Unclaimed Property Tax Senior, State and Local Tax

About the Role

The Tax Senior, State and Local Tax, applies industry knowledge and experience to assist clients with tax implications of their business objectives, recommend alternative courses of action, and identify methods of complying with tax regulations. This role serves as a primary contact for clients, preparing and presenting presentations, and handling routine questions from federal or state agencies.

Responsibilities

• Research:
  • Identifies when research is needed, frames issues, and analyzes facts and authorities.
  • Demonstrates an in-depth understanding of various tax authorities.
  • Applies firm and professional standards for preparation of WTA and tax returns.
  • Develops and maintains relationships with in-state and out-of-state Department of Tax (DOT)/Department of Revenue (DOR) personnel.
• Tax Compliance:
  • Ensures clients comply with all applicable authorities while minimizing tax and reporting burdens.
  • Tracks availability and filing requirements for client-related information.
  • Applies tax compliance knowledge with accuracy and efficiency.
  • Conducts detailed reviews of tax returns and identifies issues throughout the engagement.
  • Prepares and reviews taxability matrices for client transactions.
• Tax Consulting:
  • Develops and implements methods to maximize client benefits, especially by decreasing taxes.
  • Interprets existing and new laws to maximize benefits for clients.
  • Applies workplans for tax consulting projects and ensures compliance with firm policies.
  • Provides assistance with exam support and manages client expectations.
• Tax Controversy:
  • Reviews assessment notices and monitors client expectations regarding issues of controversy.
  • Handles routine questions from federal or state agencies with assistance.
• Tax-Related Software:
  • Utilizes GoSystems, tax research databases, and other tax-related software.
  • Trains staff on current software tools.
• Tax Specialization:
  • Develops an in-depth understanding of technical and practical issues in one or more areas of taxation.
  • Manages specialization services efficiently and works with firm specialists when needed.
  • Organizes and conducts internal CPE training sessions.
• Accounting for Income Taxes – SFAS109:
  • Reviews basic tax provisions (ASC 740-10) and applies firm policies regarding FAS 109 and FIN 48.
  • Assists others in learning and applying FAS 109 and FIN 48.
  • Reviews tax provisions and communicates with Assurance counterparts for tax accrual reviews.
• Strategy Development:
  • Develops new or improved ideas to advance client, firm, or personnel positions by reducing taxes or expenses.
  • Reviews studies of tax implications and offers alternative courses of action.
  • Identifies and leverages lessons learned from prior projects.
  • Builds client relationships and provides technical client service to multi-state companies.
• Supervisory Responsibilities:
  • Supervises work assignments of SALT Associates and provides performance feedback.
  • Acts as a mentor to SALT Associates and assists in their professional development.
  • Makes high-level decisions regarding filing, preparation, and handles questions from agencies.
  • Educates and advises professionals on state and local tax law and career development.

Requirements

• Bachelor’s degree (required). Master’s degree in Accounting/Taxation or J.D. (preferred).
• Two (2) or more years of state and local/multistate tax experience (required).
• CPA certification or other relevant certification (preferred).
• Proficiency in Microsoft Office Suite, especially Excel and Word (preferred).
• Ability to use standard tax applications and research tools (preferred).

Skills

• Excellent verbal and written communication skills.
• Strong analytical and research skills.
• Solid organizational skills with the ability to meet project deadlines.
• Ability to multi-task while working independently or within a group.
• Capable of building and maintaining strong relationships with internal and client personnel.
• Advanced knowledge of tax return forms.
• Excellent people development and delegation skills.
• Executive presence and ability to act as primary contact on engagements.
• Working knowledge of tax standards, relevant information sources, and taxable conditions.
• Strong decision-making skills and ability to create written tax advice.

Pay

Individual salaries are determined based on qualifications, experience, skills, and geography.

• National Range: $73,500 - $131,250
• Maryland Range: $73,500 - $131,250
• NYC/Long Island/Westchester Range: $73,500 - $131,250
• Washington DC Range: $73,500 - $131,250

About Us

At BDO, we build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping each other grow and succeed. Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world.

BDO is 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. The ESOP is part of our comprehensive compensation and Total Rewards benefits.