Unclaimed Property Tax Senior, State and Local Tax

BDO USA, P.C. • Atlanta, GA

7d • $73,500 - $131,250

About The Position

The Tax Senior, State and Local Tax, applies industry knowledge and experience to advise clients on tax implications of business objectives, recommend alternative courses of action, and identify methods of complying with tax regulations. The role evaluates potential tax issues and options to reduce tax burden and compliance costs, communicates potential risks, monitors tax policy changes, and assists with tax compliance and routine inquiries from federal or state agencies. The Tax Senior may serve as a primary client contact, including preparing and presenting presentations to clients and prospective clients.

The position provides state and local tax research, compliance, consulting, controversy, and specialization services. It supports multistate companies with income and franchise tax matters, including planning, consulting, settlements, voluntary disclosure agreements, audits, protests, refund claims, and appeals. The role also reviews tax returns and provisions, assists with tax accrual reviews, develops client relationships and business opportunities, manages projects and related billing and receivables, and supports the development of SALT Associates through supervision, feedback, and mentoring.

Requirements

• Bachelor’s degree.
• At least two years of state and local or multistate experience.
• Excellent verbal and written communication skills.
• Strong analytical and research skills.
• Solid organizational skills and ability to meet project deadlines with attention to detail.
• Ability to multitask successfully, working independently or in a group environment.
• Ability to build and maintain strong relationships with internal and client personnel.
• Advanced knowledge of tax return forms and basic understanding of tax compliance.
• People development and delegation skills, and ability to encourage a team environment on engagements.
• Executive presence and ability to act as primary contact on assigned engagements.
• Ability to interact successfully with professionals at all levels.
• Working knowledge of applying tax standards for effective and efficient tax services and of sources of information used in tax filings.
• Working knowledge of taxable conditions, their effects on clients, and potential tax issues.
• Excellent decision-making skills and ability to create written tax advice.
• Basic understanding of representing clients before tax authorities on contested issues.

Nice To Haves

• Master’s degree in Accounting or Taxation, or a J.D.
• CPA certification or another relevant certification.
• Proficiency with Microsoft Office, especially Excel and Word.
• Ability to use standard tax applications and research tools.

Responsibilities

• Research tax issues by framing questions, identifying and evaluating sources and authorities, analyzing facts, and reporting findings, including contrary information.
• Apply firm and professional standards in preparing workpapers and tax returns, and maintain relationships with in-state and out-of-state tax and revenue department personnel.
• Help clients comply with applicable tax authorities while minimizing tax and reporting burdens; track information availability and filing requirements and apply tax compliance knowledge accurately and efficiently.
• Price and sell related services based on preparation knowledge, develop services in accordance with SOX rulings, ensure engagement letters are adopted before work begins, and manage engagements.
• Conduct detailed reviews of tax returns, identify issues, gather information from clients, and prepare and review taxability matrices for client transactions.
• Develop and implement tax consulting methods to maximize client benefits, interpret tax law and client facts, apply project workplans, involve relevant specialists, support examinations, manage client expectations, and inform leadership of state tax opportunities.
• Review assessment notices, monitor client expectations concerning controversies, and handle routine federal or state agency questions with assistance.
• Use GoSystems, tax research databases, and other tax-related software, and train staff on current software tools.
• Develop expertise in one or more tax specialties, manage specialization services, work with firm specialists, and conduct internal CPE training in the area of specialization.
• Review basic tax provisions and apply firm policies and standards and the BDO Tax Quality Manual regarding FAS 109 and FIN 48; assist others with these topics and coordinate tax accrual reviews with Assurance counterparts.
• Develop and research tax strategies, assess their implications, advise clients on alternatives, support implementation, understand related documentation, and identify lessons learned and improvements.
• Build client relationships and support marketing, networking, and business development; provide technical services to multistate companies on state and local income and franchise tax matters.
• Assist multistate companies with tax planning, consulting, settlement negotiations, voluntary disclosure agreements, and state income and franchise tax audit representation, including protests, refund claims, and appeals.
• Make high-level filing and preparation decisions and handle questions from federal and state agencies.
• Manage projects economically and productively, including billing and accounts receivable responsibilities.
• Educate and advise professionals on state and local tax law and support their career development.
• Supervise SALT Associate work assignments as appropriate, provide periodic performance feedback, participate in annual evaluations, and mentor Associates.
• Perform other duties as required.

Benefits

• Employee Stock Ownership Plan (ESOP) participation and beneficial ownership.
• Comprehensive compensation and Total Rewards benefits offerings; specific benefits are subject to eligibility requirements.

What This Job Offers

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