SALT Senior Associate, Unclaimed Property

Full-time

No

515 South Flower Street Suite 1400 Los Angeles, California 90071 United States

Summary:

BDO is currently seeking a Tax Senior, State and Local Tax - Unclaimed Property, with at least 2 years of experience in tax, financial statement auditing or forensic accounting. This role offers a unique opportunity to use tax and accounting skills in a consultative capacity, with a focus on unclaimed property compliance and consulting. The ideal candidate will have excellent research, analytical, and communication skills, as well as experience with project management, reconciliations, and internal controls. They will also have the ability to work independently and as part of a team, manage multiple projects simultaneously, and build strong relationships with clients and colleagues. This role offers a competitive salary, with a national range of $70,000 - $125,000, and opportunities for advancement within the firm.

Job Title: SALT Senior Associate, Unclaimed Property
Department: State and Local Tax
Experience: 2+ years in tax, financial statement auditing, or forensic accounting

Key Responsibilities:

- Conduct research on complex tax issues and maintain knowledge of relevant unclaimed property laws and regulations
- Assist with unclaimed property compliance, including data gathering, reconciliation, exemptions/deferrals, and responding to state notices
- Draft memorandums and opinions on unclaimed property issues and participate in developing policies and procedures
- Represent clients in unclaimed property audits and voluntary disclosures, and assist with identifying planning opportunities
- Utilize software such as FSI Track, Power BI, and Alteryx for data gathering and analysis
- Train and supervise SALT Experienced Associates, Associates, and Interns on relevant software and evaluate their performance
- Manage client expectations and relationships, and participate in networking and business development
- Actively participate in relevant trade organizations and public speaking engagements
- Update CRM entries and project manage multiple clients and projects simultaneously

Qualifications and Skills:

- Bachelor’s degree in Accounting, Business, Economics, or Finance
- CPA certification, Attorney (admitted to practice in a . jurisdiction), or Internal Revenue Service Enrolled Agent (preferred)
- Proficient in Microsoft Office Suite, specifically Excel and Word
- Experience with Power BI, Alteryx, and other tax-related software (preferred)
- Excellent communication, analytical, and organizational skills
- Ability to work independently and as part of a team, manage multiple projects, and build strong relationships with clients and colleagues

Salary Information:

- National Range: $70,000 - $125,000
- NYC/Long Island/Westchester Range: $70,000 - $125,000

About the Company:

BDO is a leading accounting and advisory firm with a global presence in over 160 countries. We are committed to helping people thrive every day and delivering exceptional and sustainable outcomes for our people, clients, and communities. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to ourselves while making a positive difference in the world. We are proud to be an ESOP company, sharing financial growth with our . team and offering a comprehensive compensation and benefits package. We welcome diverse perspectives and empower our team members to explore their full potential, celebrating innovation and resilience in our business practices.

Equal Opportunity Employer, including disability/vets. Click here to find out more!

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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