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 researched facts, and prepares detailed reports.

• Conducts detailed reviews of tax returns and provides responses to notices from state taxing authorities.

• Drafts tax memorandums, tax opinions, and other documentation on various tax issues.

• Applies all applicable state tax consulting sub-specialties and collaborates with other Tax professionals.

• Determines tax planning processes and ensures tax engagement letters are adopted.

• Assists in developing consultative selling strategies and manages client expectations.

• Represents clients before tax authorities on contested issues.

• Utilizes GoSystems, tax research databases, and other tax-related software.

• Provides technical client service to multi-state companies with state and local tax issues.

• Drafts technical memoranda and negotiates settlements, voluntary disclosure agreements, and state tax audit representation.

• Prepares tax accrual workpapers and understands and applies industry standards, firm policies, and BDO Tax Quality Manual requirements.

• Reviews studies of tax implications to identify alternative courses of action and develops new or improved ideas.

• Develops new or improved ideas to advance the position of clients, the firm, or firm personnel through tax savings or expenses or offering of non-tax benefits.

• Assists with researching potential tax strategies and 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
• 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, helping companies take business as usual to better than usual. 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).

Benefits

Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets. Click here to find out more!