Tax Specialist IV jobs in United States
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BDO USA · 19 hours ago

Tax Specialist IV

BDO USA is a leading accounting and advisory organization, 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 internal and external deadlines.

AccountingConsultingFinancial Services
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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

Tax preparationSurePrepGoSystemsMicrosoft Office SuiteAccounting experienceMulti-taskingProfessional communicationData processingAttention to detailConfidentiality

Required

High School diploma or equivalent, required
Four (4) or more years of general accounting, tax experience, or equivalent experience earned working in public accounting or consulting, required
One (1) or more years of experience preparing individual tax returns, required
Proficient in the use of Microsoft Office Suite, specifically Excel, Word and Adobe, required

Preferred

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

Benefits

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

Company

BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.

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 Stage
Total Funding
$1.3B
Key Investors
Apollo
2023-08-15Debt Financing· $1.3B

Leadership Team

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Wayne Berson
CEO and BDO Principal
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Catherine Moy
Chief People Officer
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Company data provided by crunchbase