Tax Experienced Senior, Core Tax Services

Job Description

Job Summary:

A Tax Experienced 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 Experienced Senior, Core Tax Services will act as the main client contact for general questions and information and 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

Manages projects by developing a budget; monitoring budget vs. actual; scheduling resources for project and identifying out-of-scope activity

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 (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

Identifies and discusses uncertain positions with team members

Reviews & prepares footnote disclosures in compliance with ASC 740

Utilizes and manages STS

Drafts tax provision memorandums

Communicates with Assurance counterparts to timely plan tax accrual reviews

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:

Bachelor’s degree in accounting, Finance, Economics or Statistics OR Bachelor's degree in other focus area and CPA certification required (or Authorization to Test for the CPA exam, or equivalent documentation, prior to start date in your state of employment), required

Master’s in accountancy or taxation, preferred

Experience:

Three (3) 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 to 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: $96,000 - $125,000

Colorado Range: $85,500 - $104,500

Illinois Range: $100,000 - $120,000

Maryland Range: $98,000 - $110,000

Massachusetts Range: $102,000 - $119,000

Minnesota Range: $80,000 - $95,000

New Jersey Range: $88,000 - $125,000

Ohio Range: $85,000 - $115,000

NYC/Long Island/Westchester Range: $110,000 - $125,000

Washington Range: $87,400 - $120,000

Washington DC Range: $105,000 - $117,000

About Us

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

As technology continues to shape how we work, BDO values the ability to apply generative and agentic AI solutions to develop work products, improve workflows and identify potential risks. Across our firm, we emphasize professional judgment in validating AI-generated outputs for accuracy, quality, and compliance.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits\* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!

\*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

Click here to find out more!

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Job Info

Job Identification

14636

Job Category

Generalist

Posting Date

11/05/2026, 12:12 AM

Apply Before

11/08/2026, 12:12 AM

Job Schedule

Full time

Locations

225 W. Randolph Street, Chicago, IL, 60606, US