews, including budget, scope and delivery dates Utilizes and manages STS, as needed Tax Consulting: Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes Considers the applicability of CTS and STS consulting specialties for each client Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client Serves as a technical resource Ensures client service teams comply with Firm policy; regarding Written Tax Advice ("WTA"), Provides effective assistance with exam support Frames projects and issues for effective delegation to seniors and associates Tax Specialization: Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R major in Accounting, Finance, Economics or Statistics, preferred Masters in Accountancy or Taxation, preferred Experience: Five (5) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required Prior supervisory experience, required Industry expertise in one or more tax specialty, 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), required 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 Read Less

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