SALT Senior Associate, Unclaimed Property

Full-time

No

Los Angeles, CA, United States of America
Company BDO

BDO is seeking a SALT Senior Associate, Unclaimed Property to join their team in Los Angeles, CA. This role will involve advising clients on tax implications and other accounting matters related to unclaimed property compliance and consulting. The ideal candidate will have experience in tax, financial statement auditing, or forensic accounting and hold a Bachelor's degree in Accounting, Business, Economics, or Finance. A CPA certification, Attorney (admitted to practice in a . jurisdiction), or Internal Revenue Service Enrolled Agent (EA) is preferred. Proficiency in Microsoft Office Suite, specifically Excel and Word, is required, and experience with Power BI, Alteryx, and other software is preferred. The salary for this position ranges from $70,000 to $125,000, depending on qualifications, experience, skills, and geography.

Job Duties:

- Conduct research and analyze complex issues related to unclaimed property compliance and consulting.
- Obtain and manipulate data from clients to prepare annual escheat returns.
- Draft memorandums, opinions, and other documentation on escheat issues.
- Represent clients in unclaimed property audits and voluntary disclosures.
- Utilize various software and maintain working knowledge of GL systems.
- Project manage multiple clients and projects simultaneously.
- Train and supervise SALT Experienced Associates, Associates, and Interns.
- Deliver performance feedback and complete evaluations for team members.
- Build and maintain relationships with internal and client personnel.
- Participate in learning and executing technology enhancements for the unclaimed property group.
- Update CRM entries and manage client expectations.
- Actively involved in relevant trade organizations and public speaking events.
- Assist with the development of consultative selling strategies.
- Collaborate with Core Tax and Audit partners, directors, and senior managers to provide SALT expertise to clients.
- Stay up-to-date on relevant unclaimed property statutory, regulatory, and case law changes.

Qualifications:

- Bachelor's degree in Accounting, Business, Economics, or Finance.
- Two or more years of experience in tax, financial statement auditing, or forensic accounting in a public accounting firm or in-house organization.
- CPA certification, Attorney (admitted to practice in a . jurisdiction), or Internal Revenue Service Enrolled Agent (EA) preferred.
- Proficiency in Microsoft Office Suite, specifically Excel and Word.
- Experience with Power BI, Alteryx, and other software preferred.
- Excellent verbal and written communication skills.
- Strong analytical and research skills.
- Ability to meet project deadlines and work independently or in a team environment.
- Capacity to manage a team and delegate work assignments as needed.
- Executive presence and ability to act as the primary ,000
- NYC/Long Island/Westchester Range: $70,000 - $125,000

About BDO:

BDO is a leading global accounting and advisory organization that provides assurance, tax, and advisory services for a diverse range of clients across the . and in over 160 countries through its global organization. At BDO, their purpose is to help people thrive every day, and they are committed to delivering exceptional experiences to middle market leaders. They welcome diverse perspectives, empower team members to explore their full potential, and celebrate ingenuity and innovation to transform their business and help their clients transform theirs. BDO is an ESOP company, reflecting a culture that puts people first by sharing financially in the firm's growth with their . team. They offer flexibility, opportunities for advancement, and a culture centered around making meaningful connections, approaching interactions with curiosity, and being true to oneself. BDO is an equal opportunity employer, including disability/vets. Click here to find out more about 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

Legal