BDO USA is a leading accounting and advisory organization, and they are seeking a Specialty Tax Services Associate for their Global Employer Services practice. The role involves assisting the GES practice with research, tax return preparation, and client communication, while supporting various segments such as Retirement Plans and Global Mobility.
Responsibilities
- Identifies situations when research is necessary, providing an outline of the issue(s) and the appropriate source of research to be conducted
- Reviews SEC filings of public companies, survey data, issue briefs prepared by legal and accounting experts, and “best practice” guidelines published by investor advisory groups as background for providing clients with creative approaches to compensation opportunities that promote shareholders’ interests
- Composes detailed reports of the research findings
- Reviews and analyzes client data and uses Excel modeling to prepare calculations needed for various consulting projects related to equity compensation and incentive plan design, retirement plans, payroll tax requirements, mobile employee cost projections, and M&A transactions
- Analyzes researched facts and the sources utilized
- Assists with the preparation of the following returns as needed: US individual tax returns for inbound and outbound international assignees, Forms 5500 for qualified retirement plans, Payroll tax forms such as 941, W-2, 1099, etc., Informational reporting for equity plans such as Form 3921
- Communicates with clients as needed to support gathering of data and completion of projects
- Assists with creating and organizing file documentation in support of client engagements
- Assists with presentation materials for internal and external purposes, e.g., webinars, proposals, etc
- Other duties as required
Skills
- Bachelor's degree in Accounting, Finance, Economics or Statistics, required; OR Bachelor's degree in other focus areas and CPA certification, required
- Strong written and verbal communication skills
- Solid organizational skills especially ability to meet project deadlines with a focus on details
- Ability to follow instructions as directed
- Ability to work effectively in a team setting
- Positive attitude and willingness to learn
- Seeks advice of appropriate superiors regarding issues related to compliance
- Intermediate to advanced skills in PowerPoint and Excel
- Advanced degrees, such as a JD or Masters in Tax
- Prior experience related to workforce programs and issues
- 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) certification or progress towards the equivalent of one of these designations upon starting employment
- Proficient in Microsoft Office Suite, specifically Word, Excel and PowerPoint
Benefits
- Employee Stock Ownership Plan (ESOP)
- Flexibility and opportunities for advancement
- Comprehensive compensation and Total Rewards benefits
Company Overview
BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy. It was founded in 1910, and is headquartered in Chicago, Illinois, USA, with a workforce of 10001+ employees. Its website is https://www.bdo.com/.Company H1B Sponsorship
BDO USA has a track record of offering H1B sponsorships, with 92 in 2025, 101 in 2024, 119 in 2023, 151 in 2022, 105 in 2021, 199 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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