SALT Senior Associate, Unclaimed Property

Full-time

No

515 S. Flower Street, Suite 100, Los Angeles, CA 90071, United States of America
Company BDO USA, LLP
Employment Type Experienced
Job Level Associate

SEO Friendly Job Title:
SALT Senior Associate - Unclaimed Property

H1:
Join Our Team as a SALT Senior Associate, Specializing in Unclaimed Property

H2:
Become a Part of BDO's Purpose-Driven Culture as a Tax Senior, State and Local Tax - Unclaimed Property

Salary Information:
Individual salaries offered to candidates are determined based on qualifications, experience, skills, and geography. The national salary range for this position is $70,000 - $125,000, with the same range for the NYC/Long Island/Westchester area.

Job Summary:
The Tax Senior, State and Local Tax - Unclaimed Property, is responsible for providing clients with tax and accounting advice related to unclaimed property compliance and consulting. This role requires a unique combination of tax and accounting skills, as well as project management, problem-solving, and communication abilities. The Tax Senior will also work with leadership to recommend alternate courses of action and identify different methods of complying with unclaimed property regulations. They will also be responsible for managing client expectations and deliverables, as well as participating in presentations to clients and states.

Job Duties:
- Conduct research on complex tax situations and stay up-to-date with relevant unclaimed property laws and regulations
- Assist with unclaimed property compliance by obtaining and analyzing data, preparing returns, and identifying exemptions/deferrals
- Draft memorandums and opinions on escheat issues and participate in developing planning processes and procedures
- Represent clients in unclaimed property audits and voluntary disclosures
- Utilize software and systems for data gathering and analysis, and participate in technology enhancements for the unclaimed property group
- Manage multiple clients and projects simultaneously, while maintaining relationships with internal and client personnel

Qualifications, Knowledge, Skills and Abilities:
- Bachelor's degree in Accounting, Business, Economics, or Finance
- Two or more years of prior experience in tax, financial statement auditing, or forensic accounting in a public accounting firm or in-house organization
- CPA certification, Attorney, or Internal Revenue Service Enrolled Agent preferred
- Proficient in Microsoft Office Suite, with experience in other tax-related software preferred
- Excellent communication, analytical, and organizational skills
- Ability to work independently and in a team environment, while meeting project deadlines
- Proven ability to manage a team and delegate work assignments
- Strong knowledge of tax standards and relevant information sources
- Executive presence and ability to act as primary contact on assigned engagements
- Active involvement in relevant trade organizations and public speaking events

About BDO:
BDO is a purpose-driven organization that values individuality and prioritizes making meaningful connections. We offer flexibility, opportunities for advancement, and a culture centered around curiosity and making a positive difference in the world. Our professionals provide assurance, tax, and advisory services to clients across the . and in over 160 countries. BDO is proud to be an ESOP company, sharing financial growth with our . team. As an Equal Opportunity Employer, we are committed to diversity and celebrating ingenuity and innovation in our team.

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