SALT Senior Associate, Unclaimed Property

Full-time

No

Job Shift Day Shift
Locations 2020 Main Street, Suite 600, Irvine, California 92614, United States; 515 South Flower Street, Suite 3500, Los Angeles, California 90071, United States
Travel Requirements 10%


Job Title: SALT Senior Associate, Unclaimed Property
Salary Range: $70,000 - $125,000
Experience: 2+ years in tax, financial statement auditing or forensic accounting

Job Summary:
- Utilizes tax and accounting skills in a consultative capacity for unclaimed property compliance and consulting
- Works with leadership to recommend alternate courses of action and identify methods of complying with unclaimed property statutes and regulations
- Provides SALT expertise to clients through collaboration with Core Tax and Audit Partners, Directors, and Senior Managers

Job Duties:
- Conducts research on complex situations and analyzes researched facts to compose detailed reports
- Obtains and manipulates data from clients for preparation of annual escheat returns
- Drafts documentation on various escheat issues and participates in developing policies and procedures
- Represents clients on unclaimed property audits and voluntary disclosures
- Assists with identifying gift card planning opportunities and implementing them
- Utilizes various software and systems for data gathering and analysis

Supervisory Responsibilities:
- May supervise SALT Experienced Associates and Associates on assigned engagements and review their work product
- Evaluates performance and provides feedback for SALT Experienced Associates, Associates, and Interns

Qualifications:
- 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
- Proficiency in Microsoft Office Suite, Excel, and Word required

About the Company:
- BDO delivers assurance, tax, digital technology solutions and financial advisory services globally
- Offers industry-specific practices, world-class resources, and an unparalleled commitment to meeting clients' needs
- Member of BDO International, the world's fifth largest accounting network
- Offers a competitive Total Rewards package including pay, annual performance bonus, 401k plan, comprehensive insurance, paid time off, and more.
- Honored with workplace awards such as 100 Best Companies for Working Parents, Working Mother 100 Best Companies, and Top Entry Level Employer.

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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