Tax Senior Manager, State and Local Tax - Credits & Incentives

Job Summary

The Tax Senior Manager, SALT - Credits & Incentives is responsible for advising clients of the credit & incentive opportunities relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with credits & incentives statutes and regulations. In this role, the Tax Senior Manager, SALT - Credits & Incentives will be charged with marketing, networking, and business development within their area of experience and specialization and recognizing potential changes in credit & incentives policy. In addition, the Tax Senior Manager, SALT - Credits & Incentives will work with the Core Tax Principals, and Directors to provide credits & incentives expertise to their clients.

Job Duties

• Research: Identifies complex credits & incentives situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted
• Analyzes researched facts and the sources utilized prior to composing a detailed report or preparing a credits & incentives opportunities matrix of the research findings
• Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) and Economic Development personnel
• Tax Compliance: Conducts detailed reviews of income tax returns with the ability to identify most significant statutory credit opportunities
• Evaluates client’s current compliance processes and provide customized and automated solutions for companies to comply with their annual credits & incentives reporting
• Tax Consulting: Drafts credits & incentives memorandums, and other documentation on various credits & incentives issues
• Applies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriate
• Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements
• Affords assistance with exam support
• Tax Related Software: Utilizes credits & incentives research databases and other credits & incentives related software in the completion of assigned tasks
• Tax Specialization: Provides technical client service to multi-state companies on credits & incentives matters
• Drafts technical memoranda regarding credits & incentives issues
• Strategy Development: Reviews studies of credits & incentives opportunities to identify alternative courses of actions to benefits clients
• Suggests marketing approaches for new client acquisition

Qualifications, Knowledge, Skills and Abilities

• Bachelor's degree in Accounting or another relevant field, required
• Masters degree in Accounting/Taxation or J.D., preferred
• Prior experience supervising tax professionals on a project or engagement basis, required
• Prior experience preparing and/or reviewing tax provisions, preferred
• CPA certification or other relevant certification, required
• Proficient in the use of Microsoft Office Suite, specifically Excel and Word, required

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"