Job Description

Job Summary

BDO’s 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.

The SALT Experienced Senior Associate, Unclaimed Property, applies industry knowledge and experience to clients by assisting in advising clients of the tax implications and other accounting related matters that affect their business objectives, with an emphasis on unclaimed property compliance and consulting. This is a very unique role that will allow a chosen professional the ability to use their tax and/or accounting skills (e.g., project management, reconciliation skills, financial auditing skills, accounting skills, problem solving skills, internal controls, process/system enhancements etc.) in a consultative capacity where sporadic data sets are obtained analyzed and modeled. The SALT Experienced Senior Associate, Unclaimed Property, will work with leadership to recommend alternate courses of action, as well as identify different methods of complying with unclaimed property statutes and regulations. In this role, the person will be charged with project management, participating in presentations to clients and states, coordinating compliance, audit defense and VDAs and other consulting engagements, managing client expectations and deliverables, working with leadership on marketing, networking and business development and recognizing potential changes in unclaimed property policy and applying new policies to compliance and consulting engagements. In addition, the SALT Experienced Senior Associate, Unclaimed Property, will work with the Core Tax and Audit Partners, Directors, and Senior Managers to provide SALT expertise to their clients.

Qualifications

Education:
- Bachelor degree required. Accounting major preferred

Experience:
- Three (3) or more years of prior experience in tax, financial statement auditing or forensic accounting in a public accounting firm, required

License/Certifications:
- 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), preferred

Software:
- Proficient in the use of Microsoft Office Suite, specifically Excel and Word, required
- Experience with Power BI, Alteryx, and other software, preferred

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