BDO USA · 2 hours ago
Specialty Tax Services Associate, State and Local Tax -Winter 2026 (Houston)
Houston, TX
Full-time
Hybrid
New Grad, Entry Level
$85K/yr - $120K/yrBDO USA is a leading accounting and advisory firm that offers tax services across various sectors. They are seeking a Specialty Tax Services Associate for State and Local Tax, who will be responsible for research, analysis, and preparation of tax filings while collaborating with experienced team members.
AccountingConsultingFinancial Services
Responsibilities
Identifies simple 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 WTA and tax returns as appropriate
Participates in the preparation, filing and completion of voluntary disclosure agreements for sales and use tax; income tax and unclaimed property
Drafts tax memorandums, tax opinions and other documentation on various tax issues
Assists in the drafting of responses to notices from state taxing authorities
Prepares modeling for tax and unclaimed property exposure analysis
Participates in the audit defense of client returns and tax positions
Ensures all data needed to comply with filing requirements is obtained and identifies missing items to need for preparation of assigned tax returns
Monitors current tax law changes and applies appropriately to the preparation of assigned tax returns
Manages collection and retention of all appropriate workpapers for assigned clients
Develops, recommends and implements standard tax methods to provide clients with maximum tax benefits related to current and future tax obligations
Utilizes online research tools, prior tax returns, interviews with client personnel and other resources to gather pertinent tax information related to assigned clients
Continues building tax knowledge by monitoring relevant tax laws and educating oneself on firm tax strategies and Tax Planning Ideas (TPIs)
Utilizes Caseware, GoSystems, tax research databases and other tax-related software in the completion of assigned tasks
Develops an in-depth understanding of the technical and practical issues and opportunities regarding SALT tax benefits
Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48, as well as FAS5 for sales tax and unclaimed properties
Assists in the preparation of studies of tax implications to identify alternative courses of actions to benefits clients
Develops an understanding of the impact of a client’s business objectives as it relates to the client’s tax situation
Other duties as required
Qualification
Required
Bachelors degree required; focus in Accounting, preferred
Proficient in the use of Microsoft Office Suite, specifically Word, Excel and PowerPoint, required
Excellent verbal 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
Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
Ability to prepare simple tax returns
Basic knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services
Basic 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
Basic knowledge and understanding of cause / effect for taxable conditions on clients and the potential tax issues
Basic knowledge of accounting theory, filing methodologies, and frequencies for sales tax returns
Preferred
Masters degree in Accounting/Taxation or J.D., preferred
Prior internship or other work experience within an accounting setting or public accounting, preferred
Eligible to sit for the CPA exams; progress towards admission to practice in a U.S. jurisdiction; progress towards Internal Revenue Service Enrolled Agent (“EA”) (or progress towards the equivalent of one of these designations) upon starting employment, preferred
Benefits
Employee Stock Ownership Plan (ESOP)
Flexibility and opportunities for advancement
Comprehensive compensation and Total Rewards benefits
Company
BDO USA
BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.
Founded in 1910
10001+ employees
H1B Sponsorship
BDO USA has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)
Funding
Current Stage
Late StageTotal Funding
$1.3BKey Investors
Apollo
2023-08-15Debt Financing· $1.3B
Leadership Team
Wayne Berson
CEO and BDO Principal
Catherine Moy
Chief People Officer
Recent News
2026-01-22
2026-01-20
International Accounting Bulletin
2026-01-12
Company data provided by crunchbase