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    Core Tax Associate Summer 2025 Richmond - BDO USA, PC

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    Full time
    Description

    Job Summary:

    The Tax Associate, Family Office Services/Private Client Services Associate assists in providing accounting and tax compliance and consulting to high net worth clients.

    Job Duties:

  • Prepares basic to complex individual and other tax returns
  • Uses software programs to organize, coordinate and process accounts payable data for clients that include but are not limited to , QuickBooks, Intacct, Microsoft Office Suite and Adobe PDF
  • Meets internal deadlines to match the client expectations for timely delivery of service and ensures client data is collected and processed in a timely manner to comply with payment deadlines and filing requirements
  • Performs complete general ledger reconciliation including the entire balance sheet and applies accounting knowledge by properly recording transactions in a general ledger; creates accounting records such as bill payments, client invoices, payroll, and others; identifies and records adjustments; produces accurate financial statements
  • Comprehends common financial statements and prepares draft financial statements for review; understands how line items/accounts function (e.g. capital accounts, various forms of liabilities, etc.); properly distinguishes debits from credits; calculates/interprets KPIs for clients; identifies positive and constructive trends and raises them to BDO management
  • Performs research and completes consulting projects
  • Interacts directly with clients and their advisors
  • Communicates with supervisors, engagement team, and clients regarding the status of projects
  • Assists with administrative responsibilities including billing, recruiting, attendance and participation in CPE activities and training
  • Other duties as required

    Supervisory Responsibilities:
  • N/A

    Qualifications, Knowledge, Skills and Abilities:

    Education:

  • Bachelor's or Master's program in Accounting or Finance, required

    Experience:
  • Leadership experience, preferred
  • One (1) or more years prior experience in accounting, finance, or legal, required
  • Experience working in public accounting or the private client area, preferred

    License/Certifications:
  • Working towards CPA or CFP, preferred

    Software:
  • Proficient in Microsoft Office Suite, specifically Word, Excel, and PowerPoint, required
  • Experience utilizing industry standard accounting software required such as Intuit's QuickBooks Online (QBO), Microsoft NAV and , CaseWare, BNA Depreciation Software, preferred
  • Ability to learn and navigate new and complex software, 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

    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: $65,000 - $110,000
    NYC/Long Island/Westchester Range: $72,000 - $78,000
    Washington Range: $65,000 - $110,000



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