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Job

Core Tax Associate - Summer 2025 - Richmond

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BDO USA

15d ago

💼 Graduate Job

Richmond

AI generated summary

  • You need Bachelor’s/Master’s in Accounting, 1+ years of accounting/finance/legal experience, leadership skills, CPA/CFP progress, MS Office proficiency, and basic knowledge of accounting, finance, tax, and financial planning concepts. Strong communication, analytical, and organizational skills essential.
  • You will prepare tax returns, process accounts payable data, reconcile general ledger, create financial statements, complete research projects, communicate with clients, and assist with administrative tasks.

Graduate Job

Accounting & TaxRichmond

Description

  • The Tax Associate, Family Office Services/Private Client Services Associate assists in providing accounting and tax compliance and consulting to high net worth clients.

Requirements

  • Education:
  • Bachelor’s or Master’s program in Accounting or Finance, required
  • Experience:
  • Leadership experience, preferred
  • One (1) or more years prior experience in accounting, finance, or legal, required
  • Experience working in public accounting or the private client area, preferred
  • License/Certifications:
  • Working towards CPA or CFP, preferred
  • Software:
  • Proficient in Microsoft Office Suite, specifically Word, Excel, and PowerPoint, required
  • Experience utilizing industry standard accounting software required such as Intuit’s QuickBooks Online (QBO), Microsoft NAV and Bill.com, CaseWare, BNA Depreciation Software, preferred
  • Ability to learn and navigate new and complex software, preferred
  • Language:
  • N/A
  • Other Knowledge, Skills & Abilities:
  • Excellent verbal and written communication skills
  • Detailed oriented
  • Strong analytical, research and critical thinking skills
  • Solid organizational skills, especially the ability to meet project deadlines with a focus on details
  • Ability to successfully multi-task while working independently or within a group environment
  • Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
  • Ability to interact effectively with people at all organizational levels of the firm
  • Basic knowledge of fundamental accounting, finance and tax principles
  • General accounting knowledge and basic to intermediate tax knowledge
  • General understanding of financial planning concepts

Education requirements

Bachelors
Masters

Area of Responsibilities

Accounting & Tax

Responsibilities

  • Prepares basic to complex individual and other tax returns
  • Uses software programs to organize, coordinate and process accounts payable data for clients that include but are not limited to Bill.com, QuickBooks, Intacct, Microsoft Office Suite and Adobe PDF
  • Meets internal deadlines to match the client expectations for timely delivery of service and ensures client data is collected and processed in a timely manner to comply with payment deadlines and filing requirements
  • Performs complete general ledger reconciliation including the entire balance sheet and applies accounting knowledge by properly recording transactions in a general ledger; creates accounting records such as bill payments, client invoices, payroll, and others; identifies and records adjustments; produces accurate financial statements
  • Comprehends common financial statements and prepares draft financial statements for review; understands how line items/accounts function (e.g. capital accounts, various forms of liabilities, etc.); properly distinguishes debits from credits; calculates/interprets KPIs for clients; identifies positive and constructive trends and raises them to BDO management
  • Performs research and completes consulting projects
  • Interacts directly with clients and their advisors
  • Communicates with supervisors, engagement team, and clients regarding the status of projects
  • Assists with administrative responsibilities including billing, recruiting, attendance and participation in CPE activities and training
  • Other duties as required

Details

Work type

Full time

Work mode

office

Application deadline

Apr 26, 2025

Location

Richmond