Calvetti Ferguson jobs in Houston, TX - 24 jobs

Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact. An Assurance Intern at Calvetti Ferguson performs the duties of a staff accountant, such as preparing work papers, checking account balances, and interacting with clients. Calvetti Ferguson strives to provide interns with a practical experience by giving them opportunities to complete work as a part of a team of auditors. While interns will work in the office part of the time, they will also get the chance to travel to client locations and learn about businesses in various industries. The goal of this internship is to expand the intern's understanding of business and accounting while allowing the intern to work in diverse environments as part of a team of professionals. We are here to help you start your career in accounting with proper training, resources, and guidance along the way. This is a full-time, in office internship from early January 2027 through mid-March 2027. Responsibilities Financial statement audits and reviews. Internal Control reviews. Hands-on work at client sites. Job Requirements Education: working towards CPA. A minimum cumulative GPA of 3.2 Strong attention to detail with the ability to proofread for accuracy and finalize documents professionally. Must be able to meet established deadlines, ensuring that work is complete and accurate. Proficiency with Microsoft Word, Excel, Outlook, and PowerPoint at an intermediate level is required. Juniors and above are preferred. Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship. At Calvetti Ferguson, you'll be part of a dynamic and growing firm that values your contributions and empowers you to reach your full potential. If you're looking for a challenging and rewarding career in accounting and advisory, we invite you to join our team.

The Specialized Tax Services (STS) Tax Senior, Business Incentives Group is responsible for leading or supporting our services to identify, calculate, document, and support on examination by tax authorities Business Incentive Group (BIG) tax credits and other tax incentives. In this role, and utilizing their educational knowledge, experiences, communication, and organizational skills, STS Tax Credits & Incentives Senior Associates work with senior STS professionals to, among other things, prepare project workplans and budgets, interview client personnel to obtain data and documentation relevant to calculating and documenting available tax credits and incentives, prepare reports for clients describing their available tax benefits and supporting facts, and train and mentor STS BIG Interns, Associates, and possibly other Senior Associates to enable them to do so. Job Duties: Tax Consulting Develops long-term, mutually beneficial client relationships Provides premier-quality services to our clients 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 Participates in researching potential new clients, their tax position, facts that might trigger issues or opportunities for them, etc. 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, Knowledge, Skills, and Abilities: Education: Bachelor's degree, required Experience: Two (2) or more years prior experience in accounting, tax or finance (including internships), required Prior experience in research and development and/or other tax consulting roles (e.g. accounting methods, 263A, FDII), 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 Entrepreneurial spirit and 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 Building, maintaining, and utilizing networks of client relationships and community involvement 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: $73,500 - $131,250 Maryland Range: $73,500 - $131,250 NYC/Long Island/Westchester Range: $73,500 - $131,250 Washington DC Range: $73,500 - $131,250

BDO's Asset Management and Private Equity Funds practice is a dynamic and rapidly growing practice nationwide, focused specifically on private equity funds, venture capital funds, fund of funds, small business investment companies (SBICs), business development companies (BDCs), real estate funds, and other alternative investment vehicles. The Assurance Experienced Senior will be responsible for the day-to-day execution of several of our premium asset management clients, including private equity funds and venture capital funds. These duties will encompass the planning, fieldwork execution, and the "wrap-up" phases of the audit. This role reports directly to a Principal and will assist in coordinating with IT, valuation, and tax specialists or in other fields of financial assessment. The Experienced Senior takes the lead in designing and supervising the implementation of the audit approach and in drawing up reports and recommendations. This position advises clients on financial reporting and regulatory developments and keep up to date with regulatory changes by attending internal and external seminars. The individual in this role will be a part of a highly motivated, diversified team in a rapidly developing sector. Job Duties: Control Environment Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures by: Applying knowledge of transactional flow and key transactional cycles to complete audit work Documenting, validating, and assessing the design and operating effectiveness of the clients' internal control system Identifying and communicating suggested improvements to client internal controls and accounting procedures in an effort to reduces risk within the client organization Supervising and reviewing the work of audit staff GAAP Applies knowledge and understanding of governing principles, applying these principles to client transactions and documenting and communicating an understanding and application of these principles by: Communicating financial statement disclosure requirements to clients Drafting complex sets of financial statements with disclosures Recognizing and applying new pronouncements to client situations Identifying, analyzing, and discussing alternative generally accepted accounting principles with the Manager, Senior Manager, engagement partner, and the client, as needed Identifying complex accounting issues and bringing them to the attention of superiors for resolution Coaching less experienced team members in new areas SEC and PCAOB Applies knowledge and understanding of SEC regulations and PCAOB guidelines, and documents and communicates the application of these principles by: Reading and reviewing clients' SEC filings, ensuring accuracy and completeness while also ensuring that all financial information is documented in the workpapers and through appropriate testing Preparing required communications to the Client and the Audit Committee Planning and executing Section 404 internal control audits including obtaining an understanding of the control environment, designing test plans, evaluating deficiencies, and assessing the overall financial reporting control environment GAAS Applies knowledge and understanding of professional standards, application of the principles contained in professional standards, and the ability to document and communicate an understanding and application of professional standards on an engagement by: Formulating and communicating the audit plan Applying GAAS to a variety of complex issues and consults others as appropriate Employing audit skepticism and determining when to reduce or expand testing Utilizing BDO audit manuals as appropriate for the situation Documenting deviations from BDO policy, with approval Methodology Applies knowledge and application of BDO standards to guide effective and efficient delivery of quality services and products by: Coordinating the day-to-day conduct of the audit plan by ensuring the field work is executed and completed as planned, in accordance with timetable, with Firm's policies and procedures, and within budget Applying BDO audit approach and methodologies, including tools and technology, to execute the audit Identifying and proposing outcomes to critical issues Research Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on the information by: Utilizing internal and external research tools and selecting methodology for routine research requests Researching complex areas of accounting, forming an initial opinion on the correct treatment independently, and considering and documenting the impact on the client and audit engagement Documenting and organizing complicated findings in a usable format, based on information obtained from Accounting Research Manager, BDO Assurance Manual, Yahoo Finance, etc. Assisting the engagement manager with gathering appropriate information about the business and information system, including the accounting system, to form an adequate basis for the preparation of the audit strategy Collaborating with the engagement manager to establish the responsibilities of individual audit staff for specific areas of audit work Project Management Coordinates timing of planning, fieldwork, and review with audit team and client, assists engagement executives in developing the audit engagement budget, and identifies appropriate resources Develops the draft Audit Engagement Planning Memorandum, audit programs and budgets Establishes with the engagement manager the responsibilities of individual audit staff for specific areas of audit work Monitors and reports engagement budget to actual and advises engagement executives of possible overruns Other duties as required Supervisory Responsibilities: Supervises a team of audit professionals ranging in size from one to five Provides verbal and written performance feedback to associates Teaches/coaches associates to provide on the job learning Qualifications, Knowledge, Skills, and Abilities: Education: Bachelor's degree in Accounting, required Master's degree in Accountancy, preferred Experience: Three (3) or more years of experience in auditing asset managers/onshore/offshore fund vehicles and experience in industry relevant regulations, required Prior supervisory experience, preferred License/Certifications: Actively pursuing completion of CPA licensing, required CPA, preferred Software: Proficient in the use of Microsoft Office Suite, specifically Word, Excel, and PowerPoint, preferred Prior experience with various assurance applications and research tools, preferred Language: N/A Other Knowledge, Skills & Abilities: Solid understanding of planning and coordinating the stages to perform an audit of a basic public and/or private company Knowledge of internal accounting controls and professional standards and regulations (GAAP, GAAS, Sarbanes-Oxley, etc.) Strong verbal and written communication skills with the ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm Ability to successfully multi-task while working independently and within a group environment Ability to "in-charge" all stages of the audit, including planning, fieldwork, and "wrap-up" Able to perform the completion of an audit of a complex company Superior analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions Ability to work in a demanding, deadline driven environment with a focus on details and accuracy Strong project management 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. NYC/Long Island/Westchester Range: $90,000 - $130,000

