Sales and Use Tax Senior Manager, State and Local Tax

BDO USA, P.C. • Mclean, VA

1d • $120,000 - $250,000

About The Position

The Sales and Use Tax Senior Manager advises clients on the sales and use tax implications of their business objectives, recommends alternative courses of action, and identifies methods for complying with sales and use tax statutes and regulations. The role includes marketing, networking, and business development in the role’s area of specialization; recognizing and applying changes in sales and use tax policy; and collaborating with the National Sales and Use Tax team, Tax Partners, Directors, and Senior Managers to provide clients with sales and use tax expertise.

The Senior Manager researches complex tax issues, analyzes findings, prepares reports and taxability matrices, reviews sales and use tax returns, and evaluates clients’ compliance processes to recommend customized or automated solutions. The role provides consulting and controversy services, including drafting memoranda and opinions, assessing filing obligations, advising on exemption-certificate procedures, responding to notices, representing clients before tax authorities, and assisting with examinations. It also supports tax strategy development, settlements, voluntary disclosure agreements, and ASC 450/FAS 5 sales and use tax contingencies.

The position manages client engagements and expectations, supports business development, and supervises and develops SALT Managers, Senior Associates, Associates, and Interns. It oversees their workload and work product, training, performance feedback, evaluations, and professional development.

Requirements

• Bachelor’s degree in Accounting or another relevant field.
• Eight or more years of state and local or multistate tax experience.
• Prior experience supervising tax professionals on a project or engagement basis.
• Significant experience in business development and marketing of sales and use tax engagements.
• Excellent oral and written communication skills.
• Superior analytical and research skills.
• Strong organizational skills, attention to detail, and ability to meet project deadlines.
• Ability to multitask and work independently or in a group environment in a deadline-driven setting.
• Ability to manage a team of tax professionals and delegate assignments effectively.
• Ability to build and maintain relationships with internal and client personnel and contribute to team development.
• Executive presence and ability to act as the primary contact on assigned engagements and interact effectively with professionals at all levels.
• Advanced knowledge of tax standards, sales and use tax filings, relevant information sources, and the causes and effects of taxable conditions 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.
• CPA certification or another relevant certification.
• Proficiency with Microsoft Office, particularly Excel and Word.
• Exposure to and familiarity with standard tax applications and research tools.

Responsibilities

• Identify complex sales and use tax situations requiring research, outline the issues and appropriate research sources, and analyze findings for reports or taxability matrices.
• Develop relationships with in-state and out-of-state Department of Tax or Department of Revenue personnel.
• Review sales and use tax returns and identify significant tax issues.
• Evaluate clients’ compliance processes and recommend customized or automated solutions for reporting sales and use tax obligations.
• Draft tax memoranda, opinions, and other documentation concerning sales and use tax issues.
• Review client operations to determine in which states sales and use tax returns should be filed.
• Review client records for resale and exemption certificates and develop procedures for maintaining them.
• Apply relevant state tax consulting specialties and confer with other professionals when appropriate.
• Ensure engagement letters are adopted before work begins and manage engagements and client expectations.
• Assist in developing consultative sales and use tax strategies.
• Draft responses to notices from state taxing authorities, represent clients before tax authorities on contested issues, and assist with examinations.
• Use sales and use tax research databases and related software to complete assigned work.
• Provide technical service to multistate companies and negotiate settlements and voluntary disclosure agreements on sales and use tax matters.
• Apply industry standards, firm policies, and Tax Quality Manual requirements to ASC 450/FAS 5 sales and use tax contingencies.
• Review tax studies for alternative courses of action, develop ideas to reduce taxes or expenses or provide non-tax benefits, and research potential tax strategies.
• Suggest marketing approaches for new client acquisition and contribute to marketing, networking, and business development.
• 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 performance, help develop professional goals, deliver feedback, complete performance evaluations, and act as a Career Advisor as appropriate.
• Perform other duties as required.

Benefits

• ESOP participation, providing beneficial ownership and a stake in the firm’s success.
• Comprehensive compensation and Total Rewards benefits offerings; benefits may be subject to eligibility requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior