SALT Senior Associate, Unclaimed Property

Full-time

No

1888 Century Park E, Los Angeles, California 90067, United States of America
Department SALT
Experience level Experienced (non-manager)
Job type Regular
Education level Bachelor's degree
Job Level Senior Associate
Industry Accounting and Auditing
Employment Type Full-time

Summary:

The SALT Senior Associate, Unclaimed Property, is responsible for advising clients on tax implications and accounting matters related to unclaimed property compliance and consulting. This role requires a professional with experience in tax and accounting, as well as project management, reconciliation, financial auditing, problem solving, and internal controls. The SALT Senior Associate will work closely with leadership to identify potential changes in unclaimed property policy and provide expertise to clients. This role also involves project management, client presentations, compliance, audit defense, and business development. The SALT Senior Associate will also work with Core Tax and Audit Partners, Directors, and Senior Managers to provide SALT expertise to clients.

Job Duties:

- Research complex situations and conduct thorough research to provide detailed reports and recommendations.
- Obtain and manipulate data from clients for annual escheat returns using various software systems.
- Identify and apply appropriate exemptions/deferrals and reconcile data for accurate reporting.
- Respond to notices from state authorities and assist with due diligence and payment processing.
- Draft memorandums and opinions on escheat issues and assist with planning and internal control procedures.
- Represent clients in unclaimed property audits and voluntary disclosures, as well as identify gift card planning opportunities.
- Compile and organize relevant data for analysis and assist with client refunds and remediation procedures.
- Develop exposure quantification models and assist with consultative selling strategies.
- Stay updated on relevant unclaimed property statutory, regulatory, and case law changes.
- Utilize various software systems and maintain knowledge of GL systems.
- Supervise and train SALT Experienced Associates and Associates, evaluate their performance, and provide feedback.
- Manage multiple clients and projects simultaneously and maintain relationships with internal and client personnel.

Qualifications:

- Bachelor's degree in Accounting, Business, Economics, or Finance.
- 2+ years of experience in tax, financial statement auditing, or forensic accounting.
- CPA certification, Attorney (admitted to practice in a . jurisdiction), or IRS Enrolled Agent preferred.
- Proficiency in Microsoft Office Suite, specifically Excel and Word.
- Experience with Power BI, Alteryx, and other software preferred.
- Excellent communication and analytical skills.
- Ability to meet deadlines, multitask, and work independently or in a team environment.
- Strong project management and leadership abilities.
- Executive presence and ability to act as primary ,000.

About the Company:

BDO is a leading accounting and consulting firm that offers assurance, tax, digital technology solutions, and financial advisory services to clients in the . and globally. With a focus on industry-specific practices and a cohesive global network, BDO provides unmatched resources and commitment to meeting clients' needs. The company serves over 400 publicly traded domestic and international clients.

Benefits:

- Competitive pay and annual performance bonus.
- 401k plan with employer match.
- Comprehensive medical, dental, vision, FSA, and prescription insurance.
- Paid Time Off and paid holidays.
- Paid Parental Leave and Adoption Assistance.
- Firm-paid life insurance and wellness programs.
- Additional offerings include BDO Flex, Group Legal insurance, Pet insurance, and Long-Term Care Insurance.

To learn more about BDO's Total Rewards package and workplace awards, click here.

Job Title: SALT Senior Associate, Unclaimed Property
Job Type: Full-time
Job Category: Generalist
Job Level: Senior Associate
Experience Level: Experienced (non-manager)
Education Level: Bachelor's degree
Industry: Accounting and Auditing
Department: SALT
Location: Los Angeles, CA, United States
Salary Range: $70,000 - $125,000

H1: Join BDO as a SALT Senior Associate, Unclaimed Property in Los Angeles, CA
H2: Apply Now for the Opportunity to Work with a Leading Accounting and Consulting Firm!

Bold Headlines:

- SALT Senior Associate, Unclaimed Property
- Unique Role Combining Tax and Accounting Skills
- Join a Leading Accounting and Consulting Firm
- Competitive Salary and Benefits Package
- Opportunity for Growth and Development

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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