Reference #: 5276
Job Summary:
The Tax 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 Senior, Core Tax Services 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.
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 740-10 (FAS 109 and FIN 48) Tax Accruals
Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48.
Prepares provision workpapers and discusses with the appropriate team members;
Identify and discuss uncertain positions with team members;
Review & prepare footnote disclosures in compliance with 740-10-55.
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:
Bachelors degree in Accounting, Finance, Economics or Statistics required OR Bachelor\'s degree in other focus area and CPA certification required
Masters in Accountancy or Taxation preferred
Experience:
Two (2) 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 t 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: $84,000 - $110,000
Colorado Range: $72,000 - $90,000
NYC/Long Island/Westchester Range: $90,000 - $115,000
Washington Range: $80,000 - $95,000
Reference #: 53370
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world\'s top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the \"bank of banks\" - 97% of the world\'s top banks work with us as we lead and serve our customers into the new era of digital.
With over 239 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we\'re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.
We\'re seeking a future team member for the role of Senior Associate, Data Scientist to join our team! This role is located in Lake Mary, FL.
In this role, you\'ll make an impact in the following ways:
Assembling large, complex sets of data that meet non-functional and functional business requirements
Identifying, designing and implementing internal process improvements including re-designing infrastructure for greater scalability, optimizing data delivery, and automating manual processes
Building required infrastructure for optimal extraction, transformation and loading of data from various data sources using AWS and SQL technologies
Building analytical tools to utilize the data pipeline, providing actionable insight into key business performance metrics including operational efficiency and customer acquisition
Working with stakeholders including data, design, product and executive teams and assisting them with data-related technical issues
Working with stakeholders including the Executive, Product, Data and Design teams to support their data infrastructure needs while assisting with data-related technical issues
To be successful in this role, we\'re seeking the following:
Bachelor\'s degree in Computer Science Engineering or a related discipline, or equivalent combination of education and work experience required
2-3 years relevant experience
Design & build cloud-based data lake and warehousing solution in Snowflake to enable storage and processing of data at scale
Experience in Apache and Python
Design & develop real-time/near real-time event-driven ingestion patterns using Kafka, Airflow & dBT
Responsible for technical design, development and documentation of solution.
At BNY Mellon, our inclusive culture speaks for itself. Here\'s a few of our awards:
Fortune World\'s Most Admired Companies & Top 20 for Diversity and Inclusion
Bloomberg\'s Gender Equality Index (GEI)
Human Rights Campaign Foundation, 100% score Corporate Equality Index
, Disability: IN - 100% score
100 Best Workplaces for Innovators, Fast Company
CDP\'s Climate Change \'A List\'
Forbes Blockchain 50
Our Benefits:
BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life\'s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