The Senior Associate, Data Risk & Security (DRS) will be responsible for providing risk consulting and issues resolution to clients in the areas of general IT controls, IT application controls, information technology process improvement, pre and post systems implementations, and IT security, specifically in a banking environment (commercial and/or retail banking). In this role, the Senior Associate, Data Risk & Security participates in all stages of IT internal audits or IT consulting engagements, and provides assistance with planning, field work, engagement wrap-up and report composition, along with providing recommendations to address client risks. Job Duties: Acts as primary contact for clients regarding basic questions and information Develops and monitors budgets (budget-to-actual) for all assigned engagements Conducts informational interviews, and facilitates meetings with clients during engagement process Obtains information, documents and data from clients to support the completion of analysis and research of client issues Documents and analyzes client processes, risks and controls, with guidance and direction from senior DRS professionals Reviews client contracts and develops contract summaries, including key provisions and financial information based on type of contract Develops initial deliverables and/or solutions to client issues Reassesses risk, and communicates with other BDO professionals and/or client, as necessary Assists with management of engagements to ensure engagement metrics are achieved Utilizes research tools, databases and trade publications to develop an understanding of a client's industry Develops relationships with client personnel and management members Prepares formal and informal presentations for client meetings Partners with RAS leadership to complete research and draft proposals and reports, as necessary Implements project plans, and maintains all documentation and work papers associated with client engagements Maintains the confidence of all documentation and work papers associated with client engagements Conducts risk assessment of assigned department or functional area in established / required timeline, while overseeing staff Establishes risk-based IT audit programs Determines scope of review in conjunction with the engagement manager Documents financial reporting cycles or internal audit area, and identifies key controls Assesses internal control design and operational effectiveness Conducts audit testing of specified area, and identifies reportable issues and dimension of risk Determines compliance with appropriate legislation and/or audit policies and procedures Communicates findings to senior management, and drafts comprehensive report of audited area Stays abreast of current developments in IT technology, cloud services, IT security breaches, auditing standard updates and other emerging issues which may impact the audit process Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload of Data Risk & Security Associates on assigned engagements, and reviews work product Ensures DRS Associates are trained on all relevant audit software and engagement processes and procedures Delivers periodic performance feedback, and completes performance evaluations for DRS Associates Acts as mentor to DRS Associates, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Information Technology, Computer Science, Accounting, or Finance, required Experience: Two (2) or more years of experience within a public accounting firm or industry environment performing internal audit, IT audit, consulting or risk services, required Experience with IT internal controls, including design and testing of controls, required Experience with IT Audit and Sarbanes Oxley, with a focus in entities wide risk assessment, required One (1) or more years of supervisory experience, preferred Experience performing IT Security audits and third-party vendor risk assessments, preferred License/Certifications: CISA, CISM, CISSP, or other equivalent certification, preferred Software: Proficient in the use of Microsoft Office Suite, specifically Excel and Word, required Experience auditing various mainstream ERP applications (i.e., SAP, Oracle, etc.), preferred Experience with various IT audit applications and research tools, preferred Working knowledge of data visualization and analytics software such as PowerBI, Alteryx, Tableau or other, preferred Other Knowledge, Skills & Abilities: Knowledge of: Automated business systems, program change management controls, input, processing and output controls and related audit techniques Various network architectures and operating systems Network access security methods such as firewalls, proxies, virtual private networks, and IDS/IPS Physical facilities and equipment access controls Cloud security and third-party vendor risks Logical data and application access controls Disaster recovery and business continuity methods Solid understanding and capable of planning and coordinating the stages to perform an IT audit Knowledge of internal accounting controls, professional standards and regulations and systems Strong verbal and written communication skills Ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the Firm Ability to successfully multi-task while working independently and within a group environment Superior analytical and diagnostic skills Capable of working in a demanding, deadline driven environment with a focus on details and accuracy Ability to adapt to rapidly changing environments successfully Solid organizational skills, especially the ability to meet project deadlines with a focus on details Capable of effective managing a team of professionals and delegating work assignments, as needed Capacity to build and maintain strong relationships with client personnel Ability to travel, as needed 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: $85,000 - $100,000 Colorado Range: $85,000 - $100,000 Illinois Range: $85,000 - $100,000 Maryland Range: $85,000 - $100,000 Minnesota Range: $85,000 - $100,000 NYC/Long Island/Westchester Range: $85,000 - $100,000 Washington Range: $85,000 - $100,000 Washington DC Range: $85,000 - $100,000

Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact. The Tax Senior Associate plays a critical role on the engagement team that is both internal and client facing. We foster a culture of excellence that emphasizes collaboration, innovation, entrepreneurial thinking, and exceptional client service. The successful candidate will thrive in an environment that is focused on growth and that offers significant opportunity for leadership development and career advancement. This candidate can expect to receive significant formal state & local tax training, on the job training, direct feedback from top tax leaders, and the opportunity to pursue additional training through internal and external resources. As a State & Local Tax Senior Associate, you will be responsible for the following: Review and prepare complex multi-jurisdictional income/franchise tax returns; High level of accuracy and attention to detail; Consistently minimizing review points by ensuring completeness and proactive issue resolution; Primary responsibility for project management of compliance and consulting engagements Resolution of tax notices; Primary responsibility for communications with government agencies; Become a trusted day-to-day point of contact for multiple clients; Consistently work with management to identify and research complex client issues; Engage in state and local tax audits and advocate for clients throughout the controversy process; Prepare voluntary disclosure agreements, nexus, and taxability studies; Supervise, train, and mentor Associates and Interns. Requirements: Bachelor's / Master's degree in accounting, finance, or equivalent Active CPA/EA license required or actively being pursued Active CMI certification, a plus 2-3 years or more of experience, preferably in public accounting Demonstrate proficiency with pass-through entities and C corporations related to state & local income/franchise tax matters Working knowledge of individual state and local tax matters, a plus Solid oral and written communication skills Experience with Microsoft Office software suite Excellent ability to perform technical tax research, summarize, and communicate findings Excellent skills in coaching and developing tax associates and interns Desire to give back to your community Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship. * * * * * NOTICE TO 3rd PARTY RECRUITERS Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Calvetti Ferguson by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Calvetti Ferguson. Calvetti Ferguson will not be responsible for or owe any fees associated with referrals of those candidates and/or for submission of any information, including resumes, associated with individuals. At Calvetti Ferguson, you'll be part of a dynamic and growing firm that values your contributions and empowers you to reach your full potential. If you're looking for a challenging and rewarding career in accounting and advisory, we invite you to join our team.

