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Specialty Tax Services Associate, State and Local Tax Unclaimed Property - Summer 2024 - Philadelphia

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BDO USA

May 11

Applications are closed

  • Job
    Full-time
    Entry Level
  • Engineering
  • Philadelphia

Requirements

  • Education:
  • Bachelor’s degree in Accounting, Finance, or Statistics, required, OR
  • Bachelor’s degree in other focus area AND CPA certification, required
  • 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 in the use of Microsoft Office Suite, specifically Excel and Word, preferred
  • Experience with Power BI, Alteryx, and other software, preferred
  • Language:
  • N/A
  • Other Knowledge, Skills & Abilities:
  • Excellent verbal and written communication skills
  • Superior analytical and research skills
  • Solid organizational skills especially ability to meet project deadlines with a focus on details
  • Ability to successfully multi-task while working independently or within a group environment
  • Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
  • Capable of effective managing a team of tax professionals and delegating work assignments as needed
  • Capacity to build and maintain strong relationships with internal and client personnel
  • Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
  • Executive presence and ability to act as primary contact on assigned engagements
  • Ability to successfully interact with professionals at all levels
  • Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services
  • Advanced knowledge of sources of relevant information utilized in tax filings
  • Advanced knowledge and understanding of cause/effect for taxable conditions on clients and the potential tax issues

Responsibilities

  • Research:
  • Identifies complex situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted
  • Analyzes researched facts and the sources utilized prior to composing a detailed report of the research findings
  • Routinely keeps abreast of latest relevant unclaimed property statutory, regulatory and case law changes
  • Unclaimed Property Compliance:
  • Partner with National UP team and more experienced team members and while under their supervision conduct or perform the following task:
  • Obtains and manipulates data from client to use in preparation of annual escheat returns
  • Uses FSI Track, BDO Global Portal and other systems for data gathering
  • Imports data into FSI Track and prepares returns
  • Works with Unclaimed Property leadership to identify appropriate B2B and other exemptions/deferrals
  • Performs reconciliations on data gathered to data reported under the guidance of Unclaimed Property leadership
  • Composes responses to notices from state authorities
  • Assists with due diligence letter processing
  • Assists with client payment processing
  • Provides assistance with exam support
  • Communicates routinely with clients and UP team members
  • Unclaimed Property Consulting:
  • Partner with National UP team and more experienced team members and while under their supervision conduct or perform the following task:
  • Drafts memorandums, opinions and other documentation on various escheat issues
  • Works with Unclaimed Property leadership to determines escheat planning process
  • Participates in developing policy and procedures, addressing internal controls
  • Represents clients on unclaimed property audits, mitigating exposures and assisting with best practices
  • Represents clients on voluntary disclosures mitigating exposures and assisting with best practices
  • Assists with identifying gift card planning opportunities and implementation
  • Assists UP leadership with client interviews onsite visits, workplans, etc.
  • Compiles and organizes general ledger detail, banking records, and other relevant source data for escheat items
  • Prepares and reviews scheduling decks of sporadic data into Unclaimed Property templates for analysis
  • Assists clients with remediation procedures (e.g., showing transactions are not owed)
  • Develops exposure quantification models to calculate escheat exposures
  • Assists with client refund review process
  • Applies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriate
  • Ensures escheat engagement letters are adopted prior to engagement work commencing and manages engagements
  • Actively involved in relevant trade organizations and public speaking, networking events where appropriate
  • Routinely updates CRM entries
  • Unclaimed Property Related Software:
  • Utilizes FSI track, tax research databases and other tax-related software in the completion of assigned tasks
  • Maintains working knowledge of various GL systems (SAP, Oracle, JD Edwards, AS/400, Epicor, etc.)
  • Participates in learning and executing technology enhancements for unclaimed property group
  • Other duties as required

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Accounting
Industry
10,001+
Employees
1910
Founded Year

Mission & Purpose

BDO USA, LLP is a professional services firm that offers a wide range of assurance, tax, and advisory services. The company is dedicated to providing high-quality, tailored solutions to meet the unique needs of its clients across various industries. BDO focuses on helping businesses navigate complex challenges, optimise performance, and achieve their strategic objectives. With a commitment to excellence, innovation, and client satisfaction, BDO strives to build long-term relationships and deliver value through deep industry expertise and a personalised approach.

Culture & Values

  • Empowerment Through Knowledge

    Be curious. Listen intently. Be direct. Share what you know.

  • People First

    We before me. Care. Earn trust and be trusting. Be respectful.

  • Exceptional Every Day, Every Way

    Model excellence. Have integrity. Be a true professional. Everyone is a client.

  • Embrace Change

    Move to improve. Be forward thinking. Lead the way. Grow and help others grow.

  • Choose Accountability

    Do what you'll say you'll do. Take personal responsibility. Be humble. Mind the bottom line.

Benefits

  • Growth

    Ongoing training and professional development opportunities to empower your career journey

  • BDO Flex

    Flexibility at BDO is not a one-size-fits-all approach. We encourage our people to collaborate with their teams to achieve work+life fit

  • Personal Satisfaction

    A culture that allows you to love what you do and where you do it

  • Family

    Options that help you put your family first. Including: parental leave, pet insurance and long-term care benefits

  • Paid Time Off

    A culture that encourages employees to rest and recharge, with 12 holidays celebrated annually, including a week off at the end of the year

  • Wellness

    Programs designed to help you reduce stress and improve overall health and well-being

  • Retirement Benefits

    Plan for your future with a competitive 401k plan and a defined benefit plan offered through BDO’s ESOP

  • Benefits Program

    From day one, comprehensive medical, dental, vision, FSA and prescription insurance for the whole family