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 drafts detailed reports.

• Conducts detailed tax return reviews, responds to notices, and provides exam support.

• Drafts tax memorandums, opinions, and documentation on various tax issues, and negotiates settlements and disclosures.

• Manages client expectations, develops consultative selling strategies, and manages engagements.

• Represents clients in tax authority disputes and utilizes tax-related software.

• Provides technical client service, conducts negotiations, and drafts technical memoranda.

• Prepares tax accrual workpapers, applies tax standards, and prepares tax provisions.

• Develops new or improved tax strategies and assists with potential tax strategy research.

• Reviews tax implications, identifies alternative courses of action, and assists with new client acquisition.

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, 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 Microsoft Office Suite, specifically Excel and Word, preferred.

Education

• Bachelor's degree, required.

• Masters degree in Accounting/Taxation or J.D., preferred.

About Us

BDO is committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives. We are an EO employer M/F/Veteran/Disability and 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. We offer flexible and opportunities for advancement, and 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.