Tax Senior, State and Local Tax - Unclaimed Property

Tax Senior, State and Local Tax - Unclaimed Property Applies industry knowledge and experience to advise clients on tax implications and unclaimed property compliance. This consultative role allows the use of tax and accounting skills—including project management, reconciliation, auditing, and internal controls—to analyze sporadic data sets and model solutions. Responsibilities Identify complex situations requiring research, outline the issues, and conduct the appropriate research. Analyze facts and sources, then compose a detailed research report. Maintain relationships with state tax and revenue agencies, the Department of Treasury, and other relevant authorities. Stay abreast of the latest statutory, regulatory, and case‑law changes related to unclaimed property. Obtain and manipulate client data to prepare annual escheat returns using FSI Track, BDO Global Portal, and other systems. Import data into FSI Track, prepare returns, and identify appropriate exemptions or deferrals. Perform reconciliations of data collected versus reported data. Compose responses to notices from state authorities and assist with due‑diligence letter processing. Assist with client payment processing and exam support. Draft memoranda, opinions, and other documentation on escheat issues. Determine escheat planning processes, and develop policies and procedures addressing internal controls. Represent clients in unclaimed property audits, mitigating exposures and providing best‑practice guidance. Assist with gift‑card planning opportunities and implementation. Assist in client interviews, onsite visits, and work‑plan development. Compile and organize general‑ledger detail, banking records, and other source data for escheat items. Prepare and review scheduling decks converting sporadic data into Unclaimed Property templates. Assist clients with remediation procedures and develop exposure‑quantification models. Assist with client refund‑review processes. Ensure engagement letters are adopted before work commences and manage engagements throughout. Assist leadership with consultative‑selling strategy development. Manage client expectations and project‑manage multiple clients and projects simultaneously. Update CRM entries routinely and maintain relationships with the UP team. Use FSI Track, tax‑research databases, and other tax‑related software; maintain working knowledge of GL systems such as SAP, Oracle, JD Edwards, AS/400, and Epicor. Supervise the day‑to‑day workload of SALT associates and ensure training on relevant software. Evaluate associate performance and provide periodic performance feedback. Qualifications Bachelor’s degree in Accounting, Business, Economics or Finance (required). Minimum of two (2) years of prior experience in tax, financial‑statement auditing, or forensic accounting in a public‑accounting firm or in‑house organization (required). Preferred licenses: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or IRS Enrolled Agent (EA) (or equivalent). Proficiency in Microsoft Office Suite, specifically Excel and Word (required). Experience with Power BI, Alteryx, and similar software (preferred). Excellent verbal and written communication skills; superior analytical and research abilities. Strong organizational skills with a focus on meeting detailed project deadlines. Ability to multi‑task independently or within a team environment. Proven capability to manage a team of tax professionals, delegate assignments, and foster team development. Capacity to build and maintain strong relationships with internal and client personnel. Executive presence and ability to act as the primary contact on engagements. Advanced knowledge of tax‑standard application, sources of relevant information, and the causes and effects of taxable conditions on clients. Equal Opportunity Employer, including disability and veterans. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. "BDO USA, P.A. is an EO employer M/F/Veteran/Disability". #J-18808-Ljbffr BDO USA