Financial Services Tax Experienced Manager, State and Local Tax

Job Summary

A Tax Experienced Manager, State and Local Tax is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the SALT Experienced Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance. In addition, the SALT Experienced Manager will work with the Core Tax 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 conducted. Analyzes researched facts and the sources utilized prior to composing a detailed report of the research findings.

• Tax Compliance: Conducts detailed reviews of tax returns with the ability to identify most significant state tax issues. Composes responses to notices from state taxing authorities. Provides assistance with exam support.

• Tax Consulting: Drafts tax memorandums, tax opinions and other documentation on various tax issues. Applies all applicable state tax consulting sub-specialties and confers with other Tax professionals when appropriate. Determines tax planning process. Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements. Assists in the development of consultative selling strategies. Manages the expectations of assigned clients.

• Tax Controversy: Represents clients before any tax authority on contested issues. Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks.

• Tax Specialization: Provides technical client service to multi-state companies with state and local tax issues. Drafts technical memoranda regarding state and local tax issues. Accounts for income taxes – SFAS109. Prepares tax accrual workpapers ASC740-10. Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48, as well as FAS5 for sales tax and unclaimed properties.

• Strategy Development: Reviews studies of tax implications to identify alternative courses of actions to benefit clients. Develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefits. Suggests marketing approaches for new client acquisition.

Qualifications, Knowledge, Skills and Abilities

• Bachelor's degree, required
• Masters degree in Accounting/Taxation or J.D., preferred
• Six (6) or more years of prior experience in state and local/multistate experience, required
• Experience supervising tax professionals on a project or engagement basis, required
• Experience preparing and/or reviewing tax provisions, preferred
• Experience with corporate taxation, consolidations and partnerships, preferred
• CPA certification or other relevant certification, preferred
• Software Proficient in the use of Microsoft Office Suite, specifically Excel and Word, preferred

About Us

Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On Welcoming diverse perspectives and understanding the experience of our professionals and clientsEmpowering team members to explore their full potentialOur talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunitiesCelebrating ingenuity and innovation to transform our business and help our clients transform theirsFocus on resilience and sustainability to positively impact our people, clients, and communitiesBDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more! Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more! 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"