Senior Tax Accountant jobs at Moss Adams - 41 jobs

Haskell & White LLP has been providing exceptional services to valued clients since our inception in 1988; we deliver top-tier results with the utmost accuracy. Tax is an essential dimension for nearly all business entities; these businesses need experts they can rely on and know that their business is in great hands. Haskell & White LLP understands the importance and complexity of all tax issues that face businesses today. Our team works on key client issues in federal and international taxation to implant tailored tax strategies to our client's business objectives. We develop authentic relationships with our clients, and we solve real problems. We are seeking a highly motivated and experienced Tax Seniors to join our dynamic team. The ideal candidate will have a strong background in tax compliance and consulting, excellent client service skills, and the ability to manage multiple projects efficiently. As a Tax Senior at Haskell & White LLP, you will play a key role in delivering high-quality tax services and developing lasting client relationships. Job Type: Full-time Salary: $82,000.00 - $115,000.00 per year Job Responsibilities: * Perform complex tax preparation, tax research, and tax planning under manager/supervisor direction. * Provide work supervision and technical guidance to less experienced staff. * Contact clients to request and gather information and documentation, addressing tax matters appropriate to their level. * Prepare individual income taxes (intermediate to advanced). * Prepare entity income taxes (intermediate to advanced) including C & S Corporations, Partnerships, LLCs, Non-Profits, Trusts, and Estates. * Prepare tax provision schedules by reviewing, preparing, and consolidating provision schedules. * Effectively manage multiple client projects with direction from managers. * Review tax returns prepared by less experienced staff. * Understand the client's business and related needs to form, maintain, and strengthen relationships with client personnel. * Maintain project files and supporting documentation by reviewing, interpreting, and implementing new or revised laws. * Ensure proper and consistent application of accounting principles in performing tax returns. * Identify and document control deficiencies or other matters that warrant the attention of management. * Participate in education opportunities for self and others; read professional publications; maintain personal networks; participate in professional organizations. * Participate in and ensure timely and accurate time entry, billing, and collection efforts. Qualification requirements are as follows: * A Bachelor's degree in Accounting or a related field. * 3-5 years of experience in public accounting with a focus on tax. * The candidate must have satisfied the educational requirements to sit for the CPA exam and be prepared to obtain CPA certification within 18 months of starting employment. * Strong understanding of tax laws, regulations, and compliance requirements. * Proficiency in tax preparation software and Microsoft Office Suite. * Excellent analytical, organizational, and communication skills. * Ability to manage multiple projects and meet deadlines in a fast-paced environment. * Commitment to providing exceptional client service and building strong client relationships. This position is full-time and the firm will accommodate a hybrid schedule although primarily in-office attendance is preferred. Benefits: * 401(k) matching * Medical, Vision, and Dental Insurance - Employer contributes 90% * Disability Insurance * Life insurance * Flexible schedule * Three weeks of paid vacation per year * Work from home

Haskell & White is seeking Tax Manager candidates with exceptional real estate partnership and corporate taxation talent. We are a team of professionals with experience and, leadership, a high level of understanding of the business climate today and for the foreseeable future. Help us drive revenue with your unique skills. Join a firm that understands its clients and provides an exceptional fast-paced environment for its professionals. If this sounds like a team you could thrive in, we want to meet you soon. We are poised to dominate the market with your help. You will lead and manage multiple tax engagements to deliver quality tax services for our clients in both real estate and corporate environments, work collaboratively and manage and assist staff members in their journey. A valid CPA license and extensive experience in Public Accounting is required for this role. Job Type: Full-time Salary: $110,000.00 - $150,000.00 per year Benefits: 401(k) matching Medical, Vision, and Dental insurance - Employer contributes 90% Disability insurance Life insurance Flexible schedule Four weeks of paid vacation per year Work from home Experience: 5 years (Preferred) License/Certification: CPA License (Preferred)

