Mergers & Acquisitions Tax Managing Director, State and Local Tax

Job Summary

The Tax Managing Director, State and Local Taxation is responsible for providing written tax advice to clients, evaluating and alternative courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks and identifying potential changes in tax policy and regulations. In this role, the Tax Managing Director, State and Local Taxation will be charged with marketing, networking and business development within their area of experience and specialization and maintaining key client relationships. Additionally, the Tax Managing Director, State and Local Taxation is a critical part of the office’s / region’s Tax Services leadership team, and will act as a source for guidance on complex tax questions and issues.

Job Duties

• Research: Identifies all situations when research is necessary, and conducts appropriate investigation on identified topics. Analyzes researched facts and the sources utilized. Prepares studies of tax implications and outlines alternative courses of action to clients. Partners with other Core Tax and Specialized Tax Services professionals to resolve complex and contentious matters.

• Tax Compliance: Ensures clients comply with applicable authorities while identifying options for minimizing the client’s tax and reporting burdens. Manages engagements to ensure engagement metrics are achieved. Collaborates with Business Development team and other strategic parties to drive sales tax compliance service offerings.

• Tax Consulting: Handles all inquiries from federal and state agencies regarding all tax issues and questions. Drafts responses to examiner questions and challenges. Monitors implementations of work plans for tax consulting projects. Provides recommended solutions by combining tax knowledge and knowledge of business / industry. Represents clients before any tax authority on contested issues. Responds to all questions from federal or state agencies.

• Tax Controversy: Acts as industry expert in SALT. Identifies cross-selling opportunities with other tax specializations. Manages SALT services provided to assigned clients. Develops tools and/or improvements allowing for enhance the efficiency or services of the SALT practice.

• Accounting 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. Recognizes, measures and documents financial benefits to clients.

• Strategy Development: 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. Participates in relevant industry groups. Leads marketing campaigns and external SALT initiatives.

Qualifications, Knowledge, Skills and Abilities

• Bachelor’s degree in Accounting or other relevant field required
• Master’s degree in Accounting, Taxation or other relevant field preferred
• Juris Doctorate preferred
• Experience: Ten (10) or more years of prior SALT experience required. Prior experience supervising tax professionals on a project or engagement basis required. Prior experience preparing and/or reviewing tax provisions high preferred. Prior experience with corporate taxation, consolidations and partnerships preferred.
• Licenses/Certifications: CPA certification or other relevant certification preferred
• Software: Proficient in the use of Microsoft Office Suite, specifically Excel and Word preferred. Exposure to and familiarity with standard tax applications and research tools preferred.
• Language: N/A

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 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.