In this role, the Tax Senior, Core Tax Services may be charged with supervising and reviewing the work of Core Tax Services Associates. Job Duties: * Tax Compliance * Ensures both that (a) clients ...
In this role, the Tax Senior, Core Tax Services may be charged with supervising and reviewing the work of Core Tax Services Associates. Job Duties: * Tax Compliance * Ensures both that (a) clients ...
In this role, the Tax Senior, Core Tax Services may be charged with supervising and reviewing the work of Core Tax Services Associates. Job Duties: * Tax Compliance * Ensures both that (a) clients ...
In this role, the Tax Senior, Core Tax Services may be charged with supervising and reviewing the work of Core Tax Services Associates. Job Duties: * Tax Compliance * Ensures both that (a) clients ...
... Associates. Job Duties: Tax Compliance * Ensures both that (a) clients comply with all applicable ... Meets internal deadlines to match the client expectations for timely delivery of service
... Associates. Job Duties: Tax Compliance * Ensures both that (a) clients comply with all applicable ... Meets internal deadlines to match the client expectations for timely delivery of service
... Associates. Job Duties: Tax Compliance * Ensures both that (a) clients comply with all applicable ... Meets internal deadlines to match the client expectations for timely delivery of service
... Associates. Job Duties: Tax Compliance * Ensures both that (a) clients comply with all applicable ... Meets internal deadlines to match the client expectations for timely delivery of service
Tax Senior Associate, Asset Management
$81K - $164K/yr
... Associate to join our Business Tax Services practice. Responsibilities ... Provide tax compliance and advisory services to pass-through entities and partnerships and for a ...
Tax Senior Associate, Asset Management
$81K - $164K/yr
... Associate to join our Business Tax Services practice. Responsibilities ... Provide tax compliance and advisory services to pass-through entities and partnerships and for a ...
(Remote) Tax Senior Associate
Denver, CO · On-site +1
$83K - $103K/yr
Tax Services. Our in-house, fully-integrated tax team prepares and files our clients' tax returns ... The Tax Senior Associate will work alongside our current Tax team (two Tax Advisors and two Tax ...
(Remote) Tax Senior Associate
Denver, CO · On-site +1
$83K - $103K/yr
Tax Services. Our in-house, fully-integrated tax team prepares and files our clients' tax returns ... The Tax Senior Associate will work alongside our current Tax team (two Tax Advisors and two Tax ...
Tax Senior Associate, Hedge Funds
$83K - $104K/yr
KPMG is currently seeking a Tax Senior Associate to join our Business Tax Services practice ... Provide tax compliance and advisory services to pass-through entities and partnerships and for a ...
Tax Senior Associate, Hedge Funds
$83K - $104K/yr
KPMG is currently seeking a Tax Senior Associate to join our Business Tax Services practice ... Provide tax compliance and advisory services to pass-through entities and partnerships and for a ...
Tax Senior Associate, Hedge Funds
Denver, CO · On-site
$83K - $104K/yr
KPMG is currently seeking a Tax Senior Associate to join our Business Tax Services practice ... Provide tax compliance and advisory services to pass-through entities and partnerships and for a ...
Tax Senior Associate, Hedge Funds
Denver, CO · On-site
$83K - $104K/yr
KPMG is currently seeking a Tax Senior Associate to join our Business Tax Services practice ... Provide tax compliance and advisory services to pass-through entities and partnerships and for a ...
Tax Senior Associate, Asset Management
$83K - $104K/yr
KPMG is currently seeking a Tax Senior Associate to join our Business Tax Services practice ... Provide tax compliance and advisory services to pass-through entities and partnerships and for a ...
Tax Senior Associate, Asset Management
$83K - $104K/yr
KPMG is currently seeking a Tax Senior Associate to join our Business Tax Services practice ... Provide tax compliance and advisory services to pass-through entities and partnerships and for a ...
Tax Senior Associate, Asset Management
$83K - $104K/yr
... Associate to join our Business Tax Services practice. Responsibilities ... Provide tax compliance and advisory services to pass-through entities and partnerships and for a ...
Tax Senior Associate, Asset Management
$83K - $104K/yr
... Associate to join our Business Tax Services practice. Responsibilities ... Provide tax compliance and advisory services to pass-through entities and partnerships and for a ...
Tax Senior Associate, Asset Management (Remote Option)
Denver, CO · On-site +1
$81K - $164K/yr
KPMG is currently seeking a Tax Senior Associate to join our Business Tax Services practice ... Provide tax compliance and advisory services to pass-through entities and partnerships and for a ...
