Tax Senior, State and Local Tax - Unclaimed Property

Job Summary:The Tax Senior, State and Local Tax - Unclaimed Property, applies industry knowledge and experience to clients by assisting in advising clients of the tax implications and other accounting related matters that affect their business objectives, with an emphasis on unclaimed property compliance and consulting. This is a very unique role that will allow a chosen professional the ability to use their tax and/or accounting skills (e.g., project management, reconciliation skills, financial auditing skills, accounting skills, problem solving skills, internal controls, process/system enhancements etc.) in a consultative capacity where sporadic data sets are obtained analyzed and modeled. The Tax Senior, State and Local Tax - Unclaimed Property, will work with leadership to recommend alternate courses of action, as well as identify different methods of complying with unclaimed property statutes and regulations. In this role, the person will be charged with project management, participating in presentations to clients and states, coordinating compliance, audit defense and VDAs and other consulting engagements, managing client expectations and deliverables, working with leadership on marketing, networking and business development and recognizing potential changes in unclaimed property policy and applying new policies to compliance and consulting engagements. In addition, the SALT Senior Associate, Unclaimed Property, will work with the Core Tax and Audit Partners, Directors, and Senior Managers to provide SALT expertise to their clients.Job Duties:Research:Identifies complex situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conductedAnalyzes researched facts and the sources utilized prior to composing a detailed report of the research findingsDevelops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel, Department of Treasury, etc.Routinely keeps abreast of latest relevant unclaimed property statutory, regulatory and case law changes Unclaimed Property Compliance:Obtains and manipulates data from client to use in preparation of annual escheat returnsUses FSI Track, BDO Global Portal and other systems for data gatheringImports data into FSI Track and prepares returnsIdentifies appropriate B2B and other exemptions/deferralsPerforms reconciliations on data gathered to data reportedComposes responses to notices from state authoritiesAssists with due diligence letter processingAssists with client payment processingProvides assistance with exam supportCommunicates routinely with clients and UP team membersUnclaimed Property Consulting:Drafts memorandums, opinions and other documentation on various escheat issuesWorks with Unclaimed Property leadership to determines escheat planning process Participates in developing policy and procedures, addressing internal controls Represents clients on unclaimed property audits, mitigating exposures and assisting with best practicesRepresents clients on voluntary disclosures mitigating exposures and assisting with best practicesAssists with identifying gift card planning opportunities and implementationAssists UP leadership with client interviews onsite visits, workplans, etc. Compiles and organizes general ledger detail, banking records, and other relevant source data for escheat itemsPrepares and reviews scheduling decks of sporadic data into Unclaimed Property templates for analysisAssists clients with remediation procedures (e.g., showing transactions are not owed)Develops exposure quantification models to calculate escheat exposuresAssists with client refund review processApplies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriateEnsures escheat engagement letters are adopted prior to engagement work commencing and manages engagementsAssists UP leadership with the development of consultative selling strategiesActively involved in relevant trade organizations and public speaking, networking events where appropriateRoutinely updates CRM entriesManages the expectations of assigned clientsWorks with UP leadership to project manages multiple clients and projects simultaneouslyUnclaimed Property Related Software:Utilizes FSI track, tax research databases and other tax-related software in the completion of assigned tasksMaintains working knowledge of various GL systems (SAP, Oracle, JD Edwards, AS/400, Epicor, etc.)Participates in learning and executing technology enhancements for unclaimed property groupOther duties as requiredSupervisory Responsibilities:May supervise the day-to-day workload of SALT Experienced Associates and Associates on assigned engagements and reviews work product Ensures SALT Experienced Associates, Associates and Interns are trained on all relevant softwareMay evaluate the performance of SALT, Experienced Associates and Associates and assists in the development of goals and objectives to enhance professional developmentDelivers periodic performance feedback and completes performance evaluations for SALT Experienced Associates, Associates and InternsQualifications, Knowledge, Skills and Abilities:Education:Bachelor’s degree in Accounting, Business, Economics or Finance, requiredExperience:Two (2) or more years of prior experience in tax, financial statement auditing or forensic accounting in a public accounting firm or in-house organization, requiredLicense/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 Software:Proficient in the use of Microsoft Office Suite, specifically Excel and Word, requiredExperience with Power BI, Alteryx, and other software, preferredLanguage:N/AOther Knowledge, Skills & Abilities:Excellent verbal and written communication skillsSuperior analytical and research skills Solid organizational skills especially ability to meet project deadlines with a focus on detailsAbility to successfully multi-task while working independently or within a group environmentProven ability to work in a deadline-driven environment and handle multiple projects simultaneously Capable of effective managing a team of tax professionals and delegating work assignments as neededCapacity to build and maintain strong relationships with internal and client personnel Ability to encourage team environment on engagements and contribute to the professional development of assigned personnelExecutive presence and ability to act as primary contact on assigned engagementsAbility to successfully interact with professionals at all levelsAdvanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax servicesAdvanced knowledge of sources of relevant information utilized in tax filings Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential tax issuesIndividual 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.National Range: $73,500 - $131,250Maryland Range: $73,500 - $131,250NYC/Long Island/Westchester Range: $73,500 - $131,250Washington DC Range: $73,500 - $131,250At 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.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/vetsClick here to find out more!Full timePosting Date: 2025-10-27