Job Description Haskell & White LLP has been providing exceptional services to valued clients since our inception in 1988; we deliver top-tier results with the utmost accuracy. Tax is an essential dimension for nearly all business entities; these businesses need experts they can rely on and know that their business is in great hands. Haskell & White LLP understands the importance and complexity of all tax issues that face businesses today. Our team works on key client issues in federal and international taxation to implant tailored tax strategies to our client's business objectives. We develop authentic relationships with our clients, and we solve real problems. We are seeking a highly motivated and experienced Tax Seniors to join our dynamic team. The ideal candidate will have a strong background in tax compliance and consulting, excellent client service skills, and the ability to manage multiple projects efficiently. As a Tax Senior at Haskell & White LLP, you will play a key role in delivering high-quality tax services and developing lasting client relationships. Job Type: Full-time Salary: $82,000.00 - $115,000.00 per year Job Responsibilities: Perform complex tax preparation, tax research, and tax planning under manager/supervisor direction. Provide work supervision and technical guidance to less experienced staff. Contact clients to request and gather information and documentation, addressing tax matters appropriate to their level. Prepare individual income taxes (intermediate to advanced). Prepare entity income taxes (intermediate to advanced) including C & S Corporations, Partnerships, LLCs, Non-Profits, Trusts, and Estates. Prepare tax provision schedules by reviewing, preparing, and consolidating provision schedules. Effectively manage multiple client projects with direction from managers. Review tax returns prepared by less experienced staff. Understand the client's business and related needs to form, maintain, and strengthen relationships with client personnel. Maintain project files and supporting documentation by reviewing, interpreting, and implementing new or revised laws. Ensure proper and consistent application of accounting principles in performing tax returns. Identify and document control deficiencies or other matters that warrant the attention of management. Participate in education opportunities for self and others; read professional publications; maintain personal networks; participate in professional organizations. Participate in and ensure timely and accurate time entry, billing, and collection efforts. Qualification requirements are as follows: A Bachelor's degree in Accounting or a related field. 3-5 years of experience in public accounting with a focus on tax. The candidate must have satisfied the educational requirements to sit for the CPA exam and be prepared to obtain CPA certification within 18 months of starting employment. Strong understanding of tax laws, regulations, and compliance requirements. Proficiency in tax preparation software and Microsoft Office Suite. Excellent analytical, organizational, and communication skills. Ability to manage multiple projects and meet deadlines in a fast-paced environment. Commitment to providing exceptional client service and building strong client relationships. This position is full-time and the firm will accommodate a hybrid schedule although primarily in-office attendance is preferred. Benefits: 401(k) matching Medical, Vision, and Dental Insurance - Employer contributes 90% Disability Insurance Life insurance Flexible schedule Three weeks of paid vacation per year Work from home

A Tax Experienced Senior, Core Tax Services is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers and working with tax software applications to complete tax returns for review. In this role, the Tax Experienced Senior, Core Tax Services will act as the main client contact for general questions and information and may be charged with supervising and reviewing the work of Core Tax Services Associates. 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 projects by planning the tax process and the procedures to be performed with quality Answers preparer questions, and coordinates engagement from onset by communicating expectations and procedures with preparers Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues Meets internal deadlines to match the client expectations for timely delivery of service Identifies book-to-tax differences Manages projects by developing a budget; monitoring budget vs. actual; scheduling resources for project and identifying out-of-scope activity 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 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 Prepares provision workpapers and discusses with the appropriate team members Identifies and discusses uncertain positions with team members Reviews & prepares footnote disclosures in compliance with ASC 740 Utilizes and manages STS Drafts tax provision memorandums Communicates with Assurance counterparts to timely plan tax accrual reviews Tax Consulting Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes Identifies consulting opportunities to reduce client's tax liability Provides efficient and effective support for client consulting projects Gathers relevant information for controversy work, efficiently and effectively Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files - Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom 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 May be required to prepare studies of tax implications and offers clients alternative courses of action Other duties as required Supervisory Responsibilities: May supervise and manage the day-to-day work assignments of Core Tax Services Associates Provides verbal and written performance feedback to Core Tax Associates, as necessary Acts as mentor to Core Tax Services Associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in accounting, Finance, Economics or Statistics OR Bachelor's degree in other focus area and CPA certification required (or Authorization to Test for the CPA exam, or equivalent documentation, prior to start date in your state of employment), required Master's in accountancy or taxation, preferred Experience: Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, preferred Industry expertise in one or more tax specialty, preferred Prior basic supervisory experience, preferred License/Certifications: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), preferred 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: Solid verbal and written communication skills Able to follow instructions as directed by members of Tax Team Able to prepare simple tax returns Takes appropriate actions without being asked Seeks advice of appropriate superiors regarding issues, problems related to compliance Ability to effectively delegate work as needed Trains other team members Strong analytical, research and critical thinking skills Able to work well in a team environment 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: $96,000 - $125,000 Colorado Range: $85,500 - $104,500 Illinois Range: $90,000 - $108,000 Maryland Range: $98,000 - $110,000 Massachusetts Range: $102,000 - $119,000 Minnesota Range: $80,000 - $95,000 New Jersey Range: $88,000 - $125,000 NYC/Long Island/Westchester Range: $115,000 - $130,000 Washington Range: $87,400 - $120,000 Washington DC Range: $105,000 - $117,000

