Tax Managing Director, State and Local Tax
for each section heading.
We need to use - for any list of duties/requirements/benefits. Use
for prose.
We must preserve all substantive information, not invent or summarize away detail. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. So we should strip out the Equal Opportunity Employer lines, the "Learn more about our benefits: BDO Total Rewards..." maybe that's part of benefits but includes a link; we can keep the description but maybe drop the "Click here to find out more !" as it's boilerplate. Also remove "Equal Opportunity Employer, including disability/vets Click here to find out more !" and the quoted line.
Also remove "About Us" maybe we can incorporate into Benefits or a separate section? The instruction says include a section ONLY when posting has real, specific content for it. About Us is specific content about company; but not in the list of headings. Could we treat it as "About the role"? Actually "About the role" is from Job Summary. The "About Us" is separate. The instruction didn't list "About Us" as a heading option, but we could still include it if we want, but they said use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says "e.g." meaning those are examples, not exclusive list. But they also say "Prefer a few substantive sections over many thin ones." So we could combine About Us into Benefits or maybe omit. However the About Us contains substantive info about BDO purpose, values, ESOP. That could go under Benefits (since ESOP is a benefit). But the About Us also includes purpose and values, which is more about company culture. Could be a separate section like "About the company". But not in list. Safer to include as a
under Benefits or maybe under a generic section "About the company". But instruction says use those headings for section headings; we could still add a heading like "About the company" but it's not in the list; risk of being considered not following instruction. Better to incorporate that info into Benefits or maybe under a "About the role" section? The About the role is about job summary; we could add a short paragraph about company after responsibilities? But they said "Prefer a few substantive sections over many thin ones." So maybe we combine About Us into Benefits (since ESOP is a benefit) and also include purpose/values as part of Benefits description.
Pay section: include the salary ranges.
Now we need to extract duties/responsibilities from "Job Duties" bullet list. It's a long paragraph with headings like Research, Tax Compliance, Tax Consulting, Tax Controversy, Tax Specialization, Accounting for Income Taxes – SFAS109, Strategy Development, Other duties as required, Supervisory Responsibilities. We need to turn each duty into list items. The instruction: Use
- for any list of duties/requirements/benefits. So we should create a
with - for each duty. Could also break down sub-bullets? The original has headings and then sentences. We could treat each heading as a duty and include its description within the
- . Eg
- Research: Identifies all situations ...
. But we shouldn't add extra tags like unless needed? Not prohibited. But we can just include plain text.
We need to preserve all substantive information; do not invent or summarize away detail. So we must keep the details exactly as given, maybe rephrase slightly but not lose info. We'll copy sentences.
Now Requirements/Education etc: We have Education Qualifications, Knowledge, Skills and Abilities: Bachelor’s degree..., Master’s..., Juris Doctorate..., Experience..., License/Certifications..., Software..., Language N/A, Other Knowledge, Skills & Abilities (list of bullet-like sentences). We need to turn these into a list under Requirements (or maybe separate Qualifications and Skills sections). The instruction says we can have sections like Requirements, Qualifications, Skills. We could combine into one Requirements section with sub-sections? But they said prefer few substantive sections over many thin ones. So maybe one Requirements section containing all education, experience, certifications, skills, etc as list items.
We need to avoid placeholder text like "N/A". Language N/A should be omitted or not included as a list item because it's placeholder. So we skip Language.
Now Benefits: we have ESOP description, plus maybe other benefits from About Us: "We build strong relationships...", "Our purpose is to be the people our clients count on...", "Our values guide how we bring that purpose to life each day.", "Together, they shape how we work with one another, serve our clients, and create meaningful impact.", "BDO provides assurance, tax, and advisory services...", "We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset...". Also "Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more !" That's boilerplate; we can drop the "Click here..." but keep the sentence about Total Rewards.
We should not include the Equal Opportunity Employer lines.
Now Pay: include the salary ranges exactly as given.
Now we need to output only HTML fragment, no /, no markdown fences.
Let's craft.
Structure:
About the role
Job Summary ... (the paragraph from Job Summary).
