Tax Specialist IV jobs in United States
cer-icon
Apply on Employer Site
company-logo

BDO · 1 day ago

Tax Specialist IV

BDO is a leading accounting and advisory firm, and they are seeking a Tax Specialist IV responsible for preparing complex tax returns and workpapers for individuals. The role involves organizing client documents, processing tax returns, and ensuring compliance with deadlines and filing requirements.

AccountingBusiness DevelopmentFinancial ServicesOutsourcing
check
H1B Sponsor Likelynote

Responsibilities

Organizes documents received from Client Relationship Team (“CRT”)
Prepares and processes individual income tax returns
Completes workpapers using software SurePrep and/or Adobe and/or Excel
Performs appropriate referencing and documentation in software or on workpapers
Completes all return processing in GoSystems or other forms preparation software
Interacts with internal team to gain information, documents and data necessary to complete assigned tasks
Communicates significant issues to Tax Lead or Management
Meets internal deadlines to match the internal client expectations for timely delivery of service, and ensures data is collected and processed in a timely manner to comply with deadlines and filing requirements
Maintains client data accurately and effectively
Uses firm document storage processes, procedures and tools to manage data
Complies with all firm policies, standards and BSC client procedures
Complies with Tax Quality Manual
Assists Specialists levels II and III with day-to-day questions and issues, as needed
Assists Tax Leads with review of basic returns and workpapers
Other duties as required

Qualification

SurePrepGoSystemsAdobeIndividual tax returnsMicrosoft Office SuiteAccounting experienceMulti-taskingProfessional communicationTechnology skillsAttention to detailConfidentiality

Required

High School diploma or equivalent
Four (4) or more years of general accounting, tax experience, or equivalent experience earned working in public accounting or consulting
One (1) or more years of experience preparing individual tax returns
Proficient in the use of Microsoft Office Suite, specifically Excel, Word and Adobe
Ability to work in a deadline driven environment and handle multiple projects/tasks with an attention to detail
Ability to successfully multi-task while working in coordination with other professionals
Ability to understand and maintain confidentiality of all information
Ability to relate with diverse personalities in a tactful and mature manner
Ability to respond tactfully and professionally in high demand situations
Takes ownership of work and completes tasks in a timely manner
Ability to prioritize and meet both client and departmental demands
Capable of following procedures and communicating issues and status to multiple supervisors
Ability to efficiently process data using strong technology skills

Preferred

Associate degree in Accounting, Finance, or Business Administration
Proficient in the use of tax applications and research such as OneSource, SurePrep, GoSystems, GoFileRoom and DataFlow

Benefits

Employee Stock Ownership Plan (ESOP)
Comprehensive compensation and Total Rewards benefits

Company

BDO is the leading provider of professional services within the mid-tier of our profession.

H1B Sponsorship

BDO 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 Stage

Leadership Team

leader-logo
Barbara Derus
Managing Partner South Central Region - Transfer Pricing
linkedin
leader-logo
Benjamin Russell
Managing Partner, Transfer Pricing - East Region at BDO
linkedin
Company data provided by crunchbase