- 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
- 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
- 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
- Identify and discuss uncertain positions with team members
- Review & prepare footnote disclosures in compliance with
- 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
- 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
- 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
- Bachelors degree in Accounting, Finance, Economics or Statistics required OR Bachelor's degree in other focus area and CPA certification required
- Masters in Accountancy or Taxation preferred
- 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
- 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
- Proficient with the Microsoft Office Suite preferred
- Experience with tax research databases and tax compliance process software preferred
- N/A
- 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
-
Tax Services
1 week ago
PRICE WATERHOUSE COOPERS Chicago, United StatesA career in our Merger and Acquisition Tax practice, within Tax services, will provide you with the opportunity to help our clients meet and manage their tax obligations across unique but ever changing tax specialties. You'll advise clients on their local and overseas tax affairs ...
-
Tax Associate, Global Mobility Services Midwest
54 minutes ago
KPMG Chicago, United StatesAt KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists & enjoy access to our Ignition Centers, where deep industry kn ...
-
Tax Services
2 weeks ago
PwC Chicago, United StatesIndustry/Sector · Not Applicable · Specialism · Deals Tax · Management Level · Director · Job Description & Summary · A career in our Merger and Acquisition Tax practice, within Tax services, will provide you with the opportunity to help our clients meet and manage their t ...
-
Financial Services Tax
1 week ago
PwC Chicago, United StatesSpecialty/Competency: Industry Tax Practice · Industry/Sector: Asset and Wealth Management · Time Type: Full time · Travel Requirements: Up to 20% · A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help o ...
-
Tax Services Manager
1 week ago
GGM Associates, Inc Chicago, United StatesGGM Associates, INC - · Join our team as a Tax Services Manager · GGM Associates, Inc. was established with a strong foundation and understanding of the healthcare industry and accounting operations. With decades of public and private accounting experience, we will help you grow ...
-
Senior Tax Associate, Core Tax Services
3 weeks ago
BDO Chicago, United StatesJob Summary: · A Core Tax Services Senior Associate 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 communicatin ...
-
BDO USA, LLP Chicago, United States Full timeJob 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. Respon ...
-
Senior Tax Associate, Core Tax Services
1 week ago
BDO Chicago, United States Full timeJob 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 p ...
-
BDO Chicago, United StatesJob Summary: · The Tax Intern, Tax Automation & Innovation, as a member of the Tax Automation & Innovation team, applies their educational background and experience in order to collaborate with clients of the firm and team members to implement tax automation tools. · The Tax Inte ...
-
Specialty Tax Services Intern, Tax Automation
2 weeks ago
BDO USA, LLP Chicago, United States Full timeJob Summary: · The Tax Intern, Tax Automation & Innovation, as a member of the Tax Automation & Innovation team, applies their educational background and experience in order to collaborate with clients of the firm and team members to implement tax automation tools. · The Tax Inte ...
-
Manager, Business Tax Services
1 week ago
KPMG Chicago, United StatesAt KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry ...
-
Associate - Accounting & Tax Services
1 week ago
Founder's CPA Chicago, United StatesAbout Founder's CPA · Founder's CPA was founded in 2017 and is now an industry-leading accounting firm located in Chicago that focuses on outsourced accounting, tax, and CFO services for venture-backed startups. We refuse to accept the inefficient and burdensome "old school" appr ...
-
Associate - Accounting & Tax Services
2 weeks ago
Founder's CPA Chicago, United StatesAbout Founder's CPA · Founder's CPA was founded in 2017 and is now an industry-leading accounting firm located in Chicago that focuses on outsourced accounting, tax, and CFO services for venture-backed startups. We refuse to accept the inefficient and burdensome "old school" appr ...
-
Grant Thornton LLP Chicago, United StatesJob Title: Tax - Manager - International Tax Services - Multiple Positions · Approved Locations: 171 N. Clark Street, Suite 200, Chicago, IL % travel to various unanticipated locations in relation to required attendance of client meetings, conferences, and other client matters. W ...
-
Tax - Director - Commercial Services
2 weeks ago
FORVIS Chicago, IL, United StatesGeneral information · Name · Tax - Director - Commercial Services · Posting Title · Tax Leader | Commercial · Ref # · Date Published · Tuesday, January 30, 2024 · City · Oakbrook Terrace · State · Illinois · Country · United States · Job Category · Tax · Department · Tax · Office ...
-
Associate Tax Services 2024
3 weeks ago
Andersen Chicago, United StatesThe Firm: · At Andersen Tax LLC (Andersen), we offer a rewarding career path for exceptional, motivated, and entrepreneurial individuals. From the moment your employment begins, you will be exposed to a variety of projects giving you the opportunity to stand out and make a differ ...
-
Director, Restructuring Tax Services
5 days ago
Alvarez & Marsal Deutschland GmbH Chicago, United StatesLocation: Chicago, IL, United States · Date Posted: May 21, 2024 · A&M is a group of entrepreneurial, action and results-oriented professionals who take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates ind ...
-
Accountant - Business Tax Services
3 weeks ago
RubinBrown Chicago, United StatesFounded in 1952, RubinBrown LLP is one of the nation's leading accounting and professional consulting firms. The RubinBrown name and reputation are synonymous with experience, integrity and value. · RubinBrown redefines the full-service experience by combining technical and indu ...
-
International Tax Services Senior
2 weeks ago
Citrin Cooperman Chicago, United StatesCitrin Cooperman & Co. LLP is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,500 employees in 22 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according ...
-
Business Tax Services Associate
3 weeks ago
RSM US LLP Chicago, United StatesBusiness Tax Services Associate - Winter 2025 page is loaded · Business Tax Services Associate - Winter 2025 · Apply · locations · Chicago · time type · Full time · posted on · Posted 30+ Days Ago · job requisition id · JR100578 · We are the leading provider of profess ...
Senior Tax Associate, Core Tax Services - Chicago, United States - BDO USA, LLP
Description
Job Summary:
A Core Tax Services Senior Associate 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 Core Tax Services Senior Associate may be charged with supervising and reviewing the work of Core Tax Services Associates.
Job Duties:
Tax Compliance:
Research:
ASC FAS 109 and FIN 48) Tax Accruals:
Tax Consulting:
Strategy Development:
Other duties as required
Supervisory Responsibilities:
Qualifications, Knowledge, Skills and Abilities:
Education:
Experience:
License/Certifications:
Software:
Language:
Other Knowledge, Skills & Abilities: