Specialty Tax Services Associate, International Tax Services - Fall 2024 (San Francisco)

Job Summary:

The Tax Associate, International Tax Services will begin to utilize their educational background and organizational skills while taking direction from other, more experienced team members as they assist in consulting with clients on cross-border tax matters. Responsibilities will include utilizing tax research skills to provide international tax advice and working with tax software applications to assist clients with tax reporting obligations for international operations.

Job Duties:

• Tax Consulting
  • Develops, recommends, and implements critical thinking to provide clients with tax advice on international tax issues
  • Gains exposure to the development of work plans for all assigned clients
  • Learns about international tax law relevant to particular clients and how that law can be appropriately applied to client facts
  • Monitors tax law and client factual developments on a daily basis
  • Coordinates with BDO non-US colleagues in approximately 160 countries on how US tax rules align with foreign tax law to impact client transactions
• Tax Specialization
  • Begins to develop an in-depth understanding of the technical and practical issues and opportunities regarding International taxation and explores specializing in one or more international tax areas
• Research
  • Identifies when research is necessary and frames issues to be researched; identifies sources of all reliable and relevant information including information tending to contradict preferred positions; accesses those sources and retrieves that information; analyzes facts and authorities; understands their weight; and reports on analysis
  • Assists in preparing Written Tax Advice (WTA) on international tax and cross-border transactions
• Tax Compliance
  • Assists in obtaining required client information to utilize in the preparation of international tax compliance forms and US international informational reporting
  • Has a basic level of understanding of tax compliance as evidenced by:
  • Ability to use Firm tax compliance software to maximize efficiency in tax preparation process
  • Understands international tax compliance topics such as Subpart F income, Earnings and Profits adjustments and foreign tax credits and analyzing cross-border transactions for tax return impacts, including Section 351 and Section 304 transactions, liquidations under Sections 331 and 332, and reorganizations under Section 368
• Tax Controversy
  • Learns about representing clients before the IRS on contested issues
• Tax Technology
  • Uses tax research databases such as RIA, BNA, Lexis Nexis
  • Uses Go Systems, and other tax-related software with some supervision
• ASC 740-10
  • Develops a basic understanding of ASC 740-10 as it applies to international tax issues.
  • Understands and applies Firm policies, standards, and the BDO Tax Quality Manual
  • Other duties as required

Supervisory Responsibilities:

• N/A

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelors degree, required
• Accounting or other business related major, preferred
• J. D., LLM, and/or MST/MBT, preferred

Experience:

• Internship within a professional services firm, preferred
• Tax experience, preferred

License/Certifications:

• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), preferred

Software:

• Proficient in the use of Microsoft Office Suite, specifically Word, Excel and PowerPoint, preferred
• Experience utilizing RIA, BNA, Lexis Nexis and/or Westlaw, preferred

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Solid verbal and written communications skills
• Strong analytical and basic legal and tax research skills
• Solid organizational skills especially ability to meet project deadlines with a focus on details
• Capable of successfully multi-tasking while working within independently or within a team environment
• Ability to successfully interact with professionals at all levels
• Basic understanding of the technical and practical issues and opportunities regarding one or more areas of taxation and law
• Basic knowledge and understanding of general calculations and cause / effect for taxable conditions on clients and the potential tax issues
• Strong legal writing background and familiarity with the IRAC method of analysis
• In-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation

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.

California Range: $65,000 - $110,000

NYC/Long Island/Westchester Range: $76,000 - $110,000

Washington Range: $65,000 - $110,000