SALT Senior Associate, Unclaimed Property

Full-time

No

Los Angeles, CA, United States
Company BDO USA, LLP
Company URL

BDO USA, LLP is a leading professional services firm providing assurance, tax, and financial advisory services to clients throughout the country and around the globe. With over 70 offices in the US, BDO is committed to providing exceptional services to our clients and a supportive and inclusive work environment for our employees.

We are currently seeking a SALT Senior Associate, Unclaimed Property, to join our team in Los Angeles, CA. In this role, you will utilize your tax and accounting skills to assist clients with unclaimed property compliance and consulting. You will work closely with leadership to recommend courses of action and identify new methods for complying with unclaimed property regulations. This is a unique opportunity to use your skills in a consultative capacity, working with sporadic data sets and providing valuable insights to clients.

As a SALT Senior Associate, Unclaimed Property, you will also have the opportunity to work with a variety of clients and participate in presentations and networking events. You will work with the Core Tax and Audit Partners, Directors, and Senior Managers to provide SALT expertise to clients. This is a highly collaborative role that requires strong communication skills and the ability to manage multiple projects simultaneously.

If you have a Bachelor's degree in Accounting, Business, Economics, or Finance, and at least two years of experience in tax, financial statement auditing, or forensic accounting, we encourage you to apply. A CPA certification, attorney license, or IRS Enrolled Agent designation is preferred. Proficiency in Microsoft Office Suite and experience with tax-related software is required, while experience with Power BI, Alteryx, and other software is preferred.

At BDO, we offer a competitive Total Rewards package that goes beyond traditional benefits. This includes a competitive salary, annual performance bonus, 401k plan with employer match, comprehensive medical, dental, vision, and prescription insurance, paid time off, parental leave, adoption assistance, life insurance, wellness programs, and more. We are committed to providing our employees with a supportive and inclusive work environment, and we are proud to have received numerous workplace awards, including 100 Best Companies for Working Parents and Working Mother 100 Best Companies.

If you are a motivated and skilled professional with a passion for tax and accounting, we encourage you to apply for our SALT Senior Associate, Unclaimed Property, role in Los Angeles, CA. Join the BDO team and be a part of a global network of professionals dedicated to delivering exceptional services to our clients. Apply now and take the next step in your career with BDO!

routinely keeps abreast of latest relevant unclaimed property statutory, regulatory and case law changes

unclaimed property compliance:

obtains and manipulates data from client to use in preparation of annual escheat returns
uses fsi track, bdo global portal and other systems for data gathering
imports data into fsi track and prepares returns
identifies appropriate b2b and other exemptions/deferrals
performs reconciliations on data gathered to data reported
composes responses to notices from state authorities
assists with due diligence letter processing
assists with client payment processing
provides assistance with exam support
communicates routinely with clients and up team members

unclaimed property consulting:

drafts memorandums, opinions and other documentation on various escheat issues
works with unclaimed property leadership to determines escheat planning process
participates in developing policy and procedures, addressing internal controls
represents clients on unclaimed property audits, mitigating exposures and assisting with best practices
represents clients on voluntary disclosures mitigating exposures and assisting with best practices
assists with identifying gift card planning opportunities and implementation
assists up leadership with client interviews onsite visits, workplans, etc. , showing transactions are not owed)
develops exposure quantification models to calculate escheat exposures
assists with client refund review process
applies all applicable state tax consulting sub-specialties and confers with other sts professionals when appropriate
ensures escheat engagement letters are adopted prior to engagement work commencing and manages engagements
assists up leadership with the development of consultative selling strategies
actively involved in relevant trade organizations and public speaking, networking events where appropriate
routinely updates crm entries
manages the expectations of assigned clients
works with up leadership to project manages multiple clients and projects simultaneously

unclaimed property related software:

utilizes fsi track, tax research databases and other tax-related software in the completion of assigned tasks
maintains working knowledge of various gl systems (sap, oracle, jd edwards, as/400, epicor, etc. jurisdiction), or internal revenue service enrolled agent (“ea”) (or the equivalent of one of these designations), preferred

software:

proficient in the use of microsoft office suite, specifically excel and word, required
experience with power bi, alteryx, and other software, preferred

language:

n/a

other knowledge, skills & abilities:

excellent verbal and written communication skills
superior analytical and research skills
solid organizational skills especially 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
capable of effective managing a team of tax professionals and delegating work assignments as needed
capacity to build and maintain strong relationships with internal and client personnel
ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
executive presence and ability to act as primary contact on assigned engagements
ability to successfully interact with professionals at all levels
advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services
advanced knowledge of sources of relevant information utilized in tax filings
advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential tax issues



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

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