The Tax Senior, Transfer Pricing is responsible for utilizing research skills and working with tax software applications to prepare simple tax returns. In this role, the Tax Senior, Transfer Pricing will be charged with gathering client information for appropriate tax filings and preparing tax accrual work papers, participating in the tax planning process and recognizing and communicating potential risks. Job Duties: * Transfer Pricing Studies: * Conducts transfer pricing studies involving the planning, documentation, audit defense and compliance stages * Scopes, designs, and conducts the financial analysis related to intercompany transactions to include, but is not limited to an evaluation of industry and client financial data to collectively benchmark or document appropriate intercompany pricing policies * Completes supplemental financial analysis involving the evaluation of market penetration scenarios, calculation of the value of intangible property, and the analysis of financial transactions (e.g., loan analysis, guarantees, insurance transactions) * Plans, schedules and executes transfer pricing analyses working under the direction of STS Senior Director or STS Manager * Manages deadlines and data due dates for assigned projects * Utilizes standard databases to gather company information (e.g., Compustat, Amadeus, kt MINE, Edgar, 10-K Wizard, Bloomberg, Lexis-Nexis, etc.) * Prepares project reports to document the compliance of the client's intercompany prices with foreign and domestic tax regulations and presents consulting advice summarizing the approach, research, quantitative analysis, and the results of the final analysis * Participates in scoping calls related to proposals and prepares draft proposals and engagement letters at the direction of STS Senior Director or STS Manager * Prepares presentations for current clients that convey the results of analyses and recommendations going-forward or providing a review of the service capabilities of the practice for potential clients * Participates in client interviews to gather information to understand the factors affecting intercompany transactions within a group of related companies, including but not limited to the following examples * Corporate structure * Division of functional responsibilities among affiliated companies within the corporate group * Distribution of risks among affiliated companies within the corporate group * Value drivers for profitability * Industry overview and competitive pressure * Historical context of current circumstances * Industry information * Manages and reviews benchmarking work completed by STS Transfer Pricing Associates * Tax Controversy * Applies understanding of the audit, competent authority and APA process including statutory deadlines and requirements * Prepares IDR responses on behalf of clients and works with clients to prepare appropriate arguments at audit, as necessary * Tax Provision and FIN 48 * Applies transfer pricing in the context of tax provisions and ASC 740-10 * Utilizes experience to draft memos for transfer pricing ASC 740-10 analysis * Collaboration with Core Tax and STS Groups * Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation * Maintains high level of visibility in local offices and region (e.g. networking with core tax and assurance managers and above) * Other duties as required Supervisory Responsibilities: * Supervises the day-to-day workload of STS Transfer Pricing Associates and Interns on assigned engagements and reviews work product * Ensures STS Transfer Pricing Associates and Interns are trained on all relevant tax software * Provides clarification and guidance on complex concepts and tasks to colleagues and clients, as appropriate * Delivers periodic performance feedback and completes performance evaluations for STS Transfer Pricing Associates and Interns * Acts as mentor to STS Transfer Pricing Associates and Interns, as appropriate * Monitors budgets and billings to manage project profitability Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree in Accounting, Economics, Finance or other relevant field, required * Advanced degree, preferred Experience: * More than (2) years of prior work experience, required * Experience working within a transfer pricing practice, required * Prior supervisory experience, preferred * Experience with review of tax provisions from a transfer pricing perspective, preferred License/Certifications: Software: * Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word * Prior exposure to S&P Compustat, Moody's RiskCalc, 10-K Wizard, kt MINE, and other financial databases products, preferred Language: * N/A Other Knowledge, Skills & Abilities: * Excellent oral and written communication skills * Strong analytical and basic 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 * Capable of working in a deadline-driven environment and handle multiple projects simultaneously * Capacity to build and maintain strong relationships with client personnel * Ability to successfully interact with professionals at all levels * Intermediate understanding of the technical and practical issues and opportunities regarding one or more areas of taxation * Intermediate knowledge and understanding of general calculations and cause / effect for taxable conditions on clients and the potential tax issues * Experience working on different types of analysis across a number of industries. 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

