Tax Associate, Core Tax Services

About the Role

The Tax Experienced Associate, Core Tax Services is responsible for utilizing their educational background, communication, and organizational skills by assisting with the preparation of tax returns and research. This role involves using basic research skills and tax software applications to complete simple tax returns for review.

Key Responsibilities

• Tax Compliance
• Ensures client compliance with applicable authorities while minimizing tax and reporting burdens.
• Ensures compliance with Firm policies, standards, and the BDO Tax Quality Manual (“TQM”).
• Applies understanding of client circumstances, documentation, and legal requirements to prepare tax returns.
• Utilizes a system of review and documentation to ensure client compliance and minimize tax burden.
• Collects all necessary data for filing requirements and identifies/communicates missing items.
• Utilizes Firm compliance software for efficiency in tax preparation.
• Collaborates with Seniors on project completion and follows up on open items.
• Documents all significant tax positions.
• ASC 740 (FAS 109 and FIN 48) Tax Accruals
• Applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48.
• Assists with the preparation and/or review of income tax provisions.
• Tax Consulting
• Assists with developing, recommending, and implementing methods to maximize client benefits by decreasing current and future taxes.
• Applies knowledge of home state corporate, partnership, and individual tax structure and filing requirements.
• Drafts clear and concise general memorandums and correspondence.
• Identifies potentially relevant tax issues or opportunities during the tax compliance process.

Qualifications

• Education
• Bachelor’s degree in Accounting, Finance, Economics, or Statistics.
• OR Bachelor's degree in another 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).
• Master's in Accountancy or Taxation, preferred.
• Experience
• One (1) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, preferred.
• Licenses/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 the role, preferred.
• Software
• Proficient with the Microsoft Office Suite, preferred.
• Experience with tax research databases and tax compliance process software, preferred.
• Other Knowledge, Skills & Abilities
• Solid oral and written communication skills.
• Able to follow instructions as directed by members of the Tax Team.
• Able to prepare simple tax returns.
• Takes appropriate actions without being asked.
• Seeks advice of appropriate superiors regarding issues or problems related to compliance.
• Ability to apply generative and agentic AI solutions to develop work products, improve workflows, and identify potential risks, with emphasis on professional judgment in validating AI-generated outputs for accuracy, quality, and compliance.