Sales and Use Tax Senior Manager -State and Local Tax

BDO USA • Philadelphia, PA

3d • $120,000 - $250,000

About The Position

The Tax Senior Manager, State and Local Tax - Sales & Use Tax advises clients on the sales and use tax implications of business objectives, recommends alternative courses of action, and identifies methods for complying with applicable statutes and regulations. The role includes marketing, networking, and business development within the area of specialization, recognizing changes in sales and use tax policy, and applying new policies to tax compliance. The Senior Manager works with the National Sales and Use Tax team, Tax Partners, Directors, and Senior Managers to provide clients with sales and use tax expertise.

The position researches complex sales and use tax matters, reviews tax returns and compliance processes, provides consulting and controversy support, and advises multi-state companies. It manages client engagements and expectations, develops tax strategies, negotiates settlements and voluntary disclosure agreements, and supervises and develops tax professionals working on assigned engagements.

Requirements

• Bachelor’s degree in Accounting or another relevant field.
• Eight or more years of prior state and local or multistate experience.
• Prior experience supervising tax professionals on a project or engagement basis.
• Significant experience in business development and marketing of sales and use tax engagements.
• Excellent oral 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 in a group environment in a deadline-driven setting.
• Ability to manage a team of tax professionals and delegate work assignments.
• Ability to build and maintain strong relationships with internal and client personnel.
• Ability to foster teamwork and contribute to the professional development of assigned personnel.
• 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 sales and use tax services effectively and efficiently.
• Advanced knowledge of sources of information used in sales and use tax filings.
• Advanced understanding of taxable conditions, their effects on clients, and potential sales and use tax issues.

Nice To Haves

• Master’s degree in Accounting or Taxation, or a J.D.
• Prior experience preparing and/or reviewing tax provisions.
• CPA certification or another relevant certification.
• Proficiency in Microsoft Office Suite, particularly Excel and Word.
• Exposure to and familiarity with standard tax applications and research tools.

Responsibilities

• Identify complex sales and use tax issues requiring research, outline the issues and appropriate research sources, analyze findings, and prepare detailed reports or taxability matrices.
• Develop relationships with in-state and out-of-state Department of Tax or Department of Revenue personnel.
• Review sales and use tax returns and identify significant tax issues.
• Evaluate clients’ compliance processes and recommend customized and automated solutions for reporting sales and use tax obligations.
• Draft tax memorandums, opinions, and other documentation on sales and use tax issues.
• Review client operations to determine the states in which sales and use tax returns should be filed.
• Review client records for resale and exemption certificates and develop procedures for retaining appropriate certificates.
• Apply relevant state tax consulting specialties and consult with other professionals when appropriate.
• Ensure engagement letters are adopted before work begins and manage engagements and client expectations.
• Assist in developing consultative sales and use tax strategies.
• Draft responses to state tax authority notices, represent clients before tax authorities on contested sales and use tax issues, and provide examination support.
• Use sales and use tax research databases and related software to complete assigned work.
• Provide technical service to multi-state companies and negotiate settlements and voluntary disclosure agreements on sales and use tax matters.
• Apply industry standards, firm policies, and BDO Tax Quality Manual requirements to sales and use tax contingencies under ASC 450/FAS 5.
• Review studies and research potential strategies to identify alternative courses of action and advance client interests through tax or expense reductions or non-tax benefits.
• Suggest marketing approaches for acquiring new clients and perform other duties as required.
• Supervise the day-to-day work of SALT Managers, Senior Associates, and Associates on assigned engagements and review their work product.
• Ensure SALT Managers, Senior Associates, Associates, and Interns receive training on relevant tax software.
• Evaluate staff performance, help develop professional goals and objectives, deliver feedback, and complete performance evaluations.
• Act as a Career Advisor to SALT Managers, Senior Associates, and Associates, as appropriate, and perform other duties as required.

Benefits

• Employee Stock Ownership Plan (ESOP), providing participants a stake in the firm’s success through beneficial ownership.
• Comprehensive compensation and Total Rewards benefits offerings.

What This Job Offers

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