The Core Tax Services (“CTS”) Senior Manager - ASC740 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 corporate tax and ASC 740 tax issues. In this role, the Core Tax Services Senior Manager is charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the tax policy. In addition, the Core Tax Services Senior Manager 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 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 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 Identifies complex issues to be researched by engagement team and provides research methodology for efficient research processes Trains managers/staff on research skills and helps to appropriately frame ASC 740 tax issues for analysis Involves firm specialists, as appropriate ASC 740 (fka FAS 109 and FIN 48) Tax Accruals Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding ASC 740 Applies, correctly and proactively, ASC 740, and Firm policies, standards, and BDO TQM Clearly and concisely explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740 Communicates with Assurance team to timely plan tax accrual reviews, including budget, scope and delivery dates Reviews tax provisions- applies in depth knowledge of ASC 740 Reviews prepared workpapers Utilizes and manages Specialized Tax Services (“STS”), as needed Tax Consulting Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes Considers the applicability of CTS and STS consulting specialties for each client Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client Serves as a technical resource Ensures client service teams comply with Firm policy; regarding Written Tax Advice (“WTA”), Provides effective assistance with exam support Frames projects and issues for effective delegation to seniors and associates 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 effective internal CPE training sessions in area of specialization, involving Firm specialists May train and mentor managers/ seniors/associates on ASC 740 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 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 Collaborates with the Firm's National Tax and Specialized Tax Services to deliver high-quality deliverables and/or analyses on ASC 740 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 in Accounting or Taxation, required Masters degree in Accounting or Taxation, preferred Experience: Eight (8) or more years of prior experience, required Experience in managing the process of preparing and auditing ASC740 computations for both privately held and publicly traded clients, required Prior supervisory experience, required Multinational client experience, preferred License/Certifications: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), required Software: Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers, 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 Able to develop and manage a 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 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: $120,000 - $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: $150,000 - $190,000 Washington DC Range: $162,000 - $190,000

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 (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 * 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 * 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

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 (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 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 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

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 Experienced 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 Description: Manages tax and consulting engagements and enhances skills identifying and addressing 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 their understanding of tax concepts and knowledge through client engagements and current tax developments Prioritizes and completes tasks both individually and as part of 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 Schedules and manages workload of associates and senior associates 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: Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred Master's degree in Accountancy or Taxation, preferred Experience: Six (6) 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 Interacts directly with clients and their advisors; 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 Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolution to clients Manages and monitors key performance indicators (KPI's) as established by the business line 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: $136,000 - $165,000 Colorado Range: $105,000 - $150,000 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 Ohio Range: $110,000 - $170,000 NYC/Long Island/Westchester Range: $170,000 - $185,000 Washington Range: $130,000 - $145,000 Washington DC Range: $140,000 - $162,000