Tax Senior Associate, Asset Management (Remote Option)
Denver, CO · On-site +1
$81K - $164K/yr
KPMG is currently seeking a Tax Senior Associate to join our Business Tax Services practice ... Provide tax compliance and advisory services to pass-through entities and partnerships and for a ...
Senior Associate, Pass‑Through Taxation
$83K - $104K/yr
KPMG is currently seeking a Tax Senior Associate to join our Business Tax Services practice ... Provide tax compliance and advisory services to pass-through entities and partnerships and for a ...
Senior Associate, Pass‑Through Taxation
$83K - $104K/yr
KPMG is currently seeking a Tax Senior Associate to join our Business Tax Services practice ... Provide tax compliance and advisory services to pass-through entities and partnerships and for a ...
Client Service Associate
Denver, CO · On-site
Client Service Associate Location: Denver, CO Compensation: Starting at $70,000 Company Description ... Acts as a liaison with tax professionals during tax season. * Initiates and executes all money ...
Quick apply
Client Service Associate
Denver, CO · On-site
Client Service Associate Location: Denver, CO Compensation: Starting at $70,000 Company Description ... Acts as a liaison with tax professionals during tax season. * Initiates and executes all money ...
Client Service Associate
Denver, CO · On-site
$70K/yr
Client Service Associate Location: Denver, CO Compensation: Starting at $70,000 Company Description ... Acts as a liaison with tax professionals during tax season. * Initiates and executes all money ...
Client Service Associate
Denver, CO · On-site
$70K/yr
Client Service Associate Location: Denver, CO Compensation: Starting at $70,000 Company Description ... Acts as a liaison with tax professionals during tax season. * Initiates and executes all money ...
Customer Service Associate
Fort Collins, CO · On-site
$19.50 - $22.50/hr
The Customer Service Associate (CSA) is responsible for creating a positive first impression ... You can contribute pre-tax or after-tax (Roth) towards your retirement savings. * Flexible Spending ...
Customer Service Associate
Fort Collins, CO · On-site
$19.50 - $22.50/hr
The Customer Service Associate (CSA) is responsible for creating a positive first impression ... You can contribute pre-tax or after-tax (Roth) towards your retirement savings. * Flexible Spending ...
The Customer Service Associate (CSA) is responsible for creating a positive first impression ... You can contribute pre-tax or after-tax (Roth) towards your retirement savings. * Flexible Spending ...
Quick apply
The Customer Service Associate (CSA) is responsible for creating a positive first impression ... You can contribute pre-tax or after-tax (Roth) towards your retirement savings. * Flexible Spending ...
Customer Service Associate
Fort Collins, CO · On-site
$19.50 - $22.50/hr
The Customer Service Associate (CSA) is responsible for creating a positive first impression ... You can contribute pre-tax or after-tax (Roth) towards your retirement savings. * Flexible Spending ...
Customer Service Associate
Fort Collins, CO · On-site
$19.50 - $22.50/hr
The Customer Service Associate (CSA) is responsible for creating a positive first impression ... You can contribute pre-tax or after-tax (Roth) towards your retirement savings. * Flexible Spending ...
Industry/Sector Not Applicable Specialism General Tax Consulting Management Level Senior Associate & Summary The Opportunity As a Specialized Tax Services - Research & Development Tax - Senior ...
Industry/Sector Not Applicable Specialism General Tax Consulting Management Level Senior Associate & Summary The Opportunity As a Specialized Tax Services - Research & Development Tax - Senior ...
Specialized Tax Services - Energy Incentives & Credits Senior Associate
Denver, CO · On-site
$77K - $214K/yr
Industry/Sector Not Applicable Specialism General Tax Consulting Management Level Senior Associate & Summary A career in our Specialised Tax Services practice, within Corporate Tax services, will ...
Specialized Tax Services - Energy Incentives & Credits Senior Associate
Denver, CO · On-site
$77K - $214K/yr
Industry/Sector Not Applicable Specialism General Tax Consulting Management Level Senior Associate & Summary A career in our Specialised Tax Services practice, within Corporate Tax services, will ...
Tax Associate
Denver, CO · Hybrid
$60K - $80K/yr
Tax Associate (1-3 Years Experience) Hybrid | Denver, CO (Greater Remote Flexibility Available) We ... services to its clients. This role is ideal for someone with 1-3 years of public accounting ...
Quick apply
Tax Associate
Denver, CO · Hybrid
$60K - $80K/yr
Tax Associate (1-3 Years Experience) Hybrid | Denver, CO (Greater Remote Flexibility Available) We ... services to its clients. This role is ideal for someone with 1-3 years of public accounting ...
