BDO EDGE

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Tax Senior Associate

Min Experience

3 years

Location

Kolkata, West Bengal, India

JobType

full-time

About the job

Info This job is sourced from a job board

About the role

Job Title: Tax Senior Associate

Job Designation: Senior Associate

Location: Kolkata

Department: TAX

Job Type: Full-Time Experience Level: 3-5 Years

About BDO EDGE:

BDO EDGE India Private Limited is an entity, based in India created through a strategic partnership among BDO member firms: in India, the United States, the United Kingdom, and Germany. It operates independently within the BDO network of accounting and advisory firms, enhancing their combined capabilities and resources.

BDO EDGE (Exceptional Delivery for Global Enterprises) delivers tax, assurance, accounting, outsourcing, advisory, and technology-driven services through highly skilled professionals in India to BDO network firms, their alliance programmes and any other certified public accounting firms (CPA firms).

Position Overview:

We are seeking a highly motivated and experienced Senior Associate to join our Tax Department. This position involves preparation of tax returns, leading tax compliance, research, and advisory services for clients across various industries. The candidate will play a crucial role in ensuring regulatory compliance, mentoring junior associates, and providing strategic tax planning solutions.

Job Description:
​

•            Lead and oversee the preparation and first-level review of complex Form 1040 returns for High-Net-Worth Individuals (HNI), including multi-state and cross-border scenarios.

•            Handle advanced international reporting including Forms 8621, 5471, and 8865, with strong focus on PFIC identification and reporting.

•            Ensure compliance with US federal, state, and international tax regulations, particularly for individuals with foreign investments and income.

•            Conduct in-depth tax research and provide advisory support on complex individual and cross-border tax matters.

•            Develop and support tax planning strategies for HNI clients to optimize tax positions.

•            Stay updated with evolving US international tax regulations and provide guidance to clients and internal teams.

•            Supervise and mentor junior associates, including training on Form 1040, foreign reporting, and PFIC concepts.

•            Assist in process improvements to enhance efficiency and quality in individual tax engagements.



Requirements

Qualifications:

•            Bachelor’s or Master’s degree in Accounting, Finance, or a related field.

•            CPA, EA, or equivalent certification (preferred but not required).

•            Strong understanding of federal, state, and local tax laws.

•            Excellent analytical, problem-solving, and communication skills.

•            Ability to work independently and collaboratively within a team.

•            Leadership and mentoring experience with junior team members.

Experience:

•            Prepare and review Form 1040 returns for High-Net-Worth Individuals (HNI) with complex financial profiles.

•            Handle advanced reporting including Forms 8621, 5471, and 8865.

•            Identify and analyze PFICs (Passive Foreign Investment Companies) and ensure accurate reporting and compliance.

•            Review and interpret K-1s, foreign income, investments, and multi-source income streams. Established ability to manage multiple client engagements and complex tax matters.

•            Manage multiple engagements, meet deadlines, and coordinate with onshore teams/clients.


Software Proficiency:

•            Proficiency in tax software such as CCH, ProSystem, Sure prep or similar platforms.

•            Strong working knowledge of Excel, QuickBooks, and other accounting tools.

•            Familiarity with tax research databases like CCH answer connect, IRS treaty, etc.




Benefits

Why Join Us?

•            Opportunity to work with a high-profile client portfolio.

•            Leadership and career advancement opportunities.

•            Continuous learning and professional development.

•            Collaborative and growth-oriented work environment.



About the company

Global center of excellence for BDO network firms.

Skills

Tax software (CCH)
ProSystem
SurePrep
Excel
QuickBooks
tax research databases like CCH