The Core Tax Services (“CTS”) Experienced Manager - ASC740 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 corporate tax and ASC 740 tax issues. In this role, the Core Tax Services Experienced Manager is charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the tax policy Job Duties: Tax Compliance Ensures 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 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 Identifies complex issues to be researched by engagement team and provides research methodology for efficient research processes Trains managers/staff on research skills and helps to appropriately frame ASC 740 tax issues for analysis Involves firm specialists, as appropriate ASC 740 (fka FAS 109 and FIN 48) Tax Accruals Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding ASC 740 Applies, correctly and proactively, ASC 740, and Firm policies, standards, and BDO TQM Clearly and concisely explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740 Communicates with Assurance team to timely plan tax accrual reviews, including budget, scope and delivery dates Reviews tax provisions- applies in depth knowledge of ASC 740 Reviews prepared workpapers Utilizes and manages Specialized Tax Services (“STS”), as needed Tax Consulting Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes Considers the applicability of CTS and STS consulting specialties for each client Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client Serves as a technical resource Ensures client service teams comply with Firm policy; regarding Written Tax Advice (“WTA”), Provides effective assistance with exam support Frames projects and issues for effective delegation to seniors and associates 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 effective internal CPE training sessions in area of specialization, involving Firm specialists May train and mentor managers/ seniors/associates on ASC 740 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 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 Collaborates with the Firm's National Tax and Specialized Tax Services to deliver high-quality deliverables and/or analyses on ASC 740 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 in Accounting or Taxation, required Masters degree in Accounting or Taxation, preferred Experience: Six (6) or more years of prior experience, required Experience in managing the process of preparing and auditing ASC740 computations for both privately held and publicly traded clients, required Prior supervisory experience, required Multinational client experience, preferred License/Certifications: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("CE") (or the equivalent of one of these designations), required Software: Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers, preferred 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 Able to develop and manage a 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 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: $115,000 - $165,000 Colorado Range: $100,000 - $150,000 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: $100,000 - $145,000 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

The Core Tax Services (“CTS”) Manager - ASC740 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 corporate tax and ASC 740 tax issues. In this role, the Core Tax Services Manager is charged with applying knowledge to understand potential tax issues, and recognizing and communicating potential risks and potential changes in the tax policy. 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 issues identified in tax accrual review with Assurance clients 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 Identifies complex issues to be researched by engagement team and provides research methodology for efficient research processes Trains managers/staff on research skills and helps to appropriately frame ASC 740 tax issues for analysis Involves firm specialists, as appropriate ASC 740 (fka FAS 109 and FIN 48) Tax Accruals Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding ASC 740 Applies, correctly and proactively, ASC 740, and Firm policies, standards, and BDO TQM Clearly and concisely explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740 Communicates with Assurance team to timely plan tax accrual reviews, including budget, scope and delivery dates Reviews tax provisions- applies in depth knowledge of ASC 740 Reviews prepared workpapers Utilizes and manages Specialized Tax Services (“STS”), as needed Tax Consulting Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes Considers the applicability of CTS and STS consulting specialties for each client Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client Serves as a technical resource Ensures client service teams comply with Firm policy; regarding Written Tax Advice (“WTA”), Provides effective assistance with exam support Frames projects and issues for effective delegation to seniors and associates 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 effective internal CPE training sessions in area of specialization, involving Firm specialists May train and mentor managers/ seniors/associates on ASC 740 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 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 Collaborates with the Firm's National Tax and Specialized Tax Services to deliver high-quality deliverables and/or analyses on ASC 740 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 in Accounting or Taxation, required Masters degree in Accounting or Taxation, preferred Experience: Five (5) or more years of prior experience, required Experience in managing the process of preparing and auditing ASC740 computations for both privately held and publicly traded clients, required Supervisory experience, required Multinational client experience, preferred License/Certifications: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), required Software: Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, required Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers, preferred 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 Able to develop and manage a 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 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: $102,300 - $150,000 Colorado Range: $115,000 - $135,000 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: $86,000 - $115,000 Washington DC Range: $120,000 - $140,000

