Financial Services Tax Experienced Manager, State and Local Tax

BDO USA · Omaha, NE · 2 wk ago

HybridAccounting$95k–$189k/yrFull-time

About the role

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 applying new tax policies. It also includes collaborating with Core Tax Partners, Directors, and Senior Managers to provide SALT expertise.

Responsibilities

Researches complex situations requiring tax research, analyzes findings, and prepares detailed reports.
Conducts detailed reviews of tax returns, responds to notices from state taxing authorities, and provides exam support.
Drafts tax memorandums, tax opinions, and other documentation, applying various tax consulting sub-specialties.
Manages engagements, ensures tax engagement letters are adopted, and manages client expectations.
Takes clients before tax authorities on contested issues, negotiates settlements, and drafts technical memoranda.
Utilizes tax-related software such as GoSystems and tax research databases.
Provides technical client service to multi-state companies, negotiates settlements, and represents clients in audits.
Develops new or improved tax strategies, suggests marketing approaches, and assists in the research of potential tax strategies.
Reviews tax implications to identify alternative courses of action and develops new or improved ideas to benefit clients, the firm, or personnel.
Supervises the workload of SALT Managers, Senior Associates, and Associates, trains them on relevant tax software, evaluates their performance, and provides performance feedback.
Acts as a Career Advisor to SALT Senior Associates and Associates, as appropriate.

Requirements

Required: Bachelors degree, Six (6) or more years of prior experience in state and local/multistate experience, experience supervising tax professionals, experience preparing and/or reviewing tax provisions, experience with corporate taxation, consolidations, and partnerships, CPA certification or other relevant certification.

PREFERRED: Masters degree in Accounting/Taxation or J.D., experience with tax research databases and software, proficiency in Microsoft Office Suite, particularly Excel and Word.

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
Proficient in the use of Microsoft Office Suite, specifically Excel and Word, preferred
Excellent verbal and written communication skills
Superior analytical and research skills
Solid organizational skills, especially 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
Capacity to build and maintain strong relationships with internal and client personnel
Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services
Advanced knowledge of sources of relevant information utilized in tax filings
Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential tax issues
Exposure to and familiarity with standard tax applications and research tools, preferred

Skills

Excellent verbal and written communication skills
Superior analytical and research skills
Solid organizational skills, especially 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
Capacity to build and maintain strong relationships with internal and client personnel
Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services
Advanced knowledge of sources of relevant information utilized in tax filings
Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential tax issues
Exposure to and familiarity with standard tax applications and research tools, preferred

Benefits

National Range: $94,500 - $189,000
NYC/Long Island/Westchester Range: $94,500 - $189,000
Washington DC Range: $94,500 - $189,000

Pay

National Range: $94,500 - $189,000
NYC/Long Island/Westchester Range: $94,500 - $189,000
Washington DC Range: $94,500 - $189,000

Schedule

Not specified