Job Description

Job Summary:

The Tax Automation & Innovation (Tax AI) Experienced Senior Associate, as a member of the Tax Automation & Innovation team, applies industry knowledge as well as educational background and experience to collaborate with clients of the firm and team members to implement tax automation tools.

The Tax Automation & Innovation Experienced Senior Associate is responsible for networking to build relationships within the organization as well as outside the firm. The role is also responsible for collaborating with Tax AI leadership to assess client tax departments end-to-end and determine the best areas in need of automation across tax data, process, technology, and workforce. Client engagements may include optimization or implementation of existing client tools, custom BDO tax/data solutions, or 3rd party vendor solutions. The Tax AI Senior Associate is charged with participating in engagements under the direction of Tax AI leadership including exposure to the proposal process, scoping phase and design, building, testing, and deployment, as well as assisting in developing training and documentation during the final client hand-off stage. Additional duties include participating in ongoing maintenance and consulting as well as providing support to clients’ post-implementation, such as on-site or virtual “go-live” or close assistance within new systems. It is expected that there will be some form of attendance and participation in various outside networking opportunities throughout the U.S. Other responsibilities may include collaborating with multiple offices within the firm to assist other business line engagement teams in delivering tax solutions to their clients as well as supporting the firm through development of new internal tax solutions or consulting and training on existing internal tax processes, technologies, and applications. 

Job Duties:

Tax Consulting

Seeks to learn the full picture of a client’s tax function and assists in developing unique strategies aligned with business objectives 
Participates in planning or project delivery meetings that may include proposal delivery and solutions workshops or training
Understands work plans for tax consulting projects performed for one's clients
Assists in meeting client expectations
May be involved in gathering client requirements, drafting client requests lists, reviewing client data and workpapers, and redesigning such workpapers and processes as instructed by staff and management
Identifies opportunities and can draft clear and compelling communications around enhancements to tax process, technology, and data challenges
Contributes to establishing internal standards and processes for the practice
Identifies complex data challenges and communicates them to target audience so that relevant issues are clearly understood
Works with Tax AI staff in completion of projects 

Engagement / Project Management

Demonstrates basic project and process management skills; can effectively manage responsibilities associated with multiple complex projects at once as directed by Tax AI leadership 
Takes full ownership of work produced, performs self-review, and seeks review from project managers to mitigate risk and ensure quality, with support from leadership  
Develops understanding of proper scoping and works with Tax AI team as appropriate to ensure client engagement terms are followed
Executes standard project setup procedures, tracks and gains exposure to billing and basic project economic management, including delivering project on time and within budget by utilizing project management and client service skills
Collaborates with project team to measure deliverable milestones and ensure project progress and success

Client Service

Identifies client’s business requirements and expectations at the beginning of a project or engagement
Communicates status to the client in line with the frequency agreed upon; promptly responds to requests and asks questions where appropriate
Supports project teams to help clients navigate complex issues

Other duties as required

Supervisory Responsibilities:

N/A

Qualifications, Knowledge, Skills and Abilities:

Education:

Bachelor's degree required; emphasis in Accounting, Finance, Computer Science, Data Analytics, or Technology, preferred
Graduate degree, preferred

Experience:

Three (3) or more years of experience with technology or tax systems, required
ASC 740 tax accounting, consulting, or income tax compliance, preferred

License / Certifications:

Certification in one or more of the following technologies preferred: Corptax, Longview, Orbitax, OneStream, Thomson Reuters, Alteryx, or Microsoft Power Apps
CPA certification, preferred

Software:

Proficient in Microsoft Excel required; advanced Microsoft Excel skills, preferred
Experience with one or ideally multiple of the below software / tools, preferred

Systems such as Bloomberg, Corptax, Longview, OneStream, Oracle, or Thomson Reuters
RPA tools (UiPath, Power Automate, etc.) 
ETL tools (Alteryx, Power Query, Power Pivot, Tableau Prep, etc.)
Visualization tools (Power BI, Tableau, etc.) 

Other Knowledge, Skills & Abilities:

Demonstrated ability to work well remotely
Solid verbal and written communication skills 
Strong people skills, including training/instruction with professionals at all levels and ability to work in a team
Strong internal and external networking/relationship-building skills
Demonstrated sound decision-making skills
A basic understanding of tax and/or solution development concepts 
A basic knowledge and skill level in engagement management including project management skills and administrative tasks
Ability to complete projects independently
Ability to travel 10-25% of the time