Sales and Use Tax Senior Manager, State and Local Tax

BDO USA, P.C. • Atlanta, GA

1d • $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 sales and use tax statutes and regulations. The role involves marketing, networking, and business development within the position’s area of specialization, recognizing changes in 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 sales and use tax expertise to clients.

Responsibilities span research, tax compliance, consulting, controversy, tax-related software, specialization, ASC 450/FAS 5, and strategy development. The role researches complex issues and prepares reports or taxability matrices; reviews returns and compliance processes; drafts memoranda, opinions, and responses to tax authorities; advises multi-state companies; negotiates settlements and voluntary disclosure agreements; and develops tax strategies and client acquisition approaches. The position also manages client engagements and expectations and supervises and develops tax professionals, including reviewing work, providing feedback, and completing performance evaluations.

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 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 work assignments.
• Ability to build and maintain strong relationships with internal and client personnel.
• Ability to foster teamwork on engagements and contribute to assigned personnel’s professional development.
• 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 to deliver sales and use tax services effectively and efficiently.
• Advanced knowledge of sources of information relevant to sales and use tax filings.
• Advanced knowledge and understanding of taxable conditions affecting 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, specifically Excel and Word.
• Exposure to and familiarity with standard tax applications and research tools.

Responsibilities

• Identify complex sales and use tax situations requiring research, outline the issues, and determine appropriate research sources.
• Analyze research 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 provide customized and automated solutions for reporting sales and use tax obligations.
• Draft tax memoranda, tax opinions, and other documentation on sales and use tax issues.
• Review client operations to determine in which states sales and use tax returns should be filed.
• Review client records for resale and exemption certificates and develop procedures for retaining them.
• Apply relevant state tax consulting specialties and confer 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 notices from state taxing authorities, represent clients before tax authorities on contested issues, and provide exam support.
• Use sales and use tax research databases and related software to complete assigned work.
• Provide technical client service to multi-state companies with sales and use tax issues.
• Negotiate settlements and voluntary disclosure agreements on sales and use tax matters.
• Apply industry standards, firm policies, and BDO Tax Quality Manual requirements related to ASC 450/FAS 5 sales and use tax contingencies.
• Review studies of sales and use tax implications, identify alternative courses of action, and research potential tax strategies.
• Develop ideas to advance client interests through sales and use tax or expense reductions or non-tax benefits.
• Suggest marketing approaches for acquiring new clients.
• Supervise the day-to-day workload of SALT Managers, Senior Associates, and Associates on assigned engagements and review their work.
• Ensure SALT Managers, Senior Associates, Associates, and Interns are trained on relevant tax software.
• Evaluate employee 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.
• Perform other duties as required.

Benefits

• Employee ownership through the company’s ESOP, offering participants a stake in the firm’s success and an opportunity to enhance their financial well-being.
• Comprehensive compensation and Total Rewards benefits offerings.

What This Job Offers

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