State and Local Tax Unclaimed Property Associate - Summer 2024

Full-time

No

Travel Requirements 0%


H1: Join BDO as a SALT Unclaimed Property Associate in Philadelphia!
H2: Work with a Leading Accounting Firm and Make a Difference in the World

BDO, a top accounting and advisory firm, is seeking a State and Local Tax Unclaimed Property Associate for a unique and exciting role in Philadelphia. This position offers the opportunity to utilize your tax and accounting skills in a consultative capacity, working with a team of experienced professionals to provide clients with expert advice on unclaimed property compliance and consulting.

The SALT Associate, Unclaimed Property, will be responsible for conducting research, assisting with compliance and consulting engagements, and utilizing various tax-related software. They will also have the opportunity to work with leadership on marketing, networking, and business development, and participate in presentations to clients and states.

This position requires a Bachelor's degree in Accounting, Finance, or Statistics, or a Bachelor's degree in another focus area with a CPA certification. Leadership experience and an accounting-based internship are preferred. The ideal candidate will also be eligible to sit for the CPA exams and have experience with Microsoft Office Suite, Power BI, Alteryx, and other software.

At BDO, we value our employees and offer competitive salaries based on qualifications, experience, skills, and location. The salary range for this position is between $65,000 and $110,000 in California, New York City/Valhalla, and Washington.

Join us at BDO, where you will find more than a career. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself while making a positive difference in the world. We are committed to delivering exceptional experiences to middle market leaders and empowering team members to explore their full potential.

BDO is proud to be an ESOP company, reflecting a culture that puts people first. Our Employee Stock Ownership Plan offers participants a stake in the firm's success and a unique opportunity to enhance their financial well-being. We are committed to diversity and inclusion and celebrate ingenuity and innovation to transform our business and help our clients transform theirs.

If you are looking for a fulfilling career with a leading accounting firm, apply now to join BDO as a SALT Unclaimed Property Associate in Philadelphia. Click here to find out more about our company and the benefits we offer. Don't miss the chance to make a difference and grow your career with BDO!

job duties:

research
identifies complex situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted
analyzes researched facts and the sources utilized prior to composing a detailed report of the research findings
routinely keeps abreast of latest relevant unclaimed property statutory, regulatory and case law changes
unclaimed property compliance
partner with national up team and more experienced team members and while under their supervision conduct or perform the following task:
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
works with unclaimed property leadership to identify appropriate b2b and other exemptions/deferrals
performs reconciliations on data gathered to data reported under the guidance of unclaimed property leadership
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
partner with national up team and more experienced team members and while under their supervision conduct or perform the following task:
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
actively involved in relevant trade organizations and public speaking, networking events where appropriate
routinely updates crm entries
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; progress towards internal revenue service enrolled agent (“ea”) (or progress towards the equivalent of one of these designations) upon starting employment, preferred

software:

proficient in the use of microsoft office suite, specifically excel and word, preferred
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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