Sales and Use Tax Manager, State and Local Tax

BDO USA•Dallas, TX

14d•$79,800 - $168,000

About The Position

Job Summary: A State and Local Tax (SALT) Manager is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the SALT Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance. In addition, the SALT Manager will work with the Core Tax Partners, Directors, and Senior Managers to provide SALT expertise to their clients. Job Duties: Research Identifies complex 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 of the research findings Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel Tax Compliance Conducts detailed reviews of tax returns with the ability to identify most significant state tax issues Composes responses to notices from state taxing authorities Provides assistance with exam support Tax Consulting Drafts tax memorandums, tax opinions and other documentation on various tax issues Applies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriate Determines tax planning process Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements Assists in the development of consultative selling strategies Manages the expectations of assigned clients Tax Controversy Represents clients before any tax authority on contested issues Tax Related Software Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks Tax Specialization Provides technical client service to multi-state companies with state and local tax issues Conducts negotiation of settlements, voluntary disclosure agreements and state tax audit representation Drafts technical memoranda regarding state and local tax issues Accounting for Income Taxes – SFAS109 Prepares tax accrual workpapers ASC740-10 Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48, as well as FAS5 for sales tax and unclaimed properties Strategy Development Reviews studies of tax implications to identify alternative courses of actions to benefits clients 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 Assist with researching potential tax strategies Suggests marketing approaches for new client acquisition Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload of STS SALT Senior Associates and Associates on assigned engagements and reviews work product Ensures STS SALT Senior Associates, Associates and Interns are trained on all relevant tax software Evaluates the performance of STS SALT Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development Delivers periodic performance feedback and completes performance evaluations for STS SALT Senior Associates, Associates and Interns Acts as Career Advisor to STS SALT Senior Associates and Associates, as appropriate

Requirements

Bachelor’s degree, required; focus in business, preferred
Four (4) years of prior experience in state and local/multistate experience or legal professional services or equivalent experience through an advanced degree program, required
Prior experience supervising tax professionals on a project or engagement basis, required
Proficient in the use of Microsoft Office Suite, specifically Excel and Word, required
Excellent verbal and written communication skills
Superior analytical and research skills
Solid organizational skills especially ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently or within a group environment
Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
Capable of effective 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

Nice To Haves

Master’s degree in Accounting/Taxation or J.D., preferred
Prior experience preparing and/or reviewing tax provisions, preferred
Prior experience with corporate taxation, consolidations and partnerships, preferred
CPA certification or other relevant certification, preferred
Exposure to and familiarity with standard tax applications and research tools, preferred

Responsibilities

Advising clients of the tax implications relating to their business objectives
Recommending alternate courses of action
Identifying different methods of complying with tax regulations
Marketing, networking and business development within his/her area of experience and specialization
Recognizing potential changes in tax policy and applying new policies to tax compliance
Providing SALT expertise to clients
Identifying complex situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted
Analyzing researched facts and the sources utilized prior to composing a detailed report of the research findings
Developing relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel
Conducting detailed reviews of tax returns with the ability to identify most significant state tax issues
Composing responses to notices from state taxing authorities
Providing assistance with exam support
Drafting tax memorandums, tax opinions and other documentation on various tax issues
Applying all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriate
Determining tax planning process
Ensuring tax engagement letters are adopted prior to engagement work commencing and manages engagements
Assisting in the development of consultative selling strategies
Managing the expectations of assigned clients
Representing clients before any tax authority on contested issues
Utilizing GoSystems, tax research databases and other tax-related software in the completion of assigned tasks
Providing technical client service to multi-state companies with state and local tax issues
Conducting negotiation of settlements, voluntary disclosure agreements and state tax audit representation
Drafting technical memoranda regarding state and local tax issues
Preparing tax accrual workpapers ASC740-10
Understanding and applying industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48, as well as FAS5 for sales tax and unclaimed properties
Reviewing studies of tax implications to identify alternative courses of actions to benefits clients
Developing 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
Assisting with researching potential tax strategies
Suggesting marketing approaches for new client acquisition
Supervising the day-to-day workload of STS SALT Senior Associates and Associates on assigned engagements and reviews work product
Ensuring STS SALT Senior Associates, Associates and Interns are trained on all relevant tax software
Evaluating the performance of STS SALT Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development
Delivering periodic performance feedback and completes performance evaluations for STS SALT Senior Associates, Associates and Interns
Acting as Career Advisor to STS SALT Senior Associates and Associates, as appropriate