Sales & Use Compliance Manager

BDO USA•Charlotte, NC

About The Position

The Sales and Use Tax Compliance Manager ensures client satisfaction by reviewing and quality-controlling deliverables. The role requires a thorough understanding of sales and use tax compliance reporting and filing, and contributes to client onboarding and setup, return and reconciliation review, and colleague training and support. The Manager leads or participates in process improvements, automation, and other 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 supports sales tax compliance operations, processes and reviews tax returns and filings, leads projects, develops relationships with clients and colleagues, reviews invoices and financial metrics, and serves as the primary contact for new engagements and onboarding. The role also 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 appropriate training and support for team members and interns, evaluates performance, provides feedback, and supports professional development through mentoring and training.

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 work in a timely manner.
Ability to accurately review and complete 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 and work independently or as part of a team.
Experience leading tax professionals and delegating assignments.
Ability to build and maintain strong relationships with internal colleagues and external 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 effective tax-service delivery.
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, reconciliations, and filing confirmations.
Lead and manage process-improvement projects, 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 Senior Associates, Associates, and Interns receive appropriate training and support with tax software and procedures.
Evaluate Senior Associate and Associate performance and help develop professional goals and objectives.
Provide performance feedback and complete evaluations for Senior Associates, Associates, and Interns.
Mentor associates and seniors and provide training as needed.