This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. Tax Compliance Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”). Applies understanding of client's unique set of circumstances, documentation, and/or other requirements mandated by law and prepares required filings (tax returns) using a system of review and documentation to ensure that the client is in full compliance, while keeping the client's tax and reporting burden's as low as possible; Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return; Utilizes Firm compliance software to maximize efficiency in tax prep process Effectively collaborates with Principals, Senior Managers, Managers, Tax Seniors, and Associates on completion of project (follow-up with Open items list) Delivers high quality federal, state, and international tax compliance services Leads complex engagements with a team of tax professionals Manages the engagement, including billing, collections, and the budget for projects Builds and manages client relationships; assist in developing new clients and opportunities Ensures/Documents client work and conclusions in the client tax file Tax Consulting Identifies, develops, recommends, and implements efficient and effective tax strategies Supervisory Responsibilities: Manages teams of Senior Managers, Managers, Tax Seniors, and Associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's Degree in Accounting, Finance, Economics, or Statistics, required Master's Degree in Accounting or Taxation, preferred Experience: Ten (10) or more years of relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required Financial Services industry experience supporting Alternative Investment funds including: Venture Capital, Private Equity, Real Estate, and Hedge Funds, preferred Proficiency in the taxation of partnerships, preferred License/Certifications: CPA or Licensed Attorney, or Internal Revenue Service Enrolled Agent, required CFP or Masters in Tax, preferred Software: Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred Experience with tax research databases, preferred Proficient in tax compliance process software, preferred Language: N/A Other Knowledge, Skills, & Abilities: Superior verbal and written communication skills Ability to effectively delegate work as needed Strong analytical, research and critical thinking skills as well as decision-making skills Capacity to work well in a team environment Capable of developing and managing a team of tax professionals Ability to compose written tax advice Capable of effectively developing and maintaining client relationships Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients 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: $190,000 - $335,000 Colorado Range: $170,000 - $225,000 Illinois Range: $175,000 - $250,000 Maryland Range: $185,000 - $260,000 Massachusetts Range: $215,000 - $300,000 Minnesota Range: $170,000 - $250,000 New Jersey Range: $190,000 - $350,000 NYC/Long Island/Westchester Range: $230,000 - $350,000 Washington Range: $180,000 - $240,000 Washington DC Range: $190,000 - $300,000

The Cost Accountant is a manager level professional supporting project delivery activities on an interim basis. This position oversees the cost accounting function, ensuring accurate cost allocation, analysis, and reporting to support business decision-making. This role manages the preparation and review of cost reports, budgets, and variance analyses, and collaborates with cross-functional teams to optimize cost control processes. This position plays a key role in supporting financial planning, inventory valuation, and profitability analysis to drive operational efficiency and strategic growth. Job Duties: Manages the preparation and analysis of cost reports, budgets, and forecasts Oversees inventory valuation and cost allocation processes Develops and implements cost accounting policies, procedures, and internal controls Analyzes cost variances and provides recommendations for cost reduction Collaborates with operations, procurement, and finance teams to optimize cost structures Prepares and presents cost analysis reports to management and stakeholders Supports audits and ensures compliance with accounting standards and company policies Leads, trains, and mentors cost accounting staff Identifies opportunities for process improvement and automation within cost accounting Other duties as required Qualifications, Knowledge, Skills, and Abilities: Education: Bachelor's Degree in Accounting or Finance, required Master's degree or MBA, preferred Experience: Ten (10) or more years of accounting, finance, business, or management experience, preferred Five (5) or more years of cost accounting experience, required License(s)/Certification(s): N/A Software: Proficiency in the use of Microsoft Office Suites, required Advanced proficiency in Microsoft Excel (Pivot Tables, VLOOKUP) and ERP systems (such as SAP, Oracle, or NetSuite), required Other Knowledge, Skills, & Abilities: Technical skills commensurate with level of experience Able to demonstrate a high level of professionalism even under pressure Team player and contribute knowledge as well as ask for help Fast learner and able to work ethically and effectively Strong interpersonal, verbal and written communications skills with ability to effectively interact with customers at all levels of customers' and internal organization Continually strive to improve inter-personal, management, functional, and technical skills set 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: $75.00/hr - $105.00/hr Maryland Range: $75.00/hr - $105.00/hr NYC/Long Island/Westchester Range: $75.00/hr - $105.00/hr

The Partnership Manager, Tax is responsible for providing tax and consulting services to our Pass-Through clients. Performs tax planning, preparation and research for Pass-Through business, manages client engagements, supervises and reviews work of team staff members, works closely with clients as well as internal managers and partners Performs write-up of books and records for the business as well as composes written tax advice or responses to IRS inquiries Contributes to client satisfaction by providing timely services and work product Demonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client assignments and current tax developments Tax Compliance Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”) Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate Communicates any issues identified in tax accrual reviews with client and Assurance Plans and reviews the tax process and the procedures to be performed to include: Budgeting and staffing Monitoring engagement process and actual time incurred vs. budget with assistance of Senior Timely billing including management of identified out-of-scope activity and communication to client Timely collection of A/R Manages client relationships/expectations in accordance with the project Provides advice to clients in a timely manner Research Identifies when research is needed; clearly and concisely frames issues to be researched and clearly and concisely reports the analysis Applies most Firm and professional standards for preparation of written tax advice and tax returns Involves firm specialists where appropriate Strategy Development Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits Reviews studies of tax implications and offers clients alternative courses of action Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods Other duties as required Supervisory Responsibilities: Responsible for building a team of professionals by training and working together to serve our high net worth clients with timely responses to their needs Supervises associates and senior associates on all projects Reviews work prepared by associates and senior associates and provides review comments Trains Associates and Seniors how to use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and manages workload of associates and senior associates Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelors degree in Accounting or other relevant field, required Masters degree in Taxation, preferred Experience: Five (5) plus years of public accounting experience working in the private client area, i.e. working on individual, estate, partnership, S-corporation, trust, and private foundation tax/consulting clients, required License/Certifications: CPA certification, required Software: Proficient in Microsoft Office Suite Language: N/A Other Knowledge, Skills & Abilities: Detailed oriented Excellent written and verbal communication skills Ability to work independently and in a team environment Ability to effectively delegate work as needed Strong analytical, research and critical thinking skills as well as decision-making skills Capable of developing and managing a team of tax professionals Capable of effectively developing and maintaining client relationships Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients Advanced knowledge and experience with subchapter K of the Internal Revenue Code of 1986 as amended Working knowledge of and experience working with Targeted Capital Account Agreements 704(b) Capital & Tax Capital account maintenance 704(c) allocations Knowledge of optional basis adjustments under sections 734 & 743 Knowledge of section 752 liability allocations 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: $110,000 - $150,000 Colorado Range: $95,000 - $130,000 Illinois Range: $105,000 - $130,000 Maryland Range: $113,000 - $120,000 Massachusetts Range: $120,000 - $130,000 Minnesota Range: $90,000 - $120,000 New Jersey Range: $115,000 - $140,000 NYC/Long Island/Westchester Range: $125,000 - $160,000 Washington Range: $95,000 - $125,000 Washington DC Range: $120,000 - $140,000

Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact. The Tax Senior Associate plays a critical role on the engagement team that is both internal and client facing. We foster a culture of excellence that emphasizes collaboration, innovation, entrepreneurial thinking, and exceptional client service. The successful candidate will thrive in an environment that is focused on growth and that offers significant opportunity for leadership development and career advancement. As a Tax Senior Associate, you will be responsible for the following: Working closely with engagement managers and partners, you will be the primary lead on tax engagements, including scheduling, staffing, and completing returns; providing the first level of technical review; performing research on various technical matters and managing both internal and client deadline expectations. Develop and maintain client relationships and act as the primary client contact to proactively gather tax information, ensure that client emails / questions are responded to in a timely manner, identify tax planning opportunities, and escalate questions/concerns to the engagement manager or partner. Ensure that quarterly estimates and year end projections are prepared and reviewed. Respond to IRS and state tax notices. Supervise, train and mentor Tax Associates and Interns, including acting as a Project Manager to ensure that they can adequately prioritize and complete their assigned work. Requirements: Bachelor's / Master's degree in accounting CPA eligible Active CPA license preferred Actively pursuing CPA license is required 2-3 years or more of experience, preferably in public accounting Proficient in partnership, S corporation, C corporation, and / or individual taxation Solid oral and written communication skills Experience with Microsoft Office software suite Excellent ability to perform technical tax research, summarize, and communicate findings Excellent skills in coaching and developing tax associates and interns Desire to give back to your community Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship. * * * * * NOTICE TO 3rd PARTY RECRUITERS Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Calvetti Ferguson by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Calvetti Ferguson. Calvetti Ferguson will not be responsible for or owe any fees associated with referrals of those candidates and/or for submission of any information, including resumes, associated with individuals. At Calvetti Ferguson, you'll be part of a dynamic and growing firm that values your contributions and empowers you to reach your full potential. If you're looking for a challenging and rewarding career in accounting and advisory, we invite you to join our team.

The Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Tax Managing Director is charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition, the Tax Managing Director will be critical member of the office / region leadership team and thus will be involved in the direct supervision as either a final or secondary reviewer under the partner. Finally, the Tax Managing Director actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions. Job Duties: * Tax Compliance * Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM"). * Manages engagements to achieve engagement management metrics * Practices hands-on client service delivery * Responsible for overall client service by encouraging team's adherence to TQM policies (including engagement letters, documentation, etc.) * Research * Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis. * Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process * Technical reviewers of WTAs in an area of expertise, as applicable to role * ASC 740 (FAS 109 and FIN 48) Tax Accruals * Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48. * Applies technical expertise regarding income tax provisions in the area of international tax, valuation allowance credits, business combinations, and stock based compensation issues * Reviews and applies income tax provision efficiently * Tax Consulting * Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes. * Applies expert knowledge of the process of combining tax knowledge and knowledge of business/industry to recommend solutions and maximize results in the Firm * Applies general knowledge of multiple tax specialties (i.e. International, SALT, Estate Planning) for issue identification and resolution * Tax Specialization * Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits. * Has expert knowledge of application of standards * Recognized as industry expert in specialized field of taxation * Use expertise to advise clients on tax implications and recommend alternative courses of action and identify different methods of compliance * Strategy Development * Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits. * Depending on specific role, may be required to present complex strategies to clients and prospective clients * Other duties as required Supervisory Responsibilities: * Ability to supervise associates, senior associates and managers, as the situation dictates * Reviews work prepared by associates and senior associates and provide review comments * Acts as a Career Advisor to associates, senior associates and managers * Schedules and manages workload of associates, senior associates and managers * Provides verbal and written performance feedback to associates, senior associates and managers Qualifications, Knowledge, Skills and Abilities: Education: * Bachelors degree required; major in Accounting, Finance, Economics or Statistics preferred * Masters in Accountancy or Taxation preferred Experience: * Ten (10) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience required * Industry expertise in one or more tax specialty preferred * Prior supervisory experience required 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) required * Possession of other professional degrees or certifications applicable to role preferred Software: * Proficient with the Microsoft Office Suite preferred * Experience with tax research databases and tax compliance process software preferred Language: * N/A Other Knowledge, Skills & Abilities: * Superior verbal and written communication skills * Ability to effectively delegate work as needed * Strong analytical, research and critical thinking skills as well as decision-making skills * Capacity to work well in a team environment * Capable of developing and managing a team of tax professionals * Ability to compose written tax advice * Capable of effectively developing and maintaining client relationships * Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients 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: $190,000 - $335,000 Colorado Range: $185,000 - $225,000 Illinois Range: $175,000 - $250,000 Maryland Range: $185,000 - $260,000 Massachusetts Range: $215,000 - $300,000 Minnesota Range: $170,000 - $250,000 New Jersey Range: $190,000 - $350,000 NYC/Long Island/Westchester Range: $230,000 - $350,000 Washington Range: $196,400 - $249,400 Washington DC Range: $190,000 - $300,000

This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. Tax Compliance * Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM"). * Applies understanding of client's unique set of circumstances, documentation, and/or other requirements mandated by law and prepares required filings (tax returns) using a system of review and documentation to ensure that the client is in full compliance, while keeping the client's tax and reporting burden's as low as possible; * Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return; * Utilizes Firm compliance software to maximize efficiency in tax prep process * Effectively collaborates with Principals, Senior Managers, Managers, Tax Seniors, and Associates on completion of project (follow-up with Open items list) * Delivers high quality federal, state, and international tax compliance services * Leads complex engagements with a team of tax professionals * Manages the engagement, including billing, collections, and the budget for projects * Builds and manages client relationships; assist in developing new clients and opportunities * Ensures/Documents client work and conclusions in the client tax file Tax Consulting * Identifies, develops, recommends, and implements efficient and effective tax strategies Supervisory Responsibilities: * Manages teams of Senior Managers, Managers, Tax Seniors, and Associates Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's Degree in Accounting, Finance, Economics, or Statistics, required * Master's Degree in Accounting or Taxation, preferred Experience: * Ten (10) or more years of relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required * Financial Services industry experience supporting Alternative Investment funds including: Venture Capital, Private Equity, Real Estate, and Hedge Funds, preferred * Proficiency in the taxation of partnerships, preferred License/Certifications: * CPA or Licensed Attorney, or Internal Revenue Service Enrolled Agent, required * CFP or Masters in Tax, preferred Software: * Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred * Experience with tax research databases, preferred * Proficient in tax compliance process software, preferred Language: * N/A Other Knowledge, Skills, & Abilities: * Superior verbal and written communication skills * Ability to effectively delegate work as needed * Strong analytical, research and critical thinking skills as well as decision-making skills * Capacity to work well in a team environment * Capable of developing and managing a team of tax professionals * Ability to compose written tax advice * Capable of effectively developing and maintaining client relationships * Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients 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: $190,000 - $335,000 Colorado Range: $170,000 - $225,000 Illinois Range: $175,000 - $250,000 Maryland Range: $185,000 - $260,000 Massachusetts Range: $215,000 - $300,000 Minnesota Range: $170,000 - $250,000 New Jersey Range: $190,000 - $350,000 NYC/Long Island/Westchester Range: $230,000 - $350,000 Washington Range: $180,000 - $240,000 Washington DC Range: $190,000 - $300,000

