Sales and Use Tax Senior Manager, State and Local Tax

BDO USA•McLean, VA

19h

About The Position

The Tax Senior Manager, State and Local Tax (SALT) – Sales & Use Tax advises clients on sales and use tax implications related to their business objectives, recommends alternative courses of action, and identifies methods of complying with applicable statutes and regulations. The role includes marketing, networking, and business development within the area of specialization, monitoring potential changes in sales and use tax policy, 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 deliver sales and use tax expertise to clients. The position oversees research, tax compliance, consulting, controversy, and strategy-development work. It provides technical service to multistate companies, including reviewing returns and compliance processes, preparing and reviewing tax documentation, representing clients before tax authorities, and negotiating settlements and voluntary disclosure agreements. The Senior Manager also supervises and develops tax professionals, reviews their work, provides performance feedback, and serves as a career advisor where appropriate.

Requirements

Bachelor’s degree in Accounting or another relevant field.
Eight or more years of prior experience in state and local or multistate tax.
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 in a group environment and to manage multiple projects in a deadline-driven setting.
Ability to manage a team of tax professionals effectively and delegate assignments.
Ability to build and maintain strong relationships with internal and client personnel.
Ability to foster a team environment and contribute to assigned personnel’s professional development.
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 and delivering sales and use tax services effectively and efficiently.
Advanced knowledge of information sources used in sales and use tax filings.
Advanced understanding of the causes and effects of taxable conditions for clients and potential sales and use tax issues.

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, specifically 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 research sources, analyze the findings, and prepare detailed 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 issues.
Evaluate clients’ compliance processes and recommend customized or 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 where returns should be filed and review records and procedures for maintaining resale and exemption certificates.
Apply relevant state tax consulting specialties and consult other professionals when appropriate.
Ensure engagement letters are adopted before work begins, manage engagements, develop consulting strategies, and manage client expectations.
Draft responses to state tax notices, represent clients before tax authorities on contested matters, and assist with examination 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.
Apply industry standards, firm policies, and BDO Tax Quality Manual requirements related to ASC 450/FAS 5 sales and use tax contingencies.
Review studies of sales and use tax implications, identify alternative courses of action, develop strategies that benefit clients, and assist with researching potential strategies.
Suggest marketing approaches for acquiring new clients and perform marketing, networking, and business development for sales and use tax engagements.
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 staff performance, help develop professional goals and objectives, deliver periodic feedback, and complete performance evaluations.
Act as a career advisor to SALT Managers, Senior Associates, and Associates, as appropriate.