Job Summary:

The Tax Specialist IV is responsible for preparing complex tax returns and workpapers for individuals using predominantly SurePrep, GoSystems and Adobe.

Job Duties:

• Organizes documents received from Client Relationship Team (“CRT”)
• Prepares and processes individual income tax returns
• Completes workpapers using software SurePrep and/or Adobe and/or Excel
• Performs appropriate referencing and documentation in software or on workpapers
• Completes all return processing in GoSystems or other forms preparation software
• Interacts with internal team to gain information, documents and data necessary to complete assigned tasks
• Communicates significant issues to Tax Lead or Management
• Meets internal deadlines to match the internal client expectations for timely delivery of service, and ensures data is collected and processed in a timely manner to comply with deadlines and filing requirements
• Maintains client data accurately and effectively 
• Uses firm document storage processes, procedures and tools to manage data
• Complies with all firm policies, standards and BSC client procedures
• Complies with Tax Quality Manual
• Assists Specialists levels II and III with day-to-day questions and issues, as needed
• Assists Tax Leads with review of basic returns and workpapers
• Other duties as required
   

Qualifications, Knowledge, Skills and Abilities:

Education:

• High School diploma or equivalent, required
• Associate degree in Accounting, Finance, or Business Administration, preferred

Experience:

• Four (4) or more years of general accounting, tax experience, or equivalent experience earned working in public accounting or consulting, required
• One (1) or more years of experience preparing individual tax returns, required

Software:

• Proficient in the use of Microsoft Office Suite, specifically Excel, Word and Adobe, required
• Proficient in the use of tax applications and research such as OneSource, SurePrep, GoSystems, GoFileRoom and DataFlow, preferred

Other Knowledge, Skills & Abilities:

• Ability to work in a deadline driven environment and handle multiple projects/tasks with an attention to detail
• Ability to successfully multi-task while working in coordination with other professionals
• Ability to understands and maintains confidentiality of all information 
• Ability to relate with diverse personalities in a tactful and mature manner
• Ability to respond tactfully and professionally in high demand situations
• Takes ownership of work and completes tasks in a timely manner
• Ability to prioritize and meet both client and departmental demands
• Capable of following procedures and communicating issues and status to multiple supervisors
• Ability to efficiently process data using strong technology skills

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

National Range:  $25.00/hr - $28.00/hr
Maryland Range:  $25.00/hr - $28.00/hr
NYC/Long Island/Westchester Range:  $25.00/hr - $28.00/hr

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. 

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team.  BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. 

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional “benefits.”  Click here to find out more!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets