Property Tax Senior Manager, State and Local Tax

BDO USA•Troy, MI

16h

About The Position

The Tax Senior Manager, State and Local Tax advises clients on the tax implications of their business objectives, recommends alternative courses of action, and identifies methods of complying with tax regulations. The role includes marketing, networking, and business development within the manager’s area of specialization, as well as identifying tax policy changes and applying new policies to tax compliance. The Senior Manager works with Core Tax Partners, Directors, and Senior Managers to provide state and local tax expertise to clients. The position covers tax research, compliance, consulting, controversy, specialization, accounting for income taxes, and strategy development. It includes reviewing returns, responding to state tax notices, supporting examinations, preparing memoranda and opinions, managing engagements and client expectations, representing clients before tax authorities, and advising multi-state companies on state and local tax issues. The role also involves tax planning, settlement negotiations, voluntary disclosure agreements, audit representation, tax accrual workpapers, and researching strategies to reduce taxes or expenses or provide non-tax benefits. The Senior Manager supervises and develops SALT Managers, Senior Associates, Associates, and Interns. Responsibilities include overseeing engagement workloads and work product, ensuring personnel are trained on relevant tax software, evaluating performance, setting development goals, delivering feedback, and serving as a career advisor as appropriate.

Requirements

Bachelor’s degree in Accounting or another relevant field.
Eight or more years of prior state and local or multistate tax experience.
Prior experience supervising tax professionals on a project or engagement basis.
Excellent oral and written communication skills.
Superior analytical and research skills.
Strong organizational skills, including the ability to meet project deadlines with attention to detail.
Ability to multitask while working independently or in a group environment.
Ability to work in a deadline-driven environment and handle multiple projects simultaneously.
Ability to manage a team of tax professionals effectively and delegate work assignments.
Ability to build and maintain strong relationships with internal and client personnel.
Ability to foster teamwork on engagements and contribute to the professional development of assigned personnel.
Executive presence and ability to serve as the primary contact on assigned engagements.
Ability to interact successfully with professionals at all levels.
Advanced knowledge of applying tax standards to deliver tax services effectively and efficiently.
Advanced knowledge of sources of relevant information used in tax filings.
Advanced knowledge and understanding of the causes and effects of taxable conditions for clients and potential tax issues.

Nice To Haves

Master’s degree in Accounting or Taxation, or a J.D.
Prior experience preparing or reviewing tax provisions.
Prior experience with corporate taxation, consolidations, and partnerships.
CPA certification or another relevant certification.
Proficiency with Microsoft Office Suite, particularly Excel and Word.
Exposure to and familiarity with standard tax applications and research tools.

Responsibilities

Advise clients on tax implications related to their business objectives, recommend alternative courses of action, and identify ways to comply with tax regulations.
Market services, network, and develop business within the role’s area of experience and specialization.
Recognize changes in tax policy and apply new policies to tax compliance.
Provide state and local tax expertise to clients in collaboration with Core Tax Partners, Directors, and Senior Managers.
Identify complex research issues, outline the issues and appropriate research sources, analyze facts and sources, and report research findings.
Develop relationships with in-state and out-of-state Department of Tax and Department of Revenue personnel.
Review tax returns in detail and identify significant state tax issues.
Draft responses to notices from state taxing authorities and assist with examination support.
Draft tax memoranda, tax opinions, and other documentation on tax issues.
Apply relevant state tax consulting specialties and consult other tax professionals when appropriate.
Determine tax planning processes, ensure engagement letters are adopted before work begins, manage engagements, assist with consultative selling strategies, and manage client expectations.
Represent clients before tax authorities on contested issues.
Use GoSystems, tax research databases, and other tax-related software to complete assigned work.
Provide technical service to multi-state companies with state and local tax issues.
Negotiate settlements and voluntary disclosure agreements and represent clients in state tax audits.
Prepare tax accrual workpapers and apply relevant industry standards and firm requirements for FAS 109, FIN 48, FAS 5, sales tax, and unclaimed property.
Review studies of tax implications and identify alternative courses of action that benefit clients.
Develop ideas to advance clients’ or the firm’s position through tax or expense reduction or non-tax benefits.
Research potential tax strategies and suggest marketing approaches for acquiring new clients.
Supervise the day-to-day workload of SALT Managers, Senior Associates, and Associates on assigned engagements and review their work product.
Ensure SALT Managers, Senior Associates, Associates, and Interns are trained on relevant tax software.
Evaluate the performance of SALT Managers, Senior Associates, and Associates and help develop goals and objectives for their professional development.
Provide periodic performance feedback and complete evaluations for SALT Managers, Senior Associates, Associates, and Interns.
Act as a career advisor to SALT Managers, Senior Associates, and Associates as appropriate.
Perform other duties as required.