Tax Senior, State and Local Tax - Property Tax

Job Summary

The STS Tax Senior, State and Local Tax - Property Tax applies industry knowledge and experience to clients by assisting in providing advice related to property tax implications of their business objectives, recommend alternate courses of action, as well as identify different methods of complying with tax regulations. Additional, the Property Tax Senior Associate is responsible for applying knowledge to understand potential tax issues, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, recognizing and communicating potential risks, identifying potential changes in the tax policy and applying new policies to tax compliance and assisting in handling routine questions from local or state agencies. This role also serves as the primary contact for clients, as needed, including but not limited to preparing and presenting presentations to clients and potential clients. This position requires involvement in the compliance processes throughout the annual property tax cycle for multiple client assignments.

Job Duties

• Research Identifies when research is needed; frames issues to be researched; identifies sources of all information including information tending to contradict preferred positions, analyzes facts and authorities and reports the analysis
• Applies firm and professional standards for preparation of property tax returns
• Develops and maintains relationships with state and local assessment personnel
• Tax Compliance Provide exceptional client service to multi-state companies by working with a team to identify tax savings opportunities. Assist multi-state companies with state and local tax controversies, which includes preparing clients for discussions with auditors, representing the client at hearings and at appeal meetings, and preparing protests
• Responds to client inquiries and request from tax authorities
• Ensures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens
• Tracks availability and filing requirements regarding client-related information
• Applies tax compliance knowledge with a high degree of accuracy and efficiency
• Utilizes knowledge of preparation and issues to price services and sell related services
• Ensures tax engagement letters are adopted prior to engagement work commencing, and manages engagements
• Conducts detailed reviews of tax returns, and identifies basic, complex and advanced issues throughout the engagement
• Communicates with clients to gather information, when applicable
• Performs other duties as assigned
• Works with raw data to complete calculations

Job Specialization

• Tax Consulting Develops, recommends and implements methods to maximize client benefits, especially by decreasing clients’ current and future taxes
• Tax Controversy Reviews assessment notices
• Makes high-level decisions regarding filing and preparation, and handles questions from local and state agencies
• Economically and productively manages projects including billing and accounts receivable responsibilities

Qualifications, Knowledge, Skills and Abilities

• Bachelor’s degree required, Accounting, Finance, Economics, Math or other related field, preferred
• Master’s degree in Accounting, Taxation, Economics, Math or other related field, preferred
• Two (2) or more years of experience in property, state and local or multi-state tax, required
• Prior experience with property tax compliance and real property appeals, preferred
• Property Tax Consultant License, preferred
• Software Proficient in the use of Microsoft Office Suite, specifically Word, Excel, PowerPoint, Outlook, and the Internet navigation and research, required
• Excellent verbal and written communication skills
• Strong analytical and research skills
• Solid organizational skills
• Ability to meet project deadlines with a focus on details
• Ability to successfully multi-task while working independently or within a group environment
• Advanced knowledge of all tax return forms
• Excellent people development and delegation skills
• Ability to create written tax advice
• Basic understanding of the ability to represent the client before any tax authority on contested issues
• Knowledgeable in business personal property and real property assessments across the United States
• Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

About Us

BDO USA, P.A. is an EO employer M/F/Veteran/Disability. 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.