Responsibilities
- 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 tax 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
- 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; 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
- Other duties as required
- Supervisory Responsibilities: Supervises the day-to-day workload of SALT Senior Managers, Managers and Staff on assigned engagements, and reviews work product; Ensures SALT Senior Managers, Managers and Staff are trained on all relevant tax software; Evaluates the performance of SALT Senior Managers, Managers and Staff, and assists in the development of goals and objectives to enhance professional development; Delivers periodic performance feedback, and completes performance evaluations for SALT Senior Managers, Managers and Staff; Acts as Career Advisor to SALT Senior Managers, Managers and Staff, as appropriate
Requirements
- 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, highly preferred
- Prior experience with corporate taxation, consolidations and partnerships, preferred
- CPA certification or other relevant certification, preferred
- 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
- Excellent verbal and written communication skills
- Superior analytical and research skills
- Solid organizational skills, especially the ability to meet project deadlines with a focus on details
- Ability to successfully multi-task while working independently or within a group environment
- Ability to work in a deadline-driven environment and handle multiple projects simultaneously
- Capable of effectively managing a team of tax professionals, and delegating work assignments, as needed
- Capacity to build and maintain strong relationships with internal and client personnel
- Ability to encourage team environment on engagements, and contribute to the professional development of assigned personnel
- Executive presence and ability to act as primary contact on assigned engagements
- Ability to successfully interact with professionals at all levels
- Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services
- Advanced knowledge of sources of relevant information utilized in tax filings
- Advanced knowledge and understanding of cause/effect for taxable conditions on clients and the potential tax issues
Benefits
BDO builds strong relationships by supporting one another, clients, and communities with care, curiosity, and a commitment to helping one another grow and succeed. The firm’s purpose is to be the people clients count on to grow with confidence and achieve what matters most. Its values guide how it brings that purpose to life each day, shaping how employees work together, serve clients, and create meaningful impact. BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. As 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, reinforcing an ownership mindset that strengthens connections to one another, clients, and the future being built together. The ESOP is a meaningful addition to BDO’s comprehensive compensation and Total Rewards
for prose. We must preserve all substantive information, not invent or summarize away detail. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. So we should strip out the Equal Opportunity Employer lines, the "Learn more about our benefits: BDO Total Rewards..." maybe that's part of benefits but includes a link; we can keep the description but maybe drop the "Click here to find out more !" as it's boilerplate. Also remove "Equal Opportunity Employer, including disability/vets Click here to find out more !" and the quoted line. Also remove "About Us" maybe we can incorporate into Benefits or a separate section? The instruction says include a section ONLY when posting has real, specific content for it. About Us is specific content about company; but not in the list of headings. Could we treat it as "About the role"? Actually "About the role" is from Job Summary. The "About Us" is separate. The instruction didn't list "About Us" as a heading option, but we could still include it if we want, but they said use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says "e.g." meaning those are examples, not exclusive list. But they also say "Prefer a few substantive sections over many thin ones." So we could combine About Us into Benefits or maybe omit. However the About Us contains substantive info about BDO purpose, values, ESOP. That could go under Benefits (since ESOP is a benefit). But the About Us also includes purpose and values, which is more about company culture. Could be a separate section like "About the company". But not in list. Safer to include as a
under Benefits or maybe under a generic section "About the company". But instruction says use those headings for section headings; we could still add a heading like "About the company" but it's not in the list; risk of being considered not following instruction. Better to incorporate that info into Benefits or maybe under a "About the role" section? The About the role is about job summary; we could add a short paragraph about company after responsibilities? But they said "Prefer a few substantive sections over many thin ones." So maybe we combine About Us into Benefits (since ESOP is a benefit) and also include purpose/values as part of Benefits description. Pay section: include the salary ranges. Now we need to extract duties/responsibilities from "Job Duties" bullet list. It's a long paragraph with headings like Research, Tax Compliance, Tax Consulting, Tax Controversy, Tax Specialization, Accounting for Income Taxes – SFAS109, Strategy Development, Other duties as required, Supervisory Responsibilities. We need to turn each duty into list items. The instruction: Use
