Sales & Use Compliance Manager

BDO USA•Charlotte, NC

7d•$79,800 - $168,000

About The Position

The Sales and Use Tax Compliance Manager is responsible for client satisfaction through review and quality control of engagement deliverables. The role requires a deep understanding of sales and use tax compliance reporting and filing, and contributes to client onboarding and setup, return reviews, reconciliations, filing confirmations, and the training and support of colleagues. The Manager is expected to lead or participate in process-improvement, automation, and other firm initiatives. The role also involves contracts, financial analysis, marketing, and sales. The compliance solution uses Vertex Indirect Tax Returns software and a customized web portal. The Manager supports sales tax compliance operations, prepares and reviews returns and related work, manages engagement onboarding and client relationships, leads assigned projects, and reviews invoices and financial metrics. The position supervises the day-to-day work of SALT Senior Associates and Associates on assigned engagements, supports and evaluates staff, provides feedback, and mentors and trains team members.

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, working 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 colleagues and clients.
Ability to foster collaboration and contribute to team members’ 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 approach.
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.

Responsibilities

Maintain client satisfaction 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 appropriate training and support with tax software and procedures.
Evaluate the performance of SALT Senior Associates and Associates and assist with development 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 necessary.