An Tax Manager, International Tax Services is responsible for advising multinational clients in a large variety of industries 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 International Tax Manager will be charged with advising clients on a broad spectrum of international tax matters including tax planning, research, quantitative analysis, modeling of tax impacts of planning and international tax compliance. The Tax Manager, International Tax Services will manage international tax consulting projects for multinational businesses including identifying planning and optimization needs, developing solutions, communicating to the client in a non-technical manner while managing risk and coordinating the overall implementation process between the client, BDO internal services teams, BDO member firms globally and outside advisors. The Manager will also assess international tax filing obligations for the multinational structure(s), reviewing the international tax returns and overseeing the international tax compliance process, where appropriate, in addition to reviewing/developing tax technical positions. This role will also serve as a career advisor, train, and develop tax associates in addition to marketing, networking, and business development within area of experience. Job Duties: Tax Consulting: Assists clients and BDO client service teams in developing ideas, structures, and transactions - with a focus on international matters Interprets existing and new tax laws and client facts to maximize client benefits and identifies need for other expert resources, internal and external, to assist where necessary Coordinates with foreign BDO offices Coordinates completion of any international tax compliance/reporting requirements with client service team created through consulting engagement Assists in managing client expectations Understands, develops, and maintains workplans for tax consulting projects Identifies financial reporting and cash tax impact of various consulting engagements Applies basic knowledge and understanding of transfer pricing and foreign tax regimes Tax Specialization: Applies an in-depth understanding of the technical and practical international tax issues and opportunities and explores specializing in one or more international tax areas Organizes and conducts effective internal training sessions in the area of specialization Develops knowledge base of and personal network with professionals in selected foreign jurisdictions 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 Prepares Written Tax Advice (WTA) and confers with National Tax Office as appropriate Tax Compliance: Assists in managing client engagements Assists in conducting detailed review of international aspects of U.S. tax reporting and other client supplied data and identifies basic issues throughout the engagement Applies an in-depth knowledge of U.S. tax compliance and other filing requirements as they relate to a client's international operations, structures, and transactions Tax Controversy: Represents clients before the IRS on contested issues, as appropriate, and with assistance and guidance from senior international tax professionals ASC 740-10: Applies standards, firm policies and BDO Tax Quality Manual requirements Assists in reviewing international aspects of tax provisions including coordination of BDO colleagues in non-US jurisdictions Trains others in international tax aspects of ASC 740Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload of International Tax Senior Associates, Associates, and Interns on assigned engagements and reviews work product and ensures their technical development Delivers periodic performance feedback and completes performance evaluations for International Tax Senior Associates, Associates, and Interns Acts as mentor to International Tax Senior Associates, Associates, and Interns, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree, required; focus in Accounting or another business related major, preferred Juris Doctorate degree, LLM and/or MST/MBT, preferred Experience: Four (4) or more years of prior experience in corporate tax, international tax or legal professional services or equivalent experience through an advanced degree program, required Experience in international tax, required Prior experience supervising tax professionals on a project or engagement basis, 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 Software: Proficient in the use of Microsoft Office Suite, specifically Word, Excel, and PowerPoint, preferred Experience utilizing RIA, BNA, Lexis Nexis and/or Westlaw, preferred Language: N/A Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Ability to communicate complex technical items to target audience so that relevant issues are clearly understood Superior analytical and legal and tax research skills including building models and analysis of financial and numerical data Strong 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 Ability to work in a deadline-driven environment and handle multiple projects simultaneously Able to effectively manage a team of tax professionals and delegate work assignments as needed 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 sources of relevant information utilized in tax filings as well as the most widely used filing forms and awareness of other less widely used forms Advanced understanding of the technical and practical issues and opportunities regarding one or more areas of taxation and law Possesses a working knowledge of the application of standards that guide effective and efficient delivery of quality services and products in the taxation field 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: $79,800 - $168,000 Maryland Range: $79,800 - $168,000 NYC/Long Island/Westchester Range: $79,800 - $168,000 Washington DC Range: $79,800 - $168,000

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 Ohio Range: $105,000 - $150,000 NYC/Long Island/Westchester Range: $125,000 - $160,000 Washington Range: $110,000 - $125,000 Washington DC Range: $120,000 - $140,000

