Tax Senior Manager, State and Local Tax - Sales & Use Tax

BDO USA

16h•$99,750 - $262,500

About The Position

Job Summary: A Tax Senior Manager, State and Local Tax - Sales & Use Tax is responsible for advising clients of the sales & use tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with sales & use tax statutes and regulations. In this role, the SALT Sales & Use Tax Senior Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in sales & use tax policy and applying new policies to tax compliance. In addition, the SALT Sales & Use Tax Senior Manager will work with the National Sales and Use Tax team, Tax Partners, Directors, and Senior Managers to provide sales & use tax expertise to their clients. Job Duties: Research Identifies complex sales & use tax situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted Analyzes researched facts and the sources utilized prior to composing a detailed report or preparing a taxability matrix of the research findings Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel Tax Compliance Conducts detailed reviews of sales & use tax returns with the ability to identify most significant sales & use tax issues Evaluate company’s current compliance processes and provide customized and automated solutions for companies to report their sales & use tax obligations Tax Consulting Drafts tax memorandums, tax opinions and other documentation on various sales & use tax issues Conduct review of client operations to determine states where sales & use tax return should be filed Review client records to determine if proper resale and exemption certificates are maintained and develop procedures for retaining proper resale and exemption certificates Applies all applicable state tax consulting sub-specialties and confers with other professionals when appropriate Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements Assists in the development of consultative sales & use tax strategies Manages the expectations of assigned clients Tax Controversy Drafts responses to notices from state taxing authorities Represents clients before any tax authority on contested sales & use tax issues Provides assistance with exam support Tax Related Software Utilizes sales & use tax research databases and other sales & use tax-related software in the completion of assigned tasks Tax Specialization Provides technical client service to multi-state companies with sales & use tax issues Conducts negotiation of settlements and voluntary disclosure agreements on sales and use tax matters Drafts technical memoranda regarding sales & use tax issues ASC 450/FAS 5 Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to ASC 450/FAS 5 for sales & use tax contingencies Strategy Development Reviews studies of sales & use tax implications to identify alternative courses of actions to benefits clients Develops new or improved ideas to advance the position of clients through reduction in sales & use taxes or expenses or offering of non-tax benefits Assist with researching potential sales & use tax strategies Suggests marketing approaches for new client acquisition Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload of SALT Managers, Senior Associates, and Associates on assigned engagements and reviews work product Ensures SALT Managers, Senior Associates, Associates and Interns are trained on all relevant tax software Evaluates the performance of SALT Managers, Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development Delivers periodic performance feedback and completes performance evaluations for SALT Managers, Senior Associates, Associates and Interns Acts as Career Advisor to SALT Managers, Senior Associates, and Associates, as appropriate Other duties as required

Requirements

Bachelors degree in Accounting or other relevant field required
Eight+ years of prior experience in state and local/multistate experience required
Prior experience supervising tax professionals on a project or engagement basis required
Significant business development and marketing of sales and use tax engagements experience required
Proficient in the use of Microsoft Office Suite, specifically Excel and Word preferred
Excellent oral and written communication skills
Superior analytical and research skills
Solid organizational skills especially ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently or within a group environment
Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
Capable of effective managing a team of tax professionals and delegating work assignments as needed
Capacity to build and maintain strong relationships with internal and client personnel
Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
Executive presence and ability to act as primary contact on assigned engagements
Ability to successfully interact with professionals at all levels
Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of sales & use tax services
Advanced knowledge of sources of relevant information utilized in sales & use tax filings
Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential sales & use tax issues

Nice To Haves

Masters degree in Accounting/Taxation or J.D. preferred
Prior experience preparing and/or reviewing tax provisions preferred
CPA certification or other relevant certification preferred
Exposure to and familiarity with standard tax applications and research tools preferred

Responsibilities

Identifies complex sales & use tax situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted
Analyzes researched facts and the sources utilized prior to composing a detailed report or preparing a taxability matrix of the research findings
Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel
Conducts detailed reviews of sales & use tax returns with the ability to identify most significant sales & use tax issues
Evaluate company’s current compliance processes and provide customized and automated solutions for companies to report their sales & use tax obligations
Drafts tax memorandums, tax opinions and other documentation on various sales & use tax issues
Conduct review of client operations to determine states where sales & use tax return should be filed
Review client records to determine if proper resale and exemption certificates are maintained and develop procedures for retaining proper resale and exemption certificates
Applies all applicable state tax consulting sub-specialties and confers with other professionals when appropriate
Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements
Assists in the development of consultative sales & use tax strategies
Manages the expectations of assigned clients
Drafts responses to notices from state taxing authorities
Represents clients before any tax authority on contested sales & use tax issues
Provides assistance with exam support
Utilizes sales & use tax research databases and other sales & use tax-related software in the completion of assigned tasks
Provides technical client service to multi-state companies with sales & use tax issues
Conducts negotiation of settlements and voluntary disclosure agreements on sales and use tax matters
Drafts technical memoranda regarding sales & use tax issues
Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to ASC 450/FAS 5 for sales & use tax contingencies
Reviews studies of sales & use tax implications to identify alternative courses of actions to benefits clients
Develops new or improved ideas to advance the position of clients through reduction in sales & use taxes or expenses or offering of non-tax benefits
Assist with researching potential sales & use tax strategies
Suggests marketing approaches for new client acquisition
Supervises the day-to-day workload of SALT Managers, Senior Associates, and Associates on assigned engagements and reviews work product
Ensures SALT Managers, Senior Associates, Associates and Interns are trained on all relevant tax software
Evaluates the performance of SALT Managers, Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development
Delivers periodic performance feedback and completes performance evaluations for SALT Managers, Senior Associates, Associates and Interns
Acts as Career Advisor to SALT Managers, Senior Associates, and Associates, as appropriate