SALT Senior Associate, Unclaimed Property

Min 2 yrs required

Full-time

No

2020 Main Street, Suite 900, Irvine, California, 92614, United States of America, BDO USA, LLP

As a SALT Senior Associate, Unclaimed Property, you will be responsible for researching and analyzing complex tax issues related to unclaimed property compliance and consulting. This unique role offers the opportunity to use your tax and/or accounting skills in a consultative capacity, working with sporadic data sets to provide valuable insights and recommendations to clients. You will also have the opportunity to work with leadership on marketing, networking, and business development, as well as staying up-to-date on relevant unclaimed property statutory, regulatory, and case law changes. The ideal candidate will have a Bachelor's degree in Accounting, Business, Economics, or Finance, along with two or more years of prior experience in tax, financial statement auditing, or forensic accounting. A CPA certification, Attorney (admitted to practice in a . jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) certification is preferred. Proficiency in Microsoft Office Suite, specifically Excel and Word, is required, and experience with Power BI, Alteryx, and other software is preferred.

In this role, you will:

Conduct research on complex tax issues related to unclaimed property compliance and consulting, utilizing appropriate sources of information.
Work with clients and state authorities to ensure compliance with unclaimed property statutes and regulations.
Prepare annual escheat returns and identify appropriate exemptions/deferrals.
Participate in developing policy and procedures, addressing internal controls, and representing clients on unclaimed property audits and voluntary disclosures.
Utilize software such as FSI Track, tax research databases, and GL systems (SAP, Oracle, etc.) in the completion of assigned tasks.
Manage client expectations and deliverables, and assist with client refund review process.
Actively participate in relevant trade organizations and public speaking events to stay current on industry developments.
Train and supervise SALT Experienced Associates, Associates, and Interns on relevant software and evaluate their performance.
Build and maintain strong relationships with internal and client personnel.
Manage multiple clients and projects simultaneously, and assist with consultative selling strategies.
Utilize your superior analytical and research skills, along with excellent communication and organizational skills, to successfully meet project deadlines and handle multiple tasks.

At BDO, our purpose is to help people thrive every day. We offer a flexible and inclusive work environment where you can make meaningful connections, approach interactions with curiosity, and be true to yourself. Our culture is centered around making a positive difference in the world, and we are committed to delivering exceptional experiences to our clients, our people, and our communities. As an ESOP company, we share the financial success of our growth with our . team, and offer a comprehensive compensation and Total Rewards benefits package. We are dedicated to diversity and inclusion, and welcome diverse perspectives and experiences to empower our team members to explore their full potential. Join us at BDO and be a part of a team that celebrates ingenuity, innovation, and resilience to positively impact our people, clients, and communities.

SEO friendly job title: SALT Senior Associate, Unclaimed Property
H1: Join Our Team as a SALT Senior Associate, Unclaimed Property at BDO USA, LLP
H2: Research, Compliance, and Consulting Opportunities Available

Bold Headlines:
- Tax Senior - Unclaimed Property: Apply Your Skills in a Unique Role
- Join BDO as a SALT Senior Associate and Make a Positive Impact
- Use Your Tax and Accounting Skills in a Consultative Capacity at BDO
- Advance Your Career with Opportunities for Growth and Advancement
- BDO: Where Your Work is Valued and Your Individuality is Celebrated
- Enhance Your Financial Well-Being with our ESOP and Total Rewards Benefits
- Join a Culture of Making Meaningful Connections and Being True to Yourself
- BDO: Helping People Thrive Every Day, Together
- Build Your Expertise and Relationships in a Diverse and Inclusive Environment
- Make a Difference in the World with BDO’s Focus on Resilience and Sustainability

Not specified

Flexible work options, opportunities for advancement, ESOP company, comprehensive compensation and Total Rewards benefits, annual allocation to ESOP, diverse perspectives, empowerment, industry knowledge, resources, quality, resilience and sustainability focus.

Not specified

Tax, Accounting, Project Management, Reconciliation, Financial Auditing, Internal Controls, Process/System Enhancements, Consultative Selling, Sporadic Data Analysis, Escheat Returns, FSI Track, BDO Global Portal, B2B Exemptions/Deferrals, Notice Response, Due Diligence Letters, Client Payment Processing, Exam Support, Tax Research, GL Systems, Technology Enhancements, Microsoft Office Suite, Power BI, Alteryx, Verbal and Written Communication, Analytical and Research Skills, Organizational Skills, Multi-tasking, Team Management, Relationship Building, Professional Development, Tax Standards, Tax Filings, Cause/Effect Analysis

Bachelor's Degree in Accounting, Business, Economics, or Finance

Interested candidates should apply through the company's website or job posting.

Qualification and Experience Bachelor's Degree in Accounting, Business, Economics, or Finance, CPA Certification, Attorney or Internal Revenue Service Enrolled Agent (EA) preferred

Legal