Sales & Use Compliance Manager
About The Position
The Sales and Use Tax Compliance Manager ensures client satisfaction through review and quality control of engagement deliverables. The role requires a thorough understanding of sales and use tax compliance reporting and filing, and contributes to client onboarding, return review, reconciliations, filing confirmations, and team training and support. The Manager leads or participates in process-improvement, automation, and other firm initiatives, and brings experience with contracts, financial analysis, marketing, and sales. The compliance solution uses Vertex Indirect Tax Returns software and a customized web portal. The Manager serves as the primary lead and contact for new engagements and onboarding, supports sales tax compliance operations, reviews invoices and financial metrics, maintains contracts, and participates in sales opportunities. The role also supervises the day-to-day work of assigned SALT Senior Associates and Associates, reviews their work, supports training and development, evaluates performance, and mentors team members and interns.
Requirements
- Bachelor’s degree.
- Five or more years of experience in sales and use tax compliance.
- Experience supervising tax professionals on a project or engagement basis.
- Experience preparing and/or reviewing sales and use tax returns.
- Extensive knowledge of Microsoft Excel and other Microsoft Office applications.
- Knowledge of Vertex Indirect Tax Returns or other sales tax compliance solutions.
- Familiarity with database software, Alteryx, or Power Query.
- Ability to manage time and priorities effectively and complete tasks in a timely manner.
- Track record of accurately reviewing and completing high volumes of work in a deadline-driven environment while managing multiple projects.
- Strong problem-solving skills and ability to overcome challenges.
- Excellent verbal and written communication skills.
- Strong organizational skills, attention to detail, and ability to meet project deadlines.
- Ability to multitask successfully and work independently or as part of a team.
- Experience managing and leading teams of tax professionals, including delegating assignments.
- Ability to build and maintain strong relationships with internal colleagues and external clients.
- Ability to foster a collaborative team environment and contribute to the professional development of team members.
- Executive presence and ability to serve as the primary contact on assigned engagements.
- Strong interpersonal skills and ability to interact effectively with professionals at all levels.
- Advanced knowledge of tax standards and their application to deliver tax services efficiently and effectively.
- Detail-oriented, results-driven, and able to exercise sound judgment.
- Ability to work independently and lead projects and engagement teams.
- Skill in analyzing and developing more efficient processes and procedures.
Nice To Haves
- CPA or CMI certification.
Responsibilities
- Maintain client satisfaction.
- Assist with and support sales tax compliance operations.
- Process tax returns and filings, and complete reconciliations.
- Review prepared returns and filing confirmations.
- Lead and manage projects, including process improvements, firm initiatives, and amended returns.
- Develop and maintain relationships with team members and clients.
- Review and approve invoices and analyze financial metrics.
- Lead new engagements and onboarding efforts as the primary point of contact.
- Maintain contracts and participate in sales opportunities.
- Supervise the day-to-day workload of SALT Senior Associates and Associates on assigned engagements and review their work products.
- Ensure SALT Senior Associates, Associates, and Interns receive appropriate training and support with tax software and procedures.
- Evaluate the performance of SALT Senior Associates and Associates and assist in developing professional goals and objectives.
- Deliver performance feedback and complete performance evaluations for SALT Senior Associates, Associates, and Interns.
- Mentor associates and seniors and provide training as needed.
Benefits
- BDO describes an ESOP that gives participants a stake in the firm’s success through beneficial ownership and is part of its comprehensive compensation and Total Rewards offerings.
- Comprehensive compensation and Total Rewards benefits offerings are mentioned; specific benefits are not detailed in the posting.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
