Mergers and Acquisitions (M&A) Tax Manager, State and Local Tax
Job Summary
A State and Local Tax (SALT) Manager 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 requiring research, provides an outline, analyzes facts, and prepares detailed reports.
Conducts detailed tax return reviews, responds to notices, and supports exam teams.
Drafts tax memorandums, opinions, and documentation, applies tax consulting specialties, and collaborates with other professionals.
Determines tax planning processes, ensures engagement letters are adopted, and manages engagements.
Assists in developing consultative selling strategies, manages client expectations, and represents clients in tax authority disputes.
Utilizes tax software like GoSystems and research databases, negotiates settlements, and drafts technical memoranda.
Provides technical client service, negotiates disclosures, and represents clients in audits.
Reviews tax implications to suggest alternative courses of action, develops new strategies, and suggests marketing approaches.
Supervises STS SALT Senior Associates and Associates, trains on relevant software, evaluates performance, and provides feedback.
Qualifications, Knowledge, Skills and Abilities
Bachelor’s degree in business, preferred; Master’s degree in Accounting/Taxation or J.D., preferred.
Four (4) years of prior experience in state and local/multistate experience or legal professional services, or equivalent through an advanced degree.
Prior experience supervising tax professionals, preparing/reviewing tax provisions, and corporate taxation, consolidations, and partnerships.
CPA certification or relevant certification, preferred.
Proficient in Microsoft Office Suite, specifically Excel and Word.
Familiarity with standard tax applications and research tools.
About Us
BDO is committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives. We pride ourselves on empowering team members to explore their full potential, celebrating ingenuity and innovation, and focusing on resilience and sustainability to positively impact our people, clients, and communities. BDO is an EO employer M/F/Veteran/Disability.