Tax - PCS HNI - Manager

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