Within the Special Projects Group in Transaction Advisory Services (the Managing Director is responsible for advising clients on U.S. federal income tax issues associated with mergers and acquisitions. The Managing Director in this role will be the primary client contact for technical tax work. Tax technical work may involve structuring and restructuring, consolidated return subsidiary share basis and earnings and profits analyses, Section 1202, and transaction cost analyses, with the primary focus of the role will be on Section 382 consultative projects, with the foregoing workstreams occurring in the context of Section 382 projects. In addition to serving in a lead client-facing role, it is expected the Managing Director will interface with professionals in the firm to help drive technological innovation with respect to Section 382 analyses. The responsibilities of this role will include working with BDO counterparts in India to increase capacity for Section 382 consulting, training the TAS team and overall tax practice as to Section 382 tax technical topics, and improving BDO's deliverables, tools, and templates related to Section 382. This position will review work prepared by Associate, Senior Associate, Manager, Senior Manager, and Director professionals in the Transaction Advisory Services Group, and work with Principals on client optimization strategies. In addition, the Managing Director will be involved in the marketing, networking, and business development within an area of expertise and specialization and may be asked to provide written tax advice to clients. Job Duties: Tax Specialization * Understands the technical and practical issues and opportunities regarding the taxation of corporate mergers, acquisitions, and restructurings involving corporate entities, including (but not limited to): * Form and ramifications of various taxable asset and stock transactions * Purchase price allocation rules * Section 338(h)(10), Section 338(g), and Section 336(e) elections * Application of Section 1202 to stock dispositions * Net operating loss and credit limitation rules (e.g., SRLY, Sections 382, 383, and 384); * Consolidated return regulations related to basis and E&P adjustments; * Tax considerations for subsidiaries joining or leaving a consolidated group, such as the circular basis adjustment rules, the unified loss rule, NOL allocation rules, excess loss accounts, deferred intercompany transactions, triggering events, excess loss accounts, etc. * Nonrecognition transactions and general requirements * Transaction costs and rules related to deductibility and capitalization * Serves as a primary technical resource for the technical practice areas described above for the Firm and its clients, including with respect to the broader tax practice Tax Consulting * Reviews calculations of anticipated tax ramifications of an asset deal relative to a stock deal * Reads and comments on stock purchase agreements and asset purchase agreements * Reviews and analyzes purchase price allocations * Conducts and reviews transaction costs analyses * Provides tax consulting services to the broader tax practice on tax issues and opportunities with respect to corporate mergers, acquisitions, restructurings, and tax attributes * Leads Section 382 studies and works with the Special Projects Group Leader to drive BDO's overall strategy with respect to Section 382 * Reviews step plans for legal entity rationalization/restructuring transactions, including pre-transaction restructurings, post-deal integration entity alignments, and other reorganizations * Reviews opinions, memoranda, and conducts tax technical research and analysis * Reviews stock basis and E&P analyses for consolidated groups * Reviews inside and outside basis analyses for C corporations * Frames projects and issues for effective delegation to directors, senior managers, managers, senior associates and associates * Reviews structure decks for taxable and nonrecognition transactions between unrelated third parties Research * Identifies when research is needed, clearly and concisely frames issues to be researched, and clearly and concisely reports the analysis * Applies most Firm and professional standards for preparation of WTA and tax returns * Involves additional firm specialists, as appropriate Strategy Development * Introduces and develops new or improved ideas for clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits * Reviews studies of tax implications and offers clients alternative courses of action * Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods Other duties as required Supervisory Responsibilities: * Supervises associates, senior associates, managers, senior managers, and/or directors on all projects * Reviews work prepared by associates, senior associates, managers, senior managers, and directors and provides review comments * Trains associates, senior associates, managers, senior managers, and directors on how to use all current software tools and to improve tax technical skills * Acts as a Career Advisor to associates, senior associates, managers, senior managers, and directors * Schedules and manages workload of associates, senior associates, managers, senior managers, and directors * Provides verbal and written performance feedback to associates, senior associates, managers, senior managers, and directors Qualifications, Knowledge, Skills, and Abilities: Education: * Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred * Juris Doctor (JD) or Master of Laws (LLM) with a focus on Tax, preferred * Master's degree in Accounting or Tax, preferred Experience: * Ten (10) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or legal experience in three or more of the areas listed below, required: * Knowledge of Section 382, and experience in preparing, reviewing, and auditing Section 382 studies * Knowledge of the consolidated return regulations, specifically experience in preparing, reviewing, and auditing consolidated subsidiary share basis and earnings and profits analyses * Knowledge of Section 1202 and experience preparing and reviewing Section 1202 analyses * Experience in preparing, reviewing, and auditing deliverables related to transaction structuring, legal entity rationalization, and post-transaction structural integration * Experience in preparing, reviewing, and auditing transaction cost analyses * Experience in drafting technical tax memorandums and opinions to support client positions License/Certifications: * CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), Internal Revenue Service Enrolled Agent ("EA"), or the equivalent of one of these designations, required * Possession of other professional degrees or certifications applicable to the role, preferred Software: * Proficient with the Microsoft Office Suite, preferred * Experience with tax research databases, including Checkpoint, Bloomberg, and CCH Intelliconnect, preferred Language: * N/A Other Knowledge, Skills, & Abilities: * Superior verbal and written communication skills * Ability to effectively delegate work as needed * Strong analytical, research and critical thinking skills as well as decision-making skills * Ability to work well in a team environment * Ability to develop team of tax professionals * Ability to compose written tax advice * Ability to effectively develop and maintain client relationships * Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to client * Demonstrates a high level of integrity * Ability to adapt quickly in uncertain or unstructured situations * Excellent communication skills, with the ability to give and receive criticism and feedback constructively * Ability to simplify complex issues for client and non-tax professional understanding * Ability to utilize and improve digital tools to reduce hours and optimize engagement efficiency * Intellectually curious, motivated to deliver work of the highest quality, and driven to expand knowledge of tax technical matters, BDO's business, its clients, and the team * Ability to lead by example, demonstrating to less experienced professionals the importance of continual personal and professional growth 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. Washington DC Range: $250,000 to $350,000

