BDO USA · 2 hours ago
Specialty Tax Services Associate, Global Employer Services, ESOP - Winter 2026 (San Diego)
San Diego, CA
Full-time
Hybrid
New Grad, Entry Level
$85K/yr - $120K/yrBDO USA is a leading accounting and advisory firm, and they are seeking a Specialty Tax Services Associate for their Global Employer Services team. The role involves assisting in tax-related research, calculations, compliance, and general practice support to serve clients effectively.
AccountingConsultingFinancial Services
Responsibilities
Research
Identifies situations when research is necessary, providing an outline of the issue(s) and the appropriate source of research to be conducted
Reviews SEC filings of public companies, survey data, issue briefs prepared by legal and accounting experts, and “best practice” guidelines published by investor advisory groups as background for providing clients with creative approaches to compensation opportunities that promote shareholders’ interests
Composes detailed reports of the research findings
Calculations and analysis
Reviews and analyzes client data and uses Excel modeling to prepare calculations needed for various consulting projects related to equity compensation and incentive plan design, retirement plans, payroll tax requirements, mobile employee cost projections, and M&A transactions
Analyzes researched facts and the sources utilized
Tax and Information Reporting compliance
Assists with the preparation of the following returns as needed:
US individual tax returns for inbound and outbound international assignees
Forms 5500 for qualified retirement plans
Payroll tax forms such as 941, W-2, 1099, etc
Informational reporting for equity plans such as Form 3921
General practice support
Communicates with clients as needed to support gathering of data and completion of projects
Assists with creating and organizing file documentation in support of client engagements
Assists with presentation materials for internal and external purposes, e.g., webinars, proposals, etc
Other duties as required
Qualification
Required
Bachelor's degree in Accounting, Finance, Economics or Statistics, required; OR Bachelor's degree in other focus areas and CPA certification, required
Strong written and verbal communication skills
Solid organizational skills especially ability to meet project deadlines with a focus on details
Ability to follow instructions as directed
Ability to work effectively in a team setting
Positive attitude and willingness to learn
Seeks advice of appropriate superiors regarding issues related to compliance
Intermediate to advanced skills in PowerPoint and Excel
Preferred
Advanced degrees, such as a JD or Masters in Tax, preferred
Prior experience related to workforce programs and issues, 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) certification or progress towards the equivalent of one of these designations upon starting employment, preferred
Proficient in Microsoft Office Suite, specifically Word, Excel and PowerPoint, preferred
Benefits
Employee Stock Ownership Plan (ESOP)
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