Financial Services Tax Experienced Manager, State and Local Tax

Job Summary

A Tax Experienced Manager, State and Local Tax advises clients on tax implications, recommends courses of action, and identifies compliance methods. This role involves marketing, business development, and tax compliance, consulting, and controversy representation.

Job Duties

• Researches complex situations, analyzes research findings, and develops relationships with state tax departments.
• Conducts detailed tax return reviews, responds to tax authority notices, and provides exam support.
• Drafts tax memorandums, opinions, and documentation, and applies tax consulting specialties.
• Manages engagements, develops consultative selling strategies, and manages client expectations.
• Represents clients in tax authority disputes and utilizes tax-related software.
• Provides technical client service, negotiates settlements, and drafts technical memoranda.
• Prepares tax accrual workpapers, understands and applies tax standards, and prepares tax accrual workpapers.
• Develops new tax strategies, suggests marketing approaches, and assists in research studies.
• Supervises SALT Managers, Senior Associates, and Associates, trains on relevant software, evaluates performance, and provides feedback.

Qualifications, Knowledge, Skills and Abilities

• Bachelor's degree, required; Master's 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, preferred.
• Experience preparing and/or reviewing tax provisions, preferred.
• Experience with corporate taxation, consolidations, and partnerships, preferred.
• CPA certification or other relevant certification, preferred.
• Proficient in Microsoft Office Suite, specifically Excel and Word, preferred.

Other Knowledge, Skills & Abilities

• Excellent verbal and written communication skills.
• Superior analytical and research skills.
• Solid organizational skills, especially for meeting project deadlines.
• Ability to manage a team of tax professionals and delegate work assignments.
• Capacity to build and maintain strong relationships with internal and client personnel.
• Executive presence and ability to act as primary contact on assigned engagements.
• Advanced knowledge of tax standards and applications.

About Us

BDO is committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives. We 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 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 Total Rewards encompass more than traditional “benefits” and include a variety of offerings designed to support our team members' well-being and career growth.