The Tax Experienced Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Tax Experienced Manager, Core Tax Services is charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition, the Tax Experienced Manager, Core Tax Services Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions. Job Duties: * Tax Compliance * Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM"). * Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate * Communicates with client and Assurance any issues identified in tax accrual reviews * May plan for early recognition of material tax and compliance issues and consults with the client and/or partner as appropriate * Manages client relationships/expectation sin accordance with the project * Provides advice to the clients in a timely manner * Plan and review the tax process and the procedures to be performed to Include: * Budgeting and staffing * Monitoring engagement process and actual time incurred vs. budget with assistance of Senior * Timely billing including management of identified out -of-scope activity and communication to client * Timely collection of A/R * Research * Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis. * Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process * Trains managers / staff on research skills and helps to appropriately frame tax issues for analysis * Involves firm specialists, as appropriate * ASC 740 (FAS 109 and FIN 48) Tax Accruals * Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48. * Applies, correctly and proactively, ASC 740, and Firm policies, standards, and BDO TQM regarding them * Helps others to learn and apply ASC 740 and Firm policies, standards, and BDO TQM regarding them * Reviews tax provisions -applies in-depth knowledge of ASC 740 if applicable to practice work * May review prepared workpapers * Explains and discusses with the client components of the income tax provision and uncertain tax positions as well as other complexities surrounding ASC 740 * Tax Consulting * Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes. * Applies the combination of tax knowledge and knowledge of business/industry to recommend solutions * Maximizes client benefits, especially by decreasing client taxes, while managing risk * Confers with STS specialists to determine applicability of STS consulting specialties to each client. Involves STS when appropriate * Monitors implementation of work plans (client service plan) if applicable for tax consulting projects to ensure they are efficiently and effectively conducted * Manages written or phone inquiries from federal and state agencies with little or no assistance * May provide effective assistance with protests at the appeals level * Implements applicable Firm strategies * Manages client expectations * Tax Specialization * Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits. * May be required to organize and conduct, or participate in conducting, effective external CPE training sessions in area of specialization, involving Firm specialists, at a minimum of once per year * May train and mentor managers/seniors/associates on specialization areas * Strategy Development * Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits. * Researches and implements tax strategies, including experimentation with promising new strategies and ideas * Consistently makes suggestions as to how previous work products or approaches can be improved * May present complex strategies to clients and prospective clients * Other duties as required Supervisory Responsibilities: * Supervises associates and senior associates on all projects * Reviews work prepared by associates and senior associates and provide review comments * Trains Associates and Seniors how to use all current software tools * May act as a Career Advisor to associates and senior associates * Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: * Bachelors degree, required; major in Accounting, Finance, Economics or Statistics, preferred * Masters in Accountancy or Taxation, preferred Experience: * Six (6) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required * Prior supervisory experience, required * Industry expertise in one or more tax specialty, 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), required * Possession of other professional degrees or certifications applicable to role, preferred Software: * Proficient with the Microsoft Office Suite, preferred * Experience with tax research databases and tax compliance process software, preferred Language: * N/A Other Knowledge, Skills & Abilities: * Superior verbal and written communication skills * Ability to effectively delegate work as needed * Strong analytical, research and critical thinking skills as well as decision-making skills * Capacity to work well in a team environment * Capable of developing and managing a team of tax professionals * Ability to compose written tax advice * Capable of effectively developing and maintaining client relationships * Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients 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: $136,000 - $165,000 Colorado Range: $115,000 - $165,000 Illinois Range: $120,000 - $139,000 Maryland Range: $121,000 - $145,000 Massachusetts Range: $130,000 - $147,750 Minnesota Range: $100,000 - $130,000 New Jersey Range: $130,000 - $165,000 NYC/Long Island/Westchester Range: $170,000 - $185,000 Washington Range: $131,400 - $160,000 Washington DC Range: $140,000 - $162,000

The Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Tax Managing Director is charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition, the Tax Managing Director will be critical member of the office / region leadership team and thus will be involved in the direct supervision as either a final or secondary reviewer under the partner. Finally, the Tax Managing Director actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions. Job Duties: Tax Compliance Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”). Manages engagements to achieve engagement management metrics Practices hands-on client service delivery Responsible for overall client service by encouraging team's adherence to TQM policies (including engagement letters, documentation, etc.) Research Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis. Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process Technical reviewers of WTAs in an area of expertise, as applicable to role ASC 740 (FAS 109 and FIN 48) Tax Accruals Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48. Applies technical expertise regarding income tax provisions in the area of international tax, valuation allowance credits, business combinations, and stock based compensation issues Reviews and applies income tax provision efficiently Tax Consulting Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes. Applies expert knowledge of the process of combining tax knowledge and knowledge of business/industry to recommend solutions and maximize results in the Firm Applies general knowledge of multiple tax specialties (i.e. International, SALT, Estate Planning) for issue identification and resolution Tax Specialization Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits. Has expert knowledge of application of standards Recognized as industry expert in specialized field of taxation Use expertise to advise clients on tax implications and recommend alternative courses of action and identify different methods of compliance Strategy Development Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits. Depending on specific role, may be required to present complex strategies to clients and prospective clients Other duties as required Supervisory Responsibilities: Ability to supervise associates, senior associates and managers, as the situation dictates Reviews work prepared by associates and senior associates and provide review comments Acts as a Career Advisor to associates, senior associates and managers Schedules and manages workload of associates, senior associates and managers Provides verbal and written performance feedback to associates, senior associates and managers Qualifications, Knowledge, Skills and Abilities: Education: Bachelors degree required; major in Accounting, Finance, Economics or Statistics preferred Masters in Accountancy or Taxation preferred Experience: Ten (10) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience required Industry expertise in one or more tax specialty preferred Prior supervisory experience required 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) required Possession of other professional degrees or certifications applicable to role preferred Software: Proficient with the Microsoft Office Suite preferred Experience with tax research databases and tax compliance process software preferred Language: N/A Other Knowledge, Skills & Abilities: Superior verbal and written communication skills Ability to effectively delegate work as needed Strong analytical, research and critical thinking skills as well as decision-making skills Capacity to work well in a team environment Capable of developing and managing a team of tax professionals Ability to compose written tax advice Capable of effectively developing and maintaining client relationships Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients 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: $190,000 - $335,000 Colorado Range: $185,000 - $225,000 Illinois Range: $175,000 - $250,000 Maryland Range: $185,000 - $260,000 Massachusetts Range: $215,000 - $300,000 Minnesota Range: $170,000 - $250,000 New Jersey Range: $190,000 - $350,000 NYC/Long Island/Westchester Range: $230,000 - $350,000 Washington Range: $196,400 - $249,400 Washington DC Range: $190,000 - $300,000

