The Tax Associate is responsible for assisting with the preparation of tax returns and conducting tax research using firm software. They will also support the team with tax compliance, documentation of tax positions, and the preparation of income tax provisions.
Requirements overview
Candidates must hold a Bachelor's degree in Accounting, Finance, Economics, or Statistics, or possess a CPA certification. Strong written and verbal communication skills and the ability to work effectively in a team environment are required.
At BDO, we believe how we show up matters.
The strongest relationships are built when people show up for one another — with care, curiosity, and a commitment to helping each other grow and succeed.
That's how we work with our clients. We take the time to understand their goals, navigate complexity alongside them, and provide the clarity and confidence they need to move forward. Whether facing opportunity, uncertainty, or change, our teams are focused on helping clients achieve what matters most to them.
We bring that same commitment to our people. BDO is a place where talented professionals can grow, take on meaningful challenges, and build rewarding careers alongside colleagues who are invested in their success. By creating opportunities to learn, lead, and make an impact, we help our people achieve what matters most to them — so they can help our clients do the same.
As an ESOP company, we share in each other's success. That ownership mindset strengthens our connection to one another, our clients, and the future we are building — and growing — together.
BDO is the brand name for the BDO network and each of its independent member firms. BDO USA, P.C., a Virginia professional corporation, is the U.S. member of BDO International Limited, a global network of trusted advisors dedicated to helping businesses succeed.
Job Summary:
The Tax Associate, Core Tax Services is responsible for utilizing their
educational background as well as communication and organizational skills by
assisting with the preparation of tax returns and research. In this role, the
Tax Associate, Core Tax Services will be charged with utilizing basic research
skills and working with tax software applications to complete simple tax returns
for review.
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”)
* Applies understanding of client’s unique set of circumstances, documentation,
and/or other requirements mandated by law and prepares required filings (tax
returns) using a system of review and documentation to ensure that the client
is in full compliance, while keeping the client’s tax and reporting burden’s
as low as possible
* Ensures all data needed to comply with filing requirements are collected;
identifies and properly communicates missing items to prepare return
* Utilizes Firm compliance software to maximize efficiency in tax prep process
* Effectively teams with Senior on completion of project (follow-up with Open
items list
* Documents all significant tax positions
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
* Assists with prep and/or review of income tax provisions
Tax Consulting
* Assists with developing, recommending, and implementing efficient and
effective methods to maximize client benefits, especially by decreasing
clients’ current and future taxes
* Applies knowledge of home state corporate, partnership and individual tax
structure and filing requirements in completing assigned work
* Effectively drafts clear and concise general memorandums and correspondence
* Identifies potentially relevant tax issues or opportunities as part of the
tax compliance process
Other duties as required
Supervisory Responsibilities:
* N/A
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 required (or
Authorization to Test for the CPA exam, or equivalent documentation, prior to
start date in your state of employment), required
* Master’s in accountancy or taxation, preferred
Experience:
* Leadership experience, preferred
* Accounting based internship, preferred
License/Certifications:
* Eligible to sit for the CPA exams; progress towards admission to practice in
a U.S. jurisdiction; progress towards Internal Revenue Service Enrolled Agent
(“EA”) (or progress towards the equivalent of one of these designations) upon
starting employment, preferred
Software:
* Proficient with the Microsoft Office Suite, preferred
Language:
* N/A
Other Knowledge, Skills & Abilities:
* Strong written and verbal communication skills
* Ability to follow instructions as directed
* Ability to work effectively in a team setting
* Takes appropriate actions without being asked
* Seeks advice of appropriate superiors regarding issues related to compliance
* Ability to prepare simple tax returns
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: $85,000 - $90,000
Colorado Range: $73,000 - $77,000
Illinois Range: $78,000 - $82,000
Maryland Range: $83,000 - $87,000
Massachusetts Range: $83,000 - $87,000
Minnesota Range: $70,000 - $74,000
New Jersey Range: $78,000 - $82,000
NYC/Long Island/Westchester Range: $83,000 - $87,000
Ohio Range: $71,000 - $75,000
Virginia Range: $83,000 - $87,000
Washington Range: $78,000 - $80,000
Washington DC Range: $83,000 - $87,000
At BDO, how we show up matters. We build strong relationships by supporting one
another, our clients, and our communities with care, curiosity, and a commitment
to helping one another grow and succeed. Here, you’ll find meaningful work,
leaders invested in your success, and opportunities to build a career around
what matters most to you.
Our purpose is to be the people our clients count on to grow with confidence and
achieve what matters most. Our values guide how we bring that purpose to life
each day. Together, they shape how we work with one another, serve our clients,
and create meaningful impact.
BDO provides assurance, tax, and advisory services to clients across the U.S.
and around the world. No matter your role, you’ll be part of a team helping
clients navigate complexity and move forward with clarity.
We are proud to be an ESOP company, offering participants a stake in the firm’s
success through beneficial ownership and a unique opportunity to enhance their
financial well-being. As a qualified retirement plan, the ESOP is a meaningful
addition to our comprehensive compensation and Total Rewards benefits*
offerings. It also reinforces an ownership mindset that strengthens our
connection to one another, our clients, and the future we’re building together.
Learn more about our benefits: BDO Total Rewards encompass more than traditional
benefits. Click here to find out more
[https://insights.bdo.com/rs/116-EDP-270/images/BDO-Benefits-Brochure.pdf]!
*Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
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