Sales & Use Compliance Manager

BDO USA•Raleigh, NC

About The Position

The Sales and Use Tax Compliance Manager ensures client satisfaction by reviewing deliverables and maintaining quality control. The role requires deep knowledge of sales and use tax compliance reporting and filing, and contributes to client onboarding and setup, return review, reconciliations, confirmations, training, mentoring, and colleague support. The manager also leads or participates in process improvement, automation, and other firm initiatives. Prior experience with contracts, financial analysis, marketing, and sales is noted. The compliance solution uses Vertex Indirect Tax Returns software and a customized web portal. The manager supports sales tax compliance operations, processes returns and filings, reviews prepared returns and filing confirmations, manages assigned projects, and develops relationships with clients and team members. The role also reviews and approves invoices, analyzes financial metrics, serves as the primary contact for new engagements and onboarding, maintains contracts, and participates in sales opportunities. The manager supervises the day-to-day work of SALT Senior Associates and Associates on assigned engagements, reviews their work, ensures training and support for Senior Associates, Associates, and Interns, evaluates performance, helps set development goals, provides feedback, completes performance evaluations, and mentors team members.

Requirements

Bachelor’s degree required.
Five or more years of experience in sales and use tax compliance required.
Experience supervising tax professionals on a project or engagement basis required.
Experience preparing and/or reviewing sales and use tax returns required.
Extensive knowledge of Microsoft Excel and other Microsoft Office applications required.
Knowledge of Vertex Indirect Tax Returns or other sales tax compliance solutions required.
Familiarity with database software, Alteryx, or Power Query required.
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 tax professional teams, including delegating assignments.
Ability to build and maintain strong relationships with internal colleagues and external clients.
Ability to foster a collaborative team environment and support colleagues’ professional development.
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 and results-driven, with sound judgment and effective problem-solving abilities.
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 preferred.
Prior experience with contracts, financial analysis, marketing, and sales.

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.
Serve as the primary lead and point of contact for new engagements and onboarding.
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 proper training and support with relevant 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 evaluations for SALT Senior Associates, Associates, and Interns.
Mentor associates and seniors and provide training as needed.