- Provides premier-quality services leveraging and/or improving our standard business practices and technologies
- Leads or participates actively during interviews with client personnel to identify and document qualifying activities and costs
- Prepares 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 minimal
- Takes initiative to ensure proactively that due dates are met
- Prepares or reviews final client deliverables summarizing, e.g., our analysis and results
- Operates online research tools efficiently to gather pertinent tax, legal, industry, and other information
- Continues building tax knowledge by monitoring relevant tax laws and educating oneself on tax strategies
- Complies with industry standards and the policies outlined in the BDO Tax Quality Manual
Supervisory 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