The Digital Assets Tax Manager assists in providing tax compliance & consulting services to the following clients: Lab companies doing protocol launches NFT creators, stablecoins, infrastructure companies that do mining and staking, exchanges, fintech companies, and corporations engaging with crypto/blockchain solutions. In this role, the Digital Assets Tax Manager is charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the tax policy. In addition, the Digital Assets Tax Manager is 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 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 Collaborates with Principals, 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 Ensures/Documents client work and conclusions in the client tax file 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 firm specialists, as appropriate Tax Consulting Assists with identifying, developing, recommending, and implementing efficient and effective tax strategies Leads clients with legal entity structuring, token genesis events, deal analysis, revenue recognition, sourcing, and implementation of clients' tax objectives Prepares and leads client meetings on advisory and compliance projects related to tax planning opportunities, and the tax implications of various transactions to the organization Tax Specialization Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., compliance, provision, corporate, partnership, state and local, international, structuring, mergers and acquisitions May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm specialists 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: Bachelor's Degree, required; focus in Accounting, Finance, Economics, or Statistics, preferred Master's Degree in Accounting or Taxation, preferred Experience: Five (5) or more years of relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required Prior supervisory experience, required Blockchain and Cryptocurrency industry experience supporting lab companies, NFT creators, stablecoins, infrastructure companies that do mining and staking, exchanges, fintech companies, and corporations engaging with crypto/blockchain solutions, 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: 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 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: $112,000 - $165,000 Massachusetts Range: $115,000 - $140,000

The Digital Assets Tax Manager assists in providing tax compliance & consulting services to the following clients: Lab companies doing protocol launches NFT creators, stablecoins, infrastructure companies that do mining and staking, exchanges, fintech companies, and corporations engaging with crypto/blockchain solutions. In this role, the Digital Assets Tax Manager is charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the tax policy. In addition, the Digital Assets Tax Manager is 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 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 * Collaborates with Principals, 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 * Ensures/Documents client work and conclusions in the client tax file 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 firm specialists, as appropriate Tax Consulting * Assists with identifying, developing, recommending, and implementing efficient and effective tax strategies * Leads clients with legal entity structuring, token genesis events, deal analysis, revenue recognition, sourcing, and implementation of clients' tax objectives * Prepares and leads client meetings on advisory and compliance projects related to tax planning opportunities, and the tax implications of various transactions to the organization Tax Specialization * Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., compliance, provision, corporate, partnership, state and local, international, structuring, mergers and acquisitions * May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm specialists 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: * Bachelor's Degree, required; focus in Accounting, Finance, Economics, or Statistics, preferred * Master's Degree in Accounting or Taxation, preferred Experience: * Five (5) or more years of relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required * Prior supervisory experience, required * Blockchain and Cryptocurrency industry experience supporting lab companies, NFT creators, stablecoins, infrastructure companies that do mining and staking, exchanges, fintech companies, and corporations engaging with crypto/blockchain solutions, 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: * 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 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: $112,000 - $165,000 Massachusetts Range: $115,000 - $140,000

