Search using our robust engine. Get the recommendations you need to get ahead.
Browse through our expansive list of legal practice areas.
Work where you are or where you would like to be. Find where you will work with LawCrossing.
Use our marketplace to feature your opportunity
Start your search today
Set up your account and manage your company profile on LawCrossing
Look through and compare company profiles
Learn from the legal expert
Discover salaries and the scope of your next job
LawCrossing Works Read Testimonials and Share your Story
Your Brain and Your Career
In-House
Milwaukee, WI, United States
Senior Tax Associate, Core Tax Services
Attorney
Company Review
Full-time
No
Salary Range Commensurate with experience # Senior Tax Associate - Core Tax Services ## Job Summary As a Senior Tax Associate with the Core Tax Services team, you will be 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. You may also be charged with supervising and reviewing the work of Core Tax Services Associates. ## Job Duties * Tax Compliance: * 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 * Research: * 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 * ASC 740-10 (FAS 109 and FIN 48) Tax Accruals: * 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 740-10-55 * Tax Consulting: * 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 * Strategy Development: * Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, ., 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 * Other duties as required ## Supervisory Responsibilities * 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 ## Qualifications, Knowledge, Skills and Abilities ### Education: * 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 ### Experience: * 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 ### License/Certifications: * CPA certification, Attorney (admitted to practice in a . 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 ### Software: * Proficient with the Microsoft Office Suite preferred * Experience with tax research databases and tax compliance process software preferred ### Language: * N/A ### Other Knowledge, Skills & Abilities: * 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 ## About Us BDO delivers assurance, tax, digital technology solutions and financial advisory services to clients throughout the country and around the globe. We offer numerous industry-specific practices, world-class resources, and an unparalleled commitment to meeting our clients’ needs. We currently serve more than 400 publicly traded domestic and international clients. * Unparalleled partner-involvement * Deep industry knowledge and participation * Geographic coverage across the . * Cohesive
Legal
Apr 09, 2024
Jul 23, 2024
Tell us where to send your access instructions: