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

• Researches 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.
• PREFERS RECOMMENDED SOLUTIONS BY COMBINING TAX KNOWLEDGE AND KNOWLEDGE OF BUSINESS / INDUSTRY.
• TAX CONTROVERSY REPRESENTS CLIENTS BEFORE ANY TAX AUTHORITY ON CONTESTED ISSUES.
• RESPONDS TO ALL QUESTIONS FROM FEDERAL OR STATE AGENCIES.
• TAX SPECIALIZATION 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.
• 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.
• 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.

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 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). 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. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, A Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On Welcoming diverse perspectives and understanding the experience of our professionals and clientsEmpowering team members to explore their full potentialOur talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunitiesCelebrating ingenuity and innovation to transform our business and help our clients transform theirsFocus on resilience and sustainability to positively impact our people, clients, and communitiesBDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more! Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. "BDO USA, P.A. is an EO employer M/F/Veteran/Disability"