Tax Service Associate information
What is the difference between Tax Service Associate vs Tax Preparer?
| Aspect | Tax Service Associate | Tax Preparer |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may require certification | High school diploma or equivalent; certification optional but beneficial |
| Work Environment | Tax offices, accounting firms, retail locations during tax season | Tax preparation firms, freelance, or self-employed settings |
| Employer & Industry Usage | Used by accounting firms, retail chains, and tax service providers | Used by individual tax preparers, small firms, and freelance professionals |
The main difference is that a Tax Service Associate typically works within larger organizations or retail environments assisting with tax-related tasks, while a Tax Preparer often operates independently or in small firms preparing individual tax returns. Both roles require similar credentials but differ mainly in work setting and scope of responsibilities.
Do you need a CPA to be a tax associate?
How many hours does a tax associate work?
What do you do as a tax associate?
What is the role of a tax associate?
Full-time
Posted 27 days ago
Job description
Job Summary:
The Tax Senior, Core Tax Services is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers, and working with tax software applications to complete tax returns for review. In this role, the Tax Senior, Core Tax Services may be charged with supervising and reviewing the work of Core Tax Services Associates.
Job Duties:
- Tax Compliance
- Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM").
- Manages projects by planning the tax process and the procedures to be performed with quality;
- Answers preparer questions, and coordinates engagement from onset by communicating expectations and procedures with preparers;
- Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues;
- Meets internal deadlines to match the client expectations for timely delivery of service;
- Identifies book-to-tax differences.
- Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM").
- Research
- Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis.
- Applies most Firm and professional standards for preparation of WTA and tax returns.
- Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis.
- ASC 740 (FAS 109 and FIN 48) Tax Accruals
- Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48.
- Prepares provision workpapers and discusses with the appropriate team members;
- Identifies and discusses uncertain positions with team members;
- Reviews & prepares footnote disclosures in compliance with 740-10-55.
- Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48.
- Tax Consulting
- Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes.
- Identifies consulting opportunities to reduce client's tax liability;
- Provides efficient and effective support for client consulting projects;
- Gathers relevant information for controversy work, efficiently and effectively;
- Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files - Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom.
- Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes.
- Strategy Development
- Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.
- May be required to prepare studies of tax implications and offers clients alternative courses of action.
- Other duties as required
Supervisory Responsibilities:
- May supervise and manage the day-to-day work assignments of Core Tax Services Associates
- Provides verbal and written performance feedback to Core Tax Associates, as necessary
- Acts as mentor to Core Tax Services Associates
Qualifications, Knowledge, Skills and Abilities:
Education:
- Bachelor's degree in Accounting, Finance, Economics or Statistics OR Bachelor's degree in other focus area and CPA certification (or Authorization to Test for the CPA exam, or equivalent documentation, prior to start date in your state of employment), required
- Masters in Accountancy or Taxation, preferred
Experience:
- Two (2) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, preferred
- Industry expertise in one or more tax specialty, preferred
- Prior basic supervisory experience, preferred
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
- Possession of other professional degrees or certifications applicable to role, preferred
Software:
- Proficient with the Microsoft Office Suite, preferred
- Experience with tax research databases and tax compliance process software, preferred
Language:
- N/A
Other Knowledge, Skills & Abilities:
- Solid verbal and written communication skills
- Able to follow instructions as directed by members of Tax Team
- Able to prepare simple tax returns
- Takes appropriate actions without being asked
- Seeks advice of appropriate superiors regarding issues, problems related to compliance
- Ability to effectively delegate work as needed
- Trains other team members
- Strong analytical, research and critical thinking skills
- Able to work well in a team environment
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.
California Range: $84,000 - $110,000
Colorado Range: $80,000 - $85,000
Illinois Range: $80,000 - $93,000
Maryland Range: $90,000 - $94,000
Minnesota Range: $75,000 - $84,000
Massachusetts Range: $85,000 - $95,000
New Jersey Range: $82,000 - $112,000
Ohio Range: $81,000 - $95,000
NYC/Long Island/Westchester Range: $100,000 - $118,000
Washington Range: $81,900 - $91,400
Washington DC Range: $93,000 - $98,000
About Us
Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
- Welcoming diverse perspectives and understanding the experience of our professionals and clients
- Empowering team members to explore their full potential
- Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
- Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
- Focus on resilience and sustainability to positively impact our people, clients, and communities
- BDO Total Rewards that encompass so much more than traditional "benefits." Click here to find out more!
*Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
Click here to find out more!
About BDO USA
Sourced by ZipRecruiter
Industry
Accounting services
Company size
5,001 - 10,000 Employees
Headquarters location
Chicago, IL, US
Year founded
1910