at BDO USA, LLP in Chicago, Illinois, United States
Job Description
Job Summary:
The STS Global Employer Services (GES) Associate will be responsible for utilizing their educational background and organizational skills to assist the GES practice in one or more of its four segments - Retirement Plans, People and Organization Strategy, Global Rewards Taxation, and Global Mobility. The Global Employer Services Associate is responsible for performing basic research to prepare tax returns, tax equalizations, completing assignment cost projections, work project reviews, and analyses that assist in serving clients.
Job Duties:
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
Supervisory Responsibilities:
N/A
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree in Accounting, Finance, Economics or Statistics, required; OR Bachelor's degree in other focus areas and CPA certification, required
Advanced degrees, such as a JD or Masters in Tax, preferred
Experience:
Prior experience related to workforce programs and issues, preferred
License and Certifications:
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
Software:
Proficient in Microsoft Office Suite, specifically Word, Excel and PowerPoint, preferred
Language:
N/A
Other Knowledge, Skills & Abilities:
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
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: $65,000 - $110,000
NYC/Long Island/Westchester Range: $74,000 - $110,000
Washington Range: $65,000 - $110,000
All qualified applicants will receive consideration for employment without regard to race, age, color, religion, sex, national origin, disability, protected veteran status, or any other classification protected by law.
