Provides premier-quality services leveraging and / or improving our standard business practices and technologiesLeads or participates actively during interviews with client personnel to identify and document qualifying activities and costsPrepares or reviews calculations, qualified cost schedules, descriptions of qualified activities, supporting client documentation, etc.Completes tasks efficiently and effectively, organizing workpapers so that required revisions are minimalTakes initiative to ensure proactively that due dates are metPrepares or reviews final client deliverables summarizing, e.g., our analysis and resultsOperates online research tools efficiently to gather pertinent tax, legal, industry, and other informationContinues building tax knowledge by monitoring relevant tax laws and educating oneself on tax strategiesComplies with industry standards and the policies outlined in the BDO Tax Quality ManualSupervisory Responsibilities
- Trains and mentors STS BIG Interns, Associates, and possibly other Senior Associates
Qualifications
- Bachelors degree in accounting or another relevant field required
Experience
- Three (3) or more years prior experience in accounting, tax or finance (including internships), preferred
- Prior experience in research and development and / or other tax consulting roles (e.g., accounting methods, 263A, FDII, Employee Retention Credits, Investment Tax Credits, Production Tax Credits), preferred
- Experience in preparing / reviewing tax provisions, corporate taxation, consolidations, and partnerships, preferred
License / Certifications :
- Currently holds or working towards Certified Public Accountant license, Enrolled Agent certification, or Juris Doctorate degree, preferred
Software :
- Advanced proficiency in the use of Microsoft Office Suite, especially Microsoft Excel & Word, preferred
Other Knowledge, Skills & Abilities
- Excellent verbal and written communication skills
- Has Leadership mentality
- Ability to interact effectively with people at all organizational levels of BDO
- Ability to work independently and within a team environment with a focus on superior customer service
- Exceptional organizational and project management skills, with ability to multi-task in a fast-paced, deadline-driven environment
- Strong initiative, drive to lead, and desire and ability to enhance and grow the STS practice
Skills Required
Corporate Taxation, Management Accounting, Taxation, Excel, Ms Office