Senior Tax Associate, Core Tax Services

3 weeks ago

Chicago, United States BDO Full time

Job Summary:

A Core Tax Services Senior Associate 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 Core Tax Services Senior Associate 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



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



ASC 740-10 (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
* Identify and discuss uncertain positions with team members
* Review & prepare footnote disclosures in compliance with 740-10-55



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



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:

* Bachelors degree in Accounting, Finance, Economics or Statistics required OR Bachelor's degree in other focus area and CPA certification 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

  • Senior Tax Associate, Core Tax Services

    4 days ago

    Chicago, Illinois, United States BDO USA, LLP Full time

    Job Summary:A Core Tax Services Senior Associate 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...

  • Associate - Tax Services - 2025 - (Hybrid)

    5 days ago

    Chicago, United States Andersen Tax Full time

    The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark...

  • Associate - Tax Services - 2025 - (Hybrid)

    8 hours ago

    Chicago, United States Andersen Tax Full time

    The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark...

  • Tax Senior Manager, Pass-Through, Core Tax Services

    3 weeks ago

    Chicago, IL, United States BDO International Full time

    Job Summary:The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners.Job Duties:Performs tax planning, preparation and research for pass through entities (S-corps, LLCs, Partnerships) and the business owners’ individual returns, which may include estates,...

  • Senior Tax Associate

    3 days ago

    Chicago, United States Atticus Recruiting Inc Full time

    Our client, a successful and growing Chicago-based business law boutique, is looking for a senior (4-6yrs) tax associate to join its practice. Strong academic credentials and tax experience in the areas of real estate transactions, securities, bankruptcy and/or restructuring are required. This is an excellent opportunity to join top lawyers from highly...

  • Tax Senior Associate

    3 days ago

    Chicago, United States CohnReznick Full time

    As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Tax Senior Associate to join the team in our...

  • Tax Senior Associate

    4 days ago

    Chicago, Illinois, United States FORVIS Full time

    General informationNameTax - Senior AssociatePosting TitleTax Senior AssociateRef #2229920Date PublishedTuesday, February 20, 2024CityChicagoStateIllinoisCountryUnited StatesJob CategoryTaxDepartmentTaxOfficeChicago ILAdvertised LocationUS-IL-Chicago, US-IL-ChicagoWorking timeFull TimeDescription & RequirementsAs a Tax Senior Associate at FORVIS, you value...

  • Tax Senior Associate

    4 days ago

    Chicago, United States CohnReznick LLP Full time

    As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Tax Senior Associate to join the team in our...

  • Experienced Tax Senior

    3 weeks ago

    Chicago, United States BDO Full time

    Job Summary: An Experienced Tax Senior 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...

  • Tax Senior Associate

    4 days ago

    Chicago, United States FORVIS, LLP Full time

    Tax Senior Associate Location: Chicago, IL, USA Apply Company Profile: At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their...

  • Tax Senior Manager, International Tax Services

    3 weeks ago

    Chicago, IL, United States BDO International Full time

    Job Summary:An International Tax Senior Manager is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations.   In this role, the  International Tax Senior Manager will be charged with marketing,...

  • Tax Senior Associate

    3 days ago

    Chicago, United States FORVIS, LLP Full time

    Tax Senior Associate Location: Chicago, IL, USA Apply Company Profile: At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills...

  • Experienced Tax Senior

    3 days ago

    Chicago, United States BDO USA, LLP Full time

    Job Summary: An Experienced Tax Senior 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...

  • Tax Senior Associate

    3 weeks ago

    Chicago, United States Forvis Full time

    Description & Requirements As a Tax Senior Associate at FORVIS, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You will provide authentic support to your teammates and clients and communicate regularly with them to understand their businesses...

  • Tax Senior Associate

    4 weeks ago

    Chicago, United States FORVIS Full time

    Description & Requirements As a Tax Senior Associate at FORVIS, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You will provide authentic support to your teammates and clients and communicate regularly with them to understand their...

  • Tax Senior Associate

    4 days ago

    Chicago, Illinois, United States EisnerAmper Full time

    Tax Senior Associate - Private Client Services Chicago, IL, USA Req #454Tuesday, August 15, 2023EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face...

  • Tax Senior Associate

    1 day ago

    Chicago, Illinois, United States EisnerAmper Full time

    Tax Senior Associate - Private Client Services Chicago, IL, USA Req #454Tuesday, August 15, 2023EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face...

  • Senior Tax Associate

    4 weeks ago

    Chicago, United States NDH Group Ltd Full time

    Senior Tax Associate NDH Advisors LLC (“NDH”) is a Chicago-headquartered public accounting firm offering best-in-class tax, accounting, and personal finance services to dynamic businesses, high net-worth individuals, and family offices throughout the United States. With offices in Chicago, Kansas City, Houston, and Philadelphia, we are seeking an...

  • Senior Tax Manager

    1 month ago

    Chicago, United States Cdhcpa Full time

    The Senior Tax Manager has shared responsibility for the overall operation of the Firm’s Tax department from a staff management, project service and delivery perspective. The Senior Tax Manager oversees the preparation and delivery of firm tax engagements, serving as the primary contact with clients, responsible for expanding the Firm’s Tax department...

  • Tax Senior

    2 weeks ago

    Chicago, United States USI Insurance Services Full time

    Chicago, IL; Schaumburg, IL; Denver Metropolitan Area, CO - On-site Make your mark. Go beyond the numbers, do something different by developing rapport with clients and making a difference. Whether you intend to specialize or would rather gain exposure across many service lines, you won’t be limited at Plante Moran. We’ll encourage you to explore diverse...