Job Description

Job Summary


BDOs Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.

As a Senior Associate on our Specialized Tax Services - Tax Performance Engineering (TAXPE) Data and Power Solutions team, you will apply your industry knowledge and experience as we work with companies to implement and optimize their tax reporting processes, data and related tools. Tax-specific software used on projects includes those offered by Thomson Reuters OneSource, Longview, Corptax and Oracle. Complementary software used on projects includes Alteryx, UiPath, Micosoft Power BI, Tableau, Microsoft Power Automate, etc. This role is a hands-on, process, data and technology focused position. The Senior Associate will use foundational knowledge of ASC 740 as well as US and multinational tax reporting challenges to assist clients working with the BDO TAXPE team, focusing on tax data and reporting solutions.

The typical TAXPE project involves a review and analysis of existing company processes, data and use of tax technology, including the use of Microsoft Excel, source systems and other complementary technologies and tools. Projects typically cover the areas of tax planning and forecasting, the income tax provision, income tax compliance, and other areas, including indirect tax reporting and data management. The TAXPE Senior Associate will also assist in preparing process manuals, maps and checklists for the company staff relating to revised processes and use of technologies and tools.

As a Senior Associate, you will support the teams efforts in terms of marketing, networking and business development. This role will be expected to work with other offices within the firm, assisting with enhancing and optimizing our internal tax processes and use of technologies. Other responsibilities may include training at client locations, providing support to clients post implementation, attending various conferences relating to TAXPE initiatives and assisting with the preparation of proposals and fee estimates for projects.

Qualifications

Education
- Bachelors degree in Accounting, Economics, Statistics, Computer Science or Technology, required
- Masters degree, preferred

Experience
- Two (2) or more years of work experience in accounting, information technology or consulting, required
- Experience implementing tax automation tools/systems, preferred

License(s)/Certification(s)
- CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (EA) (or the equivalent of one of these designations) or Alteryx, RPA or other Analytics software certification, preferred
Software
- Proficiency in Microsoft Office Suite, required
- Exposure to and knowledge of the leading tax provision tools Oracle, Longview, Thomson Reuters OneSource and Corptax, preferred
- Proficiency in Alteryx or comparable ETL tools (Power Query, Power Pivot, Tableau Prep, etc.), preferred
- Exposure to leading RPA tools (UiPath, Blue Prism, PowerAutomate, Automation Anywhere, WinAutomation, etc.), preferred
- Exposure to visualization tools (Power BI, Tableau, Qlik, etc.), preferred

Other Knowledge, Skills & Abilities
- Demonstrated ability to work well remotely with minimal supervision
- Annual and Interim income tax provision [ASC740]
- US Federal & State/Local tax compliance
- International aspects of the US tax compliance filing requirements
- Interest in Microsoft SharePoint, RPA (Robotics), Alteryx and various Analytics tools as it relates to tax processes and reporting
- Non-US tax reporting requirements, including IFRS reporting, a plus
- Exposure to engagement management including but not limited to, preparation of budgets, project plans, engagement letters, billing and collection, etc.
- Ability to visualize the big picture and avoid getting caught up in details
- Ability to handle routine questions from clients with respect to their use of the tools, involving others on the team, as needed
- Understands proper scoping and works with team as appropriate to ensure engagement terms are followed
- Ability to handle multiple and diverse projects and client expectations simultaneously to deliver project on time and within budget
- Possesses proven solid verbal and written communication skills
- Possesses excellent people skills, including training/instruction with professionals at all levels
- Possesses executive presence - needs to be able to be primary contact for the client, prepare and conduct presentations to clients and potential clients
- Possesses client development/relationship-building skills
- Possesses excellent decision-making skills
- Ability to travel required
- Ability to work within teams
- Ability and willingness to learn other tools as they are released or as we are asked to implement or enhance

Multiple Locations

Akron, Anchorage, Atlanta, Austin, Baltimore, Boston, Boulder, Charlotte, Chicago, Cleveland, Columbia, Columbus, Columbus (BSC), Dallas, Denver, Des Plaines, Detroit, Fort Lauderdale, Fort Worth, Gardner, Grand Rapids, Grand Rapids (BSC), Greater Philadelphia, Greater Washington D.C - Potomac, Greater Washington D.C. - McLean, Greeley, Greenville, Harrisburg, High Point_BDO Collections, Houston, Indianapolis, Jacksonville, Kalamazoo, Lakeland, Laramie, Las Vegas, Las Vegas - 6100 Elton, Long Island, Los Angeles, Madison, Madison 8383, Marlton, McLean, Memphis, Miami, Milwaukee, Minneapolis, Nashville, New York, Norfolk, Oak Brook, Orange County, Orlando, Philadelphia, Phoenix, Pittsburgh, Raleigh, Reno, Richmond, Rosemont, Salt Lake City, San Antonio, San Diego, San Francisco, San Jose, Seattle, Seattle 601, Spokane, St. Louis, Stamford, Tampa Bay, Tulsa, Washington, DC, West Palm Beach, Wilmington, Winter Haven, Woodbridge