Job
Description
1 BDO RISE Job Description Job Information Job Code: Level: Job Title: My BDO Title: Reports To Position: Department (Name / ID): Tax About BDO RISE BDO RISE stands for round-the-clock international services for excellence and is dedicated to providing exceptional client service in the global economy to BDO USA. Our professionals leverage consistent best practices to delivery outstanding service and solutions. BDO RISE serves BDO USA, which utilizes the services of BDO RISE in delivering its final work product to BDO USA s clients across its Assurance, Tax, Advisory and BDO Digital practices Job Duties A Core Tax professional 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 Associate will act as the main client contact for general questions and information and may be charged with supervising and reviewing the work of Core Tax Services Associates. Qualifications, Knowledge, Skills and Abilities Qualifications Bachelors degree in Accounting or other relevant field required Masters degree in Accounting beneficial, masters degree in taxation preferred Experience 8 to 10 years of prior experience in working on Form 1040 (High Net Worth Individuals) Prior experience in working on K-1 s, Form 1040 (HNI), 1041, Gift Tax Return, 990 PF Proficient in K-1 reclassifications and sale of PTP K-1 s Extensive experience in reviewing US individual client tax returns and capable of performing managerial-level reviews on US individual tax filings. Prior experience with individual tax return experience (Form 1040) Prior basic supervisory experience preferred Foundation of basic accounting skills including trial balance and journal entries Understanding of financial statements and the underlying supporting workpapers CPA, EA would be added advantage Software Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat Experience in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, Prosystems, CCH, SurePrep or comparable programs and standard tax workpapers Other Knowledge, Skills Abilities Solid verbal and written communication skills Ability to follow instructions as directed by members of Tax Team Ability to prepare simple tax returns Takes appropriate actions without being asked Seeks advice of appropriate superiors regarding issues, problems related to compliance L6 Manager - Tax Associate Director/Director 2 Ability to effectively delegate work as needed Trains other team members Strong analytical, research and critical thinking skills Ability to work well in a team environment Ability to manage multiple projects under deadline with supervision