The Tax Experienced Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Tax Experienced Manager, Core Tax Services is charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition, the Tax Experienced Manager, Core Tax Services Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions. Job Duties: Tax Compliance Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”). Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate Communicates with client and Assurance any issues identified in tax accrual reviews May plan for early recognition of material tax and compliance issues and consults with the client and/or partner as appropriate Manages client relationships/expectation sin accordance with the project Provides advice to the clients in a timely manner Plan and review the tax process and the procedures to be performed to Include: Budgeting and staffing Monitoring engagement process and actual time incurred vs. budget with assistance of Senior Timely billing including management of identified out -of-scope activity and communication to client Timely collection of A/R Research Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis. Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process Trains managers / staff on research skills and helps to appropriately frame tax issues for analysis Involves firm specialists, as appropriate ASC 740 (FAS 109 and FIN 48) Tax Accruals Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48. Applies, correctly and proactively, ASC 740, and Firm policies, standards, and BDO TQM regarding them Helps others to learn and apply ASC 740 and Firm policies, standards, and BDO TQM regarding them Reviews tax provisions -applies in-depth knowledge of ASC 740 if applicable to practice work May review prepared workpapers Explains and discusses with the client components of the income tax provision and uncertain tax positions as well as other complexities surrounding ASC 740 Tax Consulting Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes. Applies the combination of tax knowledge and knowledge of business/industry to recommend solutions Maximizes client benefits, especially by decreasing client taxes, while managing risk Confers with STS specialists to determine applicability of STS consulting specialties to each client. Involves STS when appropriate Monitors implementation of work plans (client service plan) if applicable for tax consulting projects to ensure they are efficiently and effectively conducted Manages written or phone inquiries from federal and state agencies with little or no assistance May provide effective assistance with protests at the appeals level Implements applicable Firm strategies Manages client expectations Tax Specialization Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits. May be required to organize and conduct, or participate in conducting, effective external CPE training sessions in area of specialization, involving Firm specialists, at a minimum of once per year May train and mentor managers/seniors/associates on specialization areas Strategy Development Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits. Researches and implements tax strategies, including experimentation with promising new strategies and ideas Consistently makes suggestions as to how previous work products or approaches can be improved May present complex strategies to clients and prospective clients Other duties as required Supervisory Responsibilities: Supervises associates and senior associates on all projects Reviews work prepared by associates and senior associates and provide review comments Trains Associates and Seniors how to use all current software tools May act as a Career Advisor to associates and senior associates Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelors degree, required; major in Accounting, Finance, Economics or Statistics, preferred Masters in Accountancy or Taxation, preferred Experience: Six (6) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required Prior supervisory experience, required Industry expertise in one or more tax specialty, 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), required Possession of other professional degrees or certifications applicable to role, preferred Software: Proficient with the Microsoft Office Suite, preferred Experience with tax research databases and tax compliance process software, preferred Language: N/A Other Knowledge, Skills & Abilities: Superior verbal and written communication skills Ability to effectively delegate work as needed Strong analytical, research and critical thinking skills as well as decision-making skills Capacity to work well in a team environment Capable of developing and managing a team of tax professionals Ability to compose written tax advice Capable of effectively developing and maintaining client relationships Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients 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: $136,000 - $165,000 Colorado Range: $115,000 - $165,000 Illinois Range: $120,000 - $139,000 Maryland Range: $121,000 - $145,000 Massachusetts Range: $130,000 - $147,750 Minnesota Range: $100,000 - $130,000 New Jersey Range: $130,000 - $165,000 NYC/Long Island/Westchester Range: $170,000 - $185,000 Washington Range: $131,400 - $160,000 Washington DC Range: $140,000 - $162,000

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Job Duties: Manages tax and consulting engagements and enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunities Works directly with clients and their advisors to gather information needed to prepare tax returns Reviews individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and interns Directs communication with government agencies for matters of the highest complexity Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership Develops and expands your understanding of tax concepts and knowledge through client engagements and current tax developments Prioritizes and completes tasks both individually and with a team Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training Builds new relationships and maintains existing relationships with BDO professionals and external sources Supervisory Responsibilities: Supervises associates and senior associates on all projects Reviews work prepared by associates and senior associates and provide review comments Trains Associates and Seniors how to use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and manages workload of associates and senior associates Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred Master's degree in Accountancy or Taxation, preferred Experience: Five (5) or more years prior experience in accounting, finance, or law, required Experience working in public accounting, or the private client service area, preferred License/Certifications: Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (“EA”) credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required Possession of other professional degrees or certifications applicable to role, preferred Software: Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred Languages: N/A Other Knowledge, Skills & Abilities: Initiative Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps Manages client engagements, supervises, and reviews work of team members Communication Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative Maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work Resolves client service issues in a timely and acceptable manner Leadership Supports a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality work Ability to act as primary client contact for return preparation and coordination with client and engagement team on other client tax matters Business Development Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO Involves firm specialists and other business lines to increase cross service opportunities People Development Supervises, develops, and trains employees Acts as a mentor to associates and senior associates Provides verbal and written performance feedback to associates and senior associates 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: $112,000 - $150,000 Colorado Range: $111,500 - $130,000 Illinois Range: $105,000 - $130,000 Maryland Range: $113,000 - $120,000 Massachusetts Range: $120,000 - $127,000 Minnesota Range: $90,000 - $120,000 New Jersey Range: $115,000 - $140,000 NYC/Long Island/Westchester Range: $125,000 - $160,000 Washington Range: $110,000 - $125,000 Washington DC Range: $120,000 - $140,000

A STS Tax Senior Manager, State and Local Taxation is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the STS SALT Senior Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance. In addition, the STS SALT Senior Manager will work with the Core Tax Partners, Directors, and Senior Managers to provide SALT expertise to their clients. Job Duties: * Research * Identifies complex situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted * Analyzes researched facts and the sources utilized prior to composing a detailed report of the research findings * Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel * Tax Compliance * Conducts detailed reviews of tax returns with the ability to identify most significant state tax issues * Composes responses to notices from state taxing authorities * Provides assistance with exam support * Tax Consulting * Drafts tax memorandums, tax opinions and other documentation on various tax issues * Applies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriate * Determines tax planning process * Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements * Assists in the development of consultative selling strategies * Manages the expectations of assigned clients * Tax Controversy * Represents clients before any tax authority on contested issues * Tax Related Software * Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks * Tax Specialization * Provides technical client service to multi-state companies with state and local tax issues * Conducts negotiation of settlements, voluntary disclosure agreements and state tax audit representation * Drafts technical memoranda regarding state and local tax issues * Accounting for Income Taxes - SFAS109 * Prepares tax accrual workpapers * ASC740-10 * Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48, as well as FAS5 for sales tax and unclaimed properties * Strategy Development * Reviews studies of tax implications to identify alternative courses of actions to benefits clients * Develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefits * Assist with researching potential tax strategies * Suggests marketing approaches for new client acquisition * Other duties as required * Supervisory Responsibilities: * Supervises the day-to-day workload of STS SALT Managers, Senior Associates, and Associates on assigned engagements and reviews work product * Ensures STS SALT Managers, Senior Associates, Associates and Interns are trained on all relevant tax software * Evaluates the performance of STS SALT Managers, Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development * Delivers periodic performance feedback and completes performance evaluations for STS SALT Managers, Senior Associates, Associates and Interns * Acts as Career Advisor to STS SALT Managers, Senior Associates, and Associates, as appropriate * Other duties as required Qualifications, Knowledge, Skills and Abilities: Education: * Bachelors degree in Accounting or other relevant field required * Masters degree in Accounting/Taxation or J.D. preferred Experience: * Eight + years of prior experience in state and local/multistate experience required * Prior experience supervising tax professionals on a project or engagement basis required * Prior experience preparing and/or reviewing tax provisions preferred * Prior experience with corporate taxation, consolidations and partnerships preferred License/Certifications: * CPA certification or other relevant certification preferred Software: * Proficient in the use of Microsoft Office Suite, specifically Excel and Word preferred * Exposure to and familiarity with standard tax applications and research tools preferred Language: * N/A Other Knowledge, Skills & Abilities: * Excellent oral and written communication skills * Superior analytical and research skills * Solid organizational skills especially ability to meet project deadlines with a focus on details * Ability to successfully multi-task while working independently or within a group environment * Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously * Capable of effective managing a team of tax professionals and delegating work assignments as needed * Capacity to build and maintain strong relationships with internal and client personnel * Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel * Executive presence and ability to act as primary contact on assigned engagements * Ability to successfully interact with professionals at all levels * Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services * Advanced knowledge of sources of relevant information utilized in tax filings * Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential tax issues 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: $99,750 - $262,500 Maryland Range: $99,750 - $262,500 NYC/Long Island/Westchester Range: $99,750 - $262,500 Washington DC Range: $99,750 - $262,500