A Tax Senior Manager, Business Incentives Group (BIG) in BDO's Specialized Tax Services (STS) business is charged with helping clients identify, document, and support tax positions related to their BIG tax credits and deductions. The BIG Senior Manager is a critical member of the STS BIG leadership team and actively participates in the marketing and business development of the BIG practice. In addition, the STS BIG Senior Manager develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to team members. Job Duties: Tax Specialization Maintains and develops an in-depth understanding of the technical and practical issues and opportunities regarding BIG tax benefits Identifies client opportunities and issues having to do with tax specializations other than BIG Tax Consulting Develops, recommends, and implements solutions to provide clients maximum tax benefits Stays informed of new legal and factual developments affecting clients' BIG tax positions and identifies and communicates to partners effective approaches to optimize these positions Identifies process improvements regarding, e.g., the processes of identifying, documenting, and supporting BIG benefits on exam and at appeals Identifies non-BIG tax and business opportunities for clients and prospects Tax Controversy Effectively represents clients before tax authorities Responds effectively to inquiries from federal and state tax authorities regarding BIG tax issues and questions ASC 740-10 Understands and applies industry and firm FAS 109 and FIN48 standards Recognizes, measures, and documents effectively financial benefit of BIG positions Research Identifies complex situations where research is necessary provides an outline of the issue (s) and conducts appropriate investigation on identified topics Confirms accuracy of facts and sources where appropriate prior to composing a detailed report of research findings Prepares studies of tax implications and outlines alternative courses of action to clients Composes effective research memos in support of projects / transactions Develops effective presentations for marketing and sales opportunities Tax Compliance Ensures clients comply with applicable authorities Identifies options for minimizing client tax and reporting burdens Identifies “gray areas” and recognizes and communicates to partners related risks Conducts detailed reviews of appropriate work papers and tax returns forms to identify basic, complex and advanced issues Ensures firm risk management and tax quality control standards and protocols are met Communicates with clients and appropriate Core Tax Services, Assurance, and Consulting personnel regarding any issues Strategy Development Develops new or improved ideas and strategies to advance the position of clients, the firm or firm personnel Suggests marketing approaches for new client acquisition Other duties as required Supervisory Responsibilities: Effectively supervises and reviews the day-to-day work of STS BIG Managers, Senior Associates, Associates, and Interns Ensures STS BIG Managers, Senior Associates, Associates, and Interns are well trained in all required areas Effectively evaluates the performance of STS BIG Managers, Senior Associates, Associates, and Interns and assists in the development of goals and objectives to enhance their professional development Delivers periodic performance feedback and completes constructive performance evaluations for STS BIG Managers, Senior Associates, Associates, and Interns Acts as Career Advisor to STS BIG Managers, Senior Associates, Associates, and Interns Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree, required Degree in accounting, tax, or finance, preferred Experience: Seven (7) or more years of prior experience, required Six (6) or more years' experience in BIG tax consulting, required Prior experience supervising tax consulting professionals, required Prior experience preparing and/or reviewing tax provisions, preferred Prior experience with corporate taxation, consolidations, and partnerships, preferred License/Certifications: CPA, preferred Software: Proficient in the use of Microsoft Office, especially Excel and Word Experience with tax related software and research databases such as Caseware, GoSystems, and other comparable programs Other Knowledge, Skills & Abilities: Knowledge, skills, and abilities in the BIG tax area commensurate with the level of experience required above Excellent verbal 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 and within a group environment Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously Ability to effectively manage a team of tax professionals and delegating work assignments as needed Ability to build and maintain strong relationships with firm and client personnel and the ability to successfully interact with professionals at all levels Ability to cultivate a positive team environment on engagements and contribute to the professional development of team personnel Executive presence and ability to act as primary contact on assigned engagements 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

Mergers & Acquisitions (M&A) Tax Senior Manager (Job Number: 28371) Employee Status: Regular Schedule: Full Time Primary Location: Orange County, CA Other Locations: Pasadena, CA, New York, NY, Woodland Hills, CA, Spokane, WA, San Diego, CA, Denver, CO, Walnut Creek, CA, El Segundo, CA, Tacoma, WA, San Francisco, CA, Dallas, TX, Phoenix, AZ, Seattle, WA, Silicon Valley, CA, Portland, OR, Houston, TX Description At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges. Introduction to the team Our Mergers and Acquisitions practice works with owners and investors to help them ease their tax burden and quantify tax exposures in a wide range of transactions, including buy-side and sell-side, restructuring, taxable and tax-free transactions. We provide our clients with tax due diligence, tax structuring, quantitative tax modeling services, transaction agreement review and consultation and tax technical support. Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Responsibilities: Engagement management with clients includes routinely working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries Work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A tax activities Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables and coaching and managing other team members Coordinate services as needed with other practice areas of the firm Build relationships with existing clients, including involvement in networking and business development activities Provide both leadership and supervision to Staff, Seniors and Managers Qualifications: Bachelor's degree with a major in accounting or related field required Master's degree in Taxation or JD with LLM in taxation preferred Minimum of 7 years of related experience Previous experience in a public accounting or law firm preferred CPA required. If not a CPA, must meet educational requirements to obtain CPA license upon hire in state of employment Previous experience in tax due diligence and merger and acquisitions tax consulting preferred Proven experience leading M&A tax services engagement teams at a large national professional services firm preferred Proven market facing skills required to develop new business and sustain existing excellent client relationships Minimum of 4 years of supervisory and training experience Proven experience managing multiple client engagements Strong project management and organizational skills Excellent Microsoft Excel skills Strong analytical, presentation and marketing skills required Must be willing and able to travel to client locations up to 50% Excellent interpersonal and verbal & written communication skills Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact *********************. Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page. Compensation Range: Washington State - $190,000 - $310,000 California State - $190,000 - $330,000 Colorado State - $190,000 - $310,000 New York State - $190,000 - $330,000