Tax Experienced Manager, State and Local Tax

BDO USA, P.C.•Cleveland, OH

4d•$94,500 - $189,000

About The Position

The Tax Experienced Manager, State and Local Tax (SALT) advises clients on the tax implications of business objectives, recommends alternative courses of action, and identifies methods of complying with tax regulations. The role includes marketing, networking, and business development within the manager’s area of specialization; recognizing changes in tax policy and applying new policies to tax compliance; and providing SALT expertise to clients in collaboration with Core Tax Partners, Directors, and Senior Managers. The manager researches complex tax issues, reviews tax returns, responds to notices from state taxing authorities, supports examinations, prepares tax memorandums and opinions, and provides consulting, planning, and controversy services. The role serves multi-state companies on state and local tax matters, including settlement negotiations, voluntary disclosure agreements, state tax audit representation, and tax accrual workpapers. The manager also develops tax strategies, manages client expectations and engagements, and contributes to client acquisition and service development. This position supervises and develops SALT Managers, Senior Associates, Associates, and Interns. Responsibilities include overseeing engagement work and reviewing deliverables, training staff on relevant tax software, evaluating performance, providing feedback, completing performance evaluations, and serving as a career advisor where appropriate.

Requirements

Bachelor’s degree required.
At least six years of prior state and local or multistate tax experience required.
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 and work independently or within a group environment.
Ability to work in a deadline-driven environment and handle multiple projects simultaneously.
Ability to manage a team of tax professionals and delegate assignments effectively.
Ability to build and maintain strong relationships with internal and client personnel.
Ability to foster teamwork on engagements and support the professional development of assigned personnel.
Executive presence and ability to act as the primary contact on assigned engagements.
Ability to interact successfully with professionals at all levels.
Advanced knowledge of applying tax standards and of sources of information used in tax filings.
Advanced understanding of how taxable conditions affect clients and the potential tax issues.

Nice To Haves

Master’s degree in Accounting or Taxation, or a J.D.
Experience preparing and/or reviewing tax provisions.
Experience with corporate taxation, consolidations, and partnerships.
CPA certification or another relevant certification.
Proficiency with Microsoft Office, especially Excel and Word.
Exposure to and familiarity with standard tax applications and research tools.

Responsibilities

Identify complex tax situations requiring research, outline the issues, and determine appropriate research sources.
Analyze researched facts and sources and prepare detailed reports of findings.
Develop relationships with in-state and out-of-state Department of Tax or Department of Revenue personnel.
Review tax returns in detail and identify significant state tax issues.
Draft responses to notices from state taxing authorities and assist with examination support.
Draft tax memorandums, tax opinions, and other documentation on tax issues.
Apply relevant state tax consulting specialties and consult with other tax professionals when appropriate.
Determine tax planning processes.
Ensure engagement letters are adopted before work begins and manage engagements.
Assist in developing consultative selling strategies and manage assigned client expectations.
Represent clients before tax authorities on contested issues.
Use GoSystems, tax research databases, and other tax-related software to complete assigned work.
Provide technical client service to multi-state companies with state and local tax issues.
Negotiate settlements and voluntary disclosure agreements and represent clients in state tax audits.
Prepare tax accrual workpapers and apply industry standards, firm policies, and BDO Tax Quality Manual requirements relating to FAS 109, FIN 48, and FAS 5 for sales tax and unclaimed property.
Review studies of tax implications and identify alternative courses of action that benefit clients.
Develop ideas that advance clients, the firm, or firm personnel through tax or expense reductions or non-tax benefits.
Research potential tax strategies and suggest marketing approaches for acquiring new clients.
Supervise day-to-day workloads of SALT Managers, Senior Associates, and Associates on assigned engagements and review their work product.
Ensure SALT Managers, Senior Associates, Associates, and Interns are trained on relevant tax software.
Evaluate staff performance, assist in developing professional goals, deliver periodic feedback, and complete performance evaluations.
Act as a career advisor to SALT Senior Associates and Associates, as appropriate.
Perform other duties as required.