Tax Director, State & Local Tax

BDO USA, P.C. • Miami, FL

1d

About The Position

The State & Local Tax Director supports Principals and the broader SALT practice through team development, maintaining key client relationships, and business development. In partnership with Principals and Managing Directors, the Director advances practice goals and provides strong project management, technical thought leadership, and client-centric service.

The role researches and resolves complex state and local tax matters; oversees tax compliance, consulting, controversy, and income tax accounting work; and develops expertise in a chosen industry. It also identifies cross-selling and business development opportunities, improves SALT processes, and supervises, evaluates, and develops SALT professionals on assigned engagements.

Requirements

• Bachelor’s degree required; focus in Accounting or Taxation preferred.
• At least nine years of prior SALT experience required.
• Prior experience supervising tax professionals on a project or engagement basis required.
• Excellent verbal and written communication skills.
• Superior analytical and research skills.
• Strong organizational skills, attention to detail, and ability to meet project deadlines.
• Ability to multitask independently or in a group and work in a deadline-driven environment across multiple projects.
• Ability to manage tax professionals and delegate work assignments.
• Ability to build and maintain strong relationships with internal personnel and clients.
• Ability to foster teamwork and contribute to assigned personnel’s professional development.
• Executive presence and ability to serve as the primary contact on assigned engagements.
• Ability to interact successfully with professionals at all levels.
• Advanced knowledge of applying tax standards and delivering tax services effectively and efficiently.
• Advanced knowledge of information sources relevant to tax filings.
• Advanced understanding of the causes and effects of taxable conditions and potential client tax issues.

Nice To Haves

• Bachelor’s degree focused in Accounting or Taxation.
• Master’s degree in Accounting or Taxation.
• Juris Doctorate.
• Experience preparing and/or reviewing tax provisions.
• Experience with corporate taxation, consolidations, and partnerships.
• CPA certification or another relevant certification.
• Proficiency with Microsoft Office, specifically Excel and Word.
• Exposure to and familiarity with standard tax applications and research tools.

Responsibilities

• Researches state-specific statutory, regulatory, and judicial guidance; analyzes client facts and determines when further research or outreach is needed.
• Develops strategies to obtain clarification from taxing authorities, including informal consultations and formal ruling requests.
• Prepares memoranda and matrices documenting state tax positions and partners with other tax professionals to resolve complex matters.
• Ensures clients meet applicable state and local tax filing obligations while identifying ways to minimize tax and reporting burdens.
• Ensures timely and accurate completion of compliance engagements and identifies out-of-scope needs such as nexus, apportionment, or taxability studies.
• Handles state and local agency inquiries, drafts responses to revenue agents and auditors, and monitors tax consulting work plans.
• Represents clients before state and local taxing authorities on contested tax issues and ensures timely, accurate responses to information requests.
• Serves as a SALT subject matter expert in a chosen industry, identifies cross-selling opportunities, and manages designated client relationships.
• Develops tools and process improvements to increase the efficiency of SALT services.
• Reviews state tax provision workpapers and applies relevant industry standards, firm policies, and BDO Tax Quality Manual requirements to ASC 740 and ASC 450 calculations and accruals.
• Recognizes, measures, and documents the need for income tax and indirect tax accruals.
• Identifies and implements solutions to reduce clients’ state and local tax burdens; participates in industry groups and leads marketing campaigns and external SALT initiatives.
• Collaborates with the Business Development team and other strategic parties to advance SALT service offerings.
• Supervises and reviews the day-to-day work and utilization of SALT Senior Managers, Managers, and Staff on assigned engagements.
• Manages engagements to meet metrics, including timely billing and DSO below 40 days.
• Ensures SALT team members are trained on relevant tax software; evaluates performance, supports goal-setting and professional development, provides feedback, and completes performance evaluations.
• Acts as a Career Advisor to SALT Senior Managers, Managers, and Staff as appropriate.
• Performs other duties as required.

Benefits

• BDO describes its Total Rewards as including comprehensive compensation and benefits offerings.
• ESOP participation provides beneficial ownership and a stake in the firm’s success, and is described as a qualified retirement plan and addition to Total Rewards.

What This Job Offers

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