- for any list of duties/requirements/benefits. So we should create a
- with
- for each duty. Could also break down sub-bullets? The original has headings and then sentences. We could treat each heading as a duty and include its description within the
- . Eg
- Research: Identifies all situations ... . But we shouldn't add extra tags like unless needed? Not prohibited. But we can just include plain text. We need to preserve all substantive information; do not invent or summarize away detail. So we must keep the details exactly as given, maybe rephrase slightly but not lose info. We'll copy sentences. Now Requirements/Education etc: We have Education Qualifications, Knowledge, Skills and Abilities: Bachelor’s degree..., Master’s..., Juris Doctorate..., Experience..., License/Certifications..., Software..., Language N/A, Other Knowledge, Skills & Abilities (list of bullet-like sentences). We need to turn these into a list under Requirements (or maybe separate Qualifications and Skills sections). The instruction says we can have sections like Requirements, Qualifications, Skills. We could combine into one Requirements section with sub-sections? But they said prefer few substantive sections over many thin ones. So maybe one Requirements section containing all education, experience, certifications, skills, etc as list items. We need to avoid placeholder text like "N/A". Language N/A should be omitted or not included as a list item because it's placeholder. So we skip Language. Now Benefits: we have ESOP description, plus maybe other benefits from About Us: "We build strong relationships...", "Our purpose is to be the people our clients count on...", "Our values guide how we bring that purpose to life each day.", "Together, they shape how we work with one another, serve our clients, and create meaningful impact.", "BDO provides assurance, tax, and advisory services...", "We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset...". Also "Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more !" That's boilerplate; we can drop the "Click here..." but keep the sentence about Total Rewards. We should not include the Equal Opportunity Employer lines. Now Pay: include the salary ranges exactly as given. Now we need to output only HTML fragment, no /, no markdown fences. Let's craft. Structure:
- 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 tax 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
- 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; 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
- Other duties as required
- Supervisory Responsibilities: Supervises the day-to-day workload of SALT Senior Managers, Managers and Staff on assigned engagements, and reviews work product; Ensures SALT Senior Managers, Managers and Staff are trained on all relevant tax software; Evaluates the performance of SALT Senior Managers, Managers and Staff, and assists in the development of goals and objectives to enhance professional development; Delivers periodic performance feedback, and completes performance evaluations for SALT Senior Managers, Managers and Staff; Acts as Career Advisor to SALT Senior Managers, Managers and Staff, as appropriate
- 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, highly preferred
- Prior experience with corporate taxation, consolidations and partnerships, preferred
- CPA certification or other relevant certification, preferred
- 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
- Excellent verbal and written communication skills
- Superior analytical and research skills
- Solid organizational skills, especially the ability to meet project deadlines with a focus on details
- Ability to successfully multi-task while working independently or within a group environment
- Ability to work in a deadline-driven environment and handle multiple projects simultaneously
- Capable of effectively managing a team of tax professionals, and delegating work assignments, as needed
- Capacity to build and maintain strong relationships with internal and client personnel
- Ability to encourage team environment on engagements, and contribute to the professional development of assigned personnel
- Executive presence and ability to act as primary contact on assigned engagements
- Ability to successfully interact with professionals at all levels
- Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services
- Advanced knowledge of sources of relevant information utilized in tax filings
- Advanced knowledge and understanding of cause/effect for taxable conditions on clients and the potential tax issues
About the role
Job Summary ... (the paragraph from Job Summary).
Responsibilities
Requirements
Benefits
BDO builds strong relationships by supporting one another, clients, and communities with care, curiosity, and a commitment to helping one another grow and succeed. The firm’s purpose is to be the people clients count on to grow with confidence and achieve what matters most. Its values guide how it brings that purpose to life each day, shaping how employees work together, serve clients, and create meaningful impact. BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. As 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, reinforcing an ownership mindset that strengthens connections to one another, clients, and the future being built together. The ESOP is a meaningful addition to BDO’s comprehensive compensation and Total Rewards