Sales and Use Tax Senior Manager -State and Local Tax

BDO USA•Philadelphia, PA

About The Position

The Tax Senior Manager, State and Local Tax (SALT) – Sales and Use Tax advises clients on the sales and use tax implications of business objectives, recommends alternative courses of action, and identifies methods of complying with sales and use tax statutes and regulations. The role includes marketing, networking, and business development in the manager’s area of specialization, recognizing potential policy changes, and applying new policies to tax compliance. The Senior Manager works with the National Sales and Use Tax team, Tax Partners, Directors, and Senior Managers to provide clients with sales and use tax expertise. Responsibilities span research, tax compliance and consulting, controversy support, tax-related software, specialization, ASC 450/FAS 5 contingencies, and strategy development. The role supervises SALT Managers, Senior Associates, Associates, and Interns on assigned engagements, reviews work, supports training and professional development, and evaluates performance.

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.
Significant experience in business development and marketing of sales and use tax engagements.
Excellent oral and written communication skills.
Superior analytical and research skills.
Solid organizational skills, attention to detail, and ability to meet project deadlines.
Ability to multitask while working independently or within a group.
Ability to work in a deadline-driven environment and handle multiple projects simultaneously.
Ability to manage a team of tax professionals effectively and delegate assignments.
Ability to build and maintain strong relationships with internal personnel and clients.
Ability to foster teamwork on engagements and contribute to the professional development of assigned personnel.
Executive presence and ability to act as the primary contact on assigned engagements.
Ability to interact successfully with professionals at all levels.
Advanced knowledge of applying tax standards to deliver sales and use tax services effectively and efficiently.
Advanced knowledge of sources of information used in sales and use tax filings.
Advanced knowledge and understanding of taxable conditions and their potential sales and use tax implications for clients.

Nice To Haves

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

Responsibilities

Identify complex sales and use tax issues requiring research, outline the issues and appropriate research sources, analyze the findings, and prepare detailed reports or taxability matrices.
Develop relationships with in-state and out-of-state Department of Tax and Department of Revenue personnel.
Review sales and use tax returns and identify significant tax issues.
Evaluate clients’ compliance processes and recommend customized and automated solutions for reporting sales and use tax obligations.
Draft tax memorandums, tax opinions, and other documentation on sales and use tax issues.
Review client operations to determine states where sales and use tax returns should be filed.
Review client records for proper resale and exemption certificates and develop certificate-retention procedures.
Apply relevant state tax consulting specialties and confer with other professionals when appropriate.
Ensure engagement letters are adopted before engagement 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 sales and use tax issues, and assist with exam support.
Use sales and use tax research databases and related software to complete assigned work.
Provide technical client service to multistate companies and negotiate settlements and voluntary disclosure agreements on sales and use tax matters.
Draft technical memorandums regarding sales and use tax issues.
Apply industry standards, firm policies, and BDO Tax Quality Manual requirements to sales and use tax contingencies under ASC 450/FAS 5.
Review studies of sales and use tax implications, identify alternative courses of action, develop ideas to advance client positions, and assist with researching potential tax strategies.
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 receive training on relevant tax software.
Evaluate the performance of SALT Managers, Senior Associates, and Associates; help develop professional goals and objectives; and provide periodic feedback and performance evaluations.
Act as a Career Advisor to SALT Managers, Senior Associates, and Associates, as appropriate.
Perform other duties as required.