• Ensures that clients comply with all applicable authorities, while minimizing tax and reporting burdens
• Ensures tax team complies with all Firm policies and standards
• Identifies when research is needed and clearly frames issues to be researched; concisely reports the analysis of research
• Builds relationships with clients to discuss a variety of federal tax concerns
• Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits
• Advises and provides tax consultations, and communicate high-level tax concepts
• Develops a strong knowledge base through continual education by tax research, reviewing trends, and other practices
• Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation
• Manages engagement workflow, engagement team resources, and engagement billing
• Leads and provides career guidance for the development and motivation of the tax team
• Provides verbal and written performance feedback to associates and senior associates
• Provides technical tax advice and planning services to a portfolio of projects
• Communicates with the IRS and state and local tax authorities

Tax Manager

• 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 work papers
• Working with tax software applications to complete tax returns for review
• Coordinating with the manager and principal and advising clients on the tax implications of their business objectives
• Evaluating and selecting alternative actions to lessen tax burden and cost of compliance
• Identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues
• Involved in growing their marketing, networking and business development within an area of expertise and specialization

Tax Supervisor

• 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 work papers
• Working with tax software applications to complete tax returns for review
• Coordinating with the manager and principal
• Advising clients on the tax implications of their business objectives
• Evaluating and selecting alternative actions to lessen tax burden and cost of compliance
• Identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues
• Involved in growing marketing, networking and business development within an area of expertise and specialization
• May be asked to provide written tax advice to clients

• 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 Rea’s tax quality control policies
• Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate
• Communicates with clients and Assurance any issues identified in tax accrual reviews
• Plans and reviews the tax process and the procedures to be performed to include budgeting and staffing, monitoring engagement process and actual time incurred vs. budget with assistance of Senior, timely billing including management of identified out-of-scope activity and communication to client, timely collection of A/R
• Manages client relationships/expectations in accordance with the project
• Provides advice to clients in a timely manner
• 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 (“Written Tax Advice”) and tax returns
• Correctly and proactively applies Firm policies, standards, and Rea’s tax quality control policies regarding FAS 109 and FIN 48
• Applies, correctly and proactively, ASC 740-10, and Firm policies, standards, and BDO TQM regarding them
• Explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740-10
• Communicates with Assurance counterparts to timely plan tax accrual reviews, including budget, scope and delivery dates
• Utilizes and manages STS (specialized tax services), as needed
• Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes
• Considers the applicability of CTS (core tax services) and STS consulting specialties for each client
• Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client
• Serves as a technical resource
• Ensures client service teams comply with Firm policy; regarding Written Tax Advice (“WTA”)
• Provides effective assistance with exam support
• Frames projects and issues for effective delegation to seniors and associates
• Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits
• May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm specialists
• 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
• Reviews studies of tax implications and offers clients alternative courses of action
• Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods
• Supervises associates, senior associates and supervisors on all projects
• Reviews work prepared by associates, senior associates and supervisors and provide review comments
• Trains Associates, Seniors and Supervisors how to use all current software tools
• Acts as a Career Advisor to associates, senior associates and supervisors
• Schedules and manages workload of associates, senior associates and supervisors
• Provides verbal and written performance feedback to associates, senior associates and supervisors

Tax Supervisor – Small Business Focus

Data Engineer

• Design, develop, and maintain scalable data pipelines using SQL, Spark (Spark SQL / PySpark) and other technologies to support the organization’s growing data Lakehouse
• Ensure that data platforms are properly architected for scalability, performance, and data integrity. Work cross-functionally to make sure data platforms are properly integrated with other systems
• Design ETL/ELT processes to ingest data from various sources and integrate them into existing data platforms. Work cross-functionally to surface high-quality data for analytics, data visualization, and data science
• Collaborate with internal teams to gather requirements and translate them into technical solutions. Help other members of the organization develop data skills and an understanding of data quality and governance
• Ensure data quality, consistency, security, and compliance across all projects. Monitor and tune data platforms as needed to ensure a high level of service for users
• Create, maintain, and enhance documentation on systems and data products. Ensure that code is properly version controlled and managed as it moves from development to production

Accounting Manager

• Apply accounting principles to enter and review transactions for appropriate treatment and compliance with accounting standards and regulations
• Reconcile accounts and research discrepancies
• Review account balances for accuracy and reasonableness
• Provides timely and accurate recording of accounts receivable transactions
• Process accounts payable transactions promptly and precisely
• Analyzes and resolves discrepancies in accounts receivable and accounts payable transactions
• Assist client with timely recording of payroll journal entries including accrued payroll and taxes
• Identify and prepare journal entries, adjusting them as needed
• Ensure proper workpaper documentation for all accounts
• Self-review of work before submission, including balance sheet reconciliations, P&L classification and state and local tax filings
• Prepare financial statements and payroll reports
• Provide general accounting feedback and recommendations to in-charges
• Prepare payroll taxes, sales and other local taxes, personal property taxes
• Compile raw data into trial balance format, including recapping cash receipts and disbursements
• Research reference materials involving bookkeeping, payroll, and tax questions
• Perform tax prep, complex professional write-up work, audit support work, direct client consulting, and other special projects
• Participates in quality assurance initiatives
• Manage, prioritize, and communicate workload to ensure deadlines are met
• Elevate client concerns to appropriate team members
• Build strong, trusted relationships with current and prospective clients
• Participate in client meetings with senior staff as applicable
• Communicate potential additional service offerings to clients
• Maintain strict confidentiality of all sensitive information as per company policies and guidelines
• Other duties as assigned

Accounting Associate

Data Analyst

• Utilize Power BI to gather and transform data from various sources (Excel, APIs, SQL) and create interactive dashboards
• Collaborate with cross-functional teams to understand data requirements and design meaningful visualizations
• Design robust generalized SQL datasets by combining raw data for reports
• Work closely with end-users to gather requirements and ensure dashboards meet needs
• Identify opportunities for reporting and process automation and implement solutions
• Apply data cleansing and transformation techniques using Power Query
• Collaborate with data warehouse engineers to enhance data quality and resolve integration issues
• Share best practices, provide technical guidance, and support Power Platform adoption
• Train end-users on Power BI, Power Apps, and Power Automate
• Ensure compliance with data governance policies and implement security measures
• Stay up-to-date with Microsoft Power Platform updates and features

Tax Manager

Tax Manager

Tax Supervisor

Tax Supervisor

Tax Supervisor – Small Business Focus

Data Engineer

Accounting Associate

BI Data Analyst