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SALT Senior Associate, Unclaimed Property

Full-time 2 views

In-House

Chicago, IL, United States

SALT Senior Associate, Unclaimed Property

Attorney

BDO USA LLP

Company Review

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Full-time

No

Los Angeles, CA, United States

The job of SALT Senior Associate, Unclaimed Property at BDO is a unique role that combines tax and accounting skills in a consultative capacity, with a focus on unclaimed property compliance and consulting. This position offers a salary range of $70,000 - $125,000 and requires a bachelor's degree in Accounting, Business, Economics or Finance, as well as two or more years of experience in tax, financial statement auditing or forensic accounting. The ideal candidate would also have a CPA certification, Attorney or Internal Revenue Service Enrolled Agent designation, and proficiency in Microsoft Office Suite with experience in Power BI, Alteryx, and other software preferred.

Key responsibilities for the SALT Senior Associate, Unclaimed Property include conducting research, managing unclaimed property compliance, and providing consulting services to clients. This includes identifying complex situations, analyzing research findings, and developing relationships with tax authorities. The role also involves obtaining and manipulating data for annual escheat returns, identifying exemptions and deferrals, and assisting with audit defense and voluntary disclosures. The SALT Senior Associate will also be responsible for drafting memorandums and opinions, participating in developing policy and procedures, and representing clients on unclaimed property audits and voluntary disclosures.

In addition, the SALT Senior Associate will work with the Core Tax and Audit Partners, Directors, and Senior Managers to provide SALT expertise to clients. This includes managing client expectations and deliverables, and working with leadership on marketing, networking, and business development. The role also involves staying up-to-date on relevant unclaimed property statutory, regulatory, and case law changes.

The SALT Senior Associate will also have supervisory responsibilities, such as training and evaluating the performance of SALT Experienced Associates, Associates, and Interns. The ideal candidate should have excellent communication and analytical skills, organizational abilities, and the ability to work well in a deadline-driven environment. They should also have the ability to manage a team and build strong relationships with clients and colleagues.

At BDO, our purpose is to help people thrive every day, and we are committed to delivering exceptional experiences to middle market leaders. Our culture is centered around making meaningful connections, empowering team members to explore their full potential, and celebrating ingenuity and innovation. We also prioritize resilience and sustainability to positively impact our people, clients, and communities.

Join us at BDO, where your work will be impactful, and you will be valued for your individuality. We offer flexibility, opportunities for advancement, and a culture that puts people first. BDO is proud to be an ESOP company, reflecting our commitment to sharing financially in our growth and success with our . team. Apply now to join our talented team and make a positive difference in the world.

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

Aug 22, 2024
May 09, 2024
Apr 11, 2024

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Job Feedback

In-House

Attorney

Full-time

Legal

May 09, 2024

Aug 22, 2024

May 09, 2024

Profile

Los Angeles, CA, United States

The job of SALT Senior Associate, Unclaimed Property at BDO is a unique role that combines tax and accounting skills in a consultative capacity, with a focus on unclaimed property compliance and consulting. This position offers a salary range of $70,000 - $125,000 and requires a bachelor's degree in Accounting, Business, Economics or Finance, as well as two or more years of experience in tax, financial statement auditing or forensic accounting. The ideal candidate would also have a CPA certification, Attorney or Internal Revenue Service Enrolled Agent designation, and proficiency in Microsoft Office Suite with experience in Power BI, Alteryx, and other software preferred.

Key responsibilities for the SALT Senior Associate, Unclaimed Property include conducting research, managing unclaimed property compliance, and providing consulting services to clients. This includes identifying complex situations, analyzing research findings, and developing relationships with tax authorities. The role also involves obtaining and manipulating data for annual escheat returns, identifying exemptions and deferrals, and assisting with audit defense and voluntary disclosures. The SALT Senior Associate will also be responsible for drafting memorandums and opinions, participating in developing policy and procedures, and representing clients on unclaimed property audits and voluntary disclosures.

In addition, the SALT Senior Associate will work with the Core Tax and Audit Partners, Directors, and Senior Managers to provide SALT expertise to clients. This includes managing client expectations and deliverables, and working with leadership on marketing, networking, and business development. The role also involves staying up-to-date on relevant unclaimed property statutory, regulatory, and case law changes.

The SALT Senior Associate will also have supervisory responsibilities, such as training and evaluating the performance of SALT Experienced Associates, Associates, and Interns. The ideal candidate should have excellent communication and analytical skills, organizational abilities, and the ability to work well in a deadline-driven environment. They should also have the ability to manage a team and build strong relationships with clients and colleagues.

At BDO, our purpose is to help people thrive every day, and we are committed to delivering exceptional experiences to middle market leaders. Our culture is centered around making meaningful connections, empowering team members to explore their full potential, and celebrating ingenuity and innovation. We also prioritize resilience and sustainability to positively impact our people, clients, and communities.

Join us at BDO, where your work will be impactful, and you will be valued for your individuality. We offer flexibility, opportunities for advancement, and a culture that puts people first. BDO is proud to be an ESOP company, reflecting our commitment to sharing financially in our growth and success with our . team. Apply now to join our talented team and make a positive difference in the world.

Additional info

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

Company info
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