A STS Tax Senior Manager, State and Local Taxation is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the STS SALT Senior Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance. In addition, the STS SALT Senior Manager will work with the Core Tax Partners, Directors, and Senior Managers to provide SALT expertise to their clients. Job Duties: Research Identifies complex situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted Analyzes researched facts and the sources utilized prior to composing a detailed report of the research findings Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel Tax Compliance Conducts detailed reviews of tax returns with the ability to identify most significant state tax issues Composes responses to notices from state taxing authorities Provides assistance with exam support Tax Consulting Drafts tax memorandums, tax opinions and other documentation on various tax issues Applies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriate Determines tax planning process Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements Assists in the development of consultative selling strategies Manages the expectations of assigned clients Tax Controversy Represents clients before any tax authority on contested issues Tax Related Software Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks Tax Specialization Provides technical client service to multi-state companies with state and local tax issues Conducts negotiation of settlements, voluntary disclosure agreements and state tax audit representation Drafts technical memoranda regarding state and local tax issues Accounting for Income Taxes - SFAS109 Prepares tax accrual workpapers ASC740-10 Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48, as well as FAS5 for sales tax and unclaimed properties Strategy Development Reviews studies of tax implications to identify alternative courses of actions to benefits clients Develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefits Assist with researching potential tax strategies Suggests marketing approaches for new client acquisition Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload of STS SALT Managers, Senior Associates, and Associates on assigned engagements and reviews work product Ensures STS SALT Managers, Senior Associates, Associates and Interns are trained on all relevant tax software Evaluates the performance of STS SALT Managers, Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development Delivers periodic performance feedback and completes performance evaluations for STS SALT Managers, Senior Associates, Associates and Interns Acts as Career Advisor to STS SALT Managers, Senior Associates, and Associates, as appropriate Other duties as required Qualifications, Knowledge, Skills and Abilities: Education: Bachelors degree in Accounting or other relevant field required Masters degree in Accounting/Taxation or J.D. preferred Experience: Eight + years of prior experience in state and local/multistate experience required Prior experience supervising tax professionals on a project or engagement basis required Prior experience preparing and/or reviewing tax provisions preferred Prior experience with corporate taxation, consolidations and partnerships preferred License/Certifications: CPA certification or other relevant certification preferred Software: Proficient in the use of Microsoft Office Suite, specifically Excel and Word preferred Exposure to and familiarity with standard tax applications and research tools preferred Language: N/A Other Knowledge, Skills & Abilities: Excellent oral and written communication skills Superior analytical and research skills Solid organizational skills especially ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously Capable of effective managing a team of tax professionals and delegating work assignments as needed Capacity to build and maintain strong relationships with internal and client personnel Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel Executive presence and ability to act as primary contact on assigned engagements Ability to successfully interact with professionals at all levels Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services Advanced knowledge of sources of relevant information utilized in tax filings Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential tax issues 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: $99,750 - $262,500 Maryland Range: $99,750 - $262,500 NYC/Long Island/Westchester Range: $99,750 - $262,500 Washington DC Range: $99,750 - $262,500

The Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Core Tax Services Senior Manager is charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition, the Core Tax Services Senior Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions. Job Duties: Tax Compliance Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”). Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate Plans for early recognition of material tax and compliance issues and consults with the client and/or partner as appropriate Research Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis. Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process Trains managers / staff on research skills and helps to appropriately frame tax issues for analysis Involves firm specialists, as appropriate ASC 740-10 (FAS 109 and FIN 48) Tax Accruals Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48. Applies, correctly and proactively, ASC 740-10, and Firm policies, standards, and BDO TQM regarding them Helps others to learn and apply ASC 740-10 and Firm policies, standards, and BDO TQM regarding them Reviews tax provisions -applies in-depth knowledge of ASC 740-10 if applicable to practice work Reviews prepared workpapers Explains and discusses with the client components of the income tax provision and uncertain tax positions as well as other complexities surrounding ASC 740-10 Tax Consulting Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes. Applies the combination of tax knowledge and knowledge of business/industry to recommend solutions Maximizes client benefits, especially by decreasing client taxes, while managing risk Confers with STS specialists to determine applicability of STS consulting specialties to each client. Involves STS when appropriate Monitors implementation of work plans (client service plan) if applicable for tax consulting projects to ensure they are efficiently and effectively conducted Manages written or phone inquiries from federal and state agencies with little or no assistance Provides effective assistance with protests at the appeals level Implements applicable Firm strategies Manages client expectations Tax Specialization Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits. May be required to organize and conduct, or participate in conducting, effective external CPE training sessions in area of specialization, involving Firm specialists, at a minimum of once per year May train and mentor managers/seniors/associates on specialization areas Strategy Development Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits. Researches and implements tax strategies, including experimentation with promising new strategies and ideas Consistently makes suggestions as to how previous work products or approaches can be improved May lead marketing campaigns, if applicable to role Presents complex strategies to clients and prospective clients Other duties as required Supervisory Responsibilities: Supervises associates and senior associates on all projects Reviews work prepared by associates and senior associates and provide review comments Trains Associates and Seniors how to use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and manages workload of associates and senior associates Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelors degree required; major in Accounting, Finance, Economics or Statistics preferred Master's in Accountancy or Taxation preferred Experience: Eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience required Industry expertise in one or more tax specialty preferred Prior supervisory experience required 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) required Possession of other professional degrees or certifications applicable to role preferred Software: Proficient with the Microsoft Office Suite preferred Experience with tax research databases and tax compliance process software preferred Language: N/A Other Knowledge, Skills & Abilities: Superior verbal and written communication skills Ability to effectively delegate work as needed Strong analytical, research and critical thinking skills as well as decision-making skills Capacity to work well in a team environment Capable of developing and managing a team of tax professionals Ability to compose written tax advice Capable of effectively developing and maintaining client relationships Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients 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: $146,000 - $200,000 Colorado Range: $165,000 - $180,000 Illinois Range: $140,000 - $190,000 Maryland Range: $150,000 - $180,000 Massachusetts Range: $150,000 - $206,000 Minnesota Range: $130,000 - $190,000 New Jersey Range: $155,000 - $200,000 NYC/Long Island/Westchester Range: $190,000 - $225,000 Washington Range: $158,400 - $215,400 Washington DC Range: $162,000 - $190,000