Unclaimed Property Tax Senior, State and Local Tax

BDO USA•Atlanta, GA

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 involves identifying and evaluating potential tax issues, selecting actions to reduce tax burden and compliance costs, communicating potential risks, monitoring tax policy changes, applying new policies to compliance, and assisting with 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 potential clients. The position provides state and local tax compliance, consulting, research, controversy, and specialization services. It includes work on state and local income and franchise tax matters for multistate companies, such as planning, settlements, voluntary disclosure agreements, audits, protests, refund claims, and appeals. The role also includes managing engagements and projects, developing client relationships and business opportunities, using tax-related software, and supporting tax provision work under relevant firm policies and standards. The Tax Senior may supervise assignments for SALT Associates, provide performance feedback, participate in evaluations, and mentor and support their professional development. A bachelor's degree and at least two years of state and local or multistate experience are required. A master's degree in accounting or taxation, a J.D., and CPA or other relevant certification are preferred. National and listed regional salary ranges are $73,500–$131,250; individual offers depend on factors including qualifications, experience, skills, and geography.

Requirements

Bachelor's degree.
Two or more 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 while working independently or in a group environment.
Ability to build and maintain strong relationships with internal personnel and clients.
Advanced knowledge of tax return forms and basic understanding of tax compliance.
Excellent 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 to deliver tax services effectively and efficiently, sources of information used in tax filings, and the causes and effects of taxable conditions and potential client tax issues.
Strong 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 other relevant certification.
Proficiency with Microsoft Office Suite, particularly Excel and Word.
Ability to use standard tax applications and research tools.

Responsibilities

Research tax issues by framing research questions, identifying sources—including information that may contradict preferred positions—analyzing facts and authorities, and reporting conclusions.
Apply knowledge of tax authorities and firm and professional standards when preparing WTA and tax returns.
Develop and maintain relationships with in-state and out-of-state Department of Tax or Department of Revenue personnel.
Ensure clients comply with applicable authorities while minimizing tax and reporting burdens; track information availability and filing requirements.
Prepare and review tax returns and taxability matrices, identify issues, communicate with clients to gather information, and ensure timely and accurate work.
Manage tax engagements, including securing engagement letters before work begins, reviewing returns, and applying tax compliance knowledge efficiently and accurately.
Develop, recommend, and implement methods to maximize client benefits, including reducing current and future taxes; interpret tax law and client facts and apply consulting workplans.
Consider state tax consulting specialties and involve relevant consultants or subject-matter experts when appropriate.
Support tax examinations and controversy matters, review assessment notices, monitor client expectations, and handle routine federal or state agency questions with assistance.
Use GoSystems, tax research databases, and other tax software; train staff on current software tools.
Develop technical and practical expertise in one or more tax specialties, manage specialization services, and organize and conduct internal CPE training in the specialty area.
Review basic tax provisions and tax provisions under ASC 740-10; apply firm policies, standards, and the BDO Tax Quality Manual regarding FAS 109 and FIN 48; help others learn and apply those standards.
Coordinate with Assurance counterparts to plan tax accrual reviews in a timely manner.
Research, assess, and implement tax strategies; review tax implication studies, advise clients on alternatives, understand supporting documentation, and identify lessons learned and improvements.
Build client relationships and contribute to marketing, networking, and business development; develop consultative selling skills and identify state tax opportunities for Core Tax Services leadership.
Provide technical service to multistate companies on state and local income and franchise tax research, planning, consulting, settlements, voluntary disclosure agreements, and audit representation, including protests, refund claims, and appeals.
Make high-level filing and preparation decisions, answer federal and state agency questions, and manage project economics, billing, and accounts receivable.
Educate and advise professionals on state and local tax law and support their career development.
Supervise SALT Associate work assignments as appropriate, provide periodic feedback, participate in annual evaluations, and mentor Associates.
Perform other duties as required.