Senior Associate, STS SALT ITA

BDO USA, P.C. • Philadelphia, PA

4d

About The Position

The Senior Associate, STS SALT ITA (Indirect Tax Automation) assists clients by providing advice and services related to the implementation of indirect tax software solutions. The ITA Senior applies her/his business experience and tax technical knowledge to address the client’s business objectives related to automation and any associated tax implications. The ITA Senior is responsible for identifying different methods of complying with tax regulations and recommending a course of action that meets the identified business objectives.

Additional responsibilities include applying knowledge to understand potential tax issues and how to automate these needs, evaluate and select alternative solutions to lessen tax burden and cost of compliance, recognize and communicate potential risks, identify potential changes in the tax policy and apply new policies and solutions to tax compliance. This role also serves as primary contact for our clients, as needed, including but not limited to preparing and delivering presentations to clients and potential clients.

Requirements

• Bachelor’s degree, required
• Two (2) or more years of state and local/multistate experience implementing indirect tax software solutions such as Vertex (Series L, Q and/or O), Vertex Returns, Onesource Indirect Tax Determination, AvaTax, SOVOS (formerly Taxware), required
• Proficient in MS Office applications such as Microsoft Excel, Access, PowerPoint, and Visio, preferred
• Excellent verbal and written communication skills
• Strong analytical and research skills
• Solid organizational skills
• Ability to meet project deadlines with a focus on details
• Ability to successfully multi-task while working independently or within a group environment
• Ability to provide support to the project management function
• Ability to travel from time to time for project work
• Capable of building and maintaining strong relationships with internal and client personnel
• Excellent people development and delegation skills
• Ability to encourage a team environment on engagements
• Executive presence and ability to act as primary contact on assigned engagements
• Basic understanding of tax compliance
• Good understanding of key indirect tax processes and data drivers across multiple industry segments such as energy, healthcare, retail, hospitality, manufacturing, etc.
• Understanding of indirect tax compliance procedures, including managing data used for monthly/quarterly/annual compliance and required filing of indirect tax returns
• Working knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services
• Working knowledge of sources of relevant information utilized in designing automated solutions
• Working knowledge and understanding of cause and effect for taxable conditions on clients and the potential tax issues
• Possesses excellent decision-making skills
• Ability to successfully interact with professionals at all levels
• Ability to create functional/technical documentation in support of automated solutions

Nice To Haves

• Master’s degree in Accounting/Taxation or CS/MIS, preferred
• Two (2) years of experience with ERP systems such as Microsoft, Oracle, PeopleSoft, or SAP relative to the indirect tax function, preferred
• Experience with development languages such as Visual Basic, C#, Java, and SQL, preferred
• Three (3) or more years of experience with state and local indirect taxes, preferred
• Experience with the preparation and filing of indirect tax refund claims, and defending the claims in front of state and local tax authorities, preferred
• Experience with state and local tax audit defense services, including meeting and presenting to state and local tax authorities, preferred
• Experience analyzing and applying research related to state and local tax laws and regulations, including applying rules and regulations to client fact patterns, analyzing facts and circumstances, and preparing and communicating SALT advice on specific tax research topic, preferred
• Knowledge and practical experience related to state and local tax nexus rules, preferred
• Knowledge and practical experience related to state and local tax registrations, preferred
• Tax software vendor certified (or plans to become certified within one year) or other acceptable qualifications such as CMI, CPA, etc., preferred

Responsibilities

• Solution Research
• Solution Consulting
• Solution Implementation
• Strategy Development
• Supervises work assignments of STS SALT ITA Associates, as appropriate
• Provides periodic performance feedback to and participates in the annual performance evaluation for STS SALT ITA Associates, as appropriate
• Acts as a mentor to and assists in the professional development of STS SALT Associates, as appropriate
• Other duties as required

Benefits

• BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team.
• BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
• BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being.
• The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings.
• The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
• BDO Total Rewards that encompass so much more than traditional “benefits.”

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level