Sales and Use Tax Manager, State and Local Tax

BDO USA; Madison (WI); Vor Ort; USD 120.000 - 180.000; Vollzeit

Zusammenfassung

BDO USA in Madison, WI is seeking a Tax Manager, State and Local Tax to advise clients on SALT implications, recommend courses of action, and ensure compliance with tax regulations. The role also involves marketing, networking, and business development within the specialist area, collaborating with Core Tax Partners and Senior Managers to deliver SALT expertise.

You will lead SALT research, review tax returns, draft memoranda, and supervise engagement teams while staying current on state and

Qualifikationen

• Bachelor's degree required.

Aufgaben

• Conducts complex SALT research and analyzes issues to prepare findings.
• Reviews tax returns to identify key SALT issues and responds to notices.
• Drafts tax memoranda, opinions, and consults on SALT planning and strategy.
• Represents clients before tax authorities on contested SALT matters.
• Supervises SALT staff, manages engagements and ensures training on tax software.
• Keeps current on state and local tax developments and firm policies.

Kenntnisse

Verbal communication

Written communication

Analytical skills

Research skills

Time management

Team leadership

Ausbildung

Bachelor's degree

Master's degree in Accounting/Taxation or J.D.

CPA certification

Tools

Excel

Word

GoSystems

Tax research databases

Jobbeschreibung

JOB DESCRIPTION

A Tax Manager, State and Local Tax is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance. In addition, the Tax Manager, State and Local Tax will work with the Core Tax Partners, Directors, and Senior Managers to provide SALT expertise to their clients.

Job Summary

A Tax Manager, State and Local Tax is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance. In addition, the Tax Manager, State and Local Tax will work with the Core Tax Partners, Directors, and Senior Managers to provide SALT expertise to their clients.

Job Duties

Research

• Identifies complex 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 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 tax returns with the ability to identify most significant state tax issues
• Composes responses to notices from state taxing authorities
• Provides assistance with exam support

Tax Consulting

• Drafts tax memorandums, tax opinions and other documentation on various tax issues
• Applies all applicable state tax consulting sub-specialties and confers with other tax professionals when appropriate
• Determines tax planning process
• Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements
• Assists in the development of consultative selling strategies
• Manages the expectations of assigned clients

Tax Controversy

• Represents clients before any tax authority on contested issues

Tax Related Software

• Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks

Tax Specialization

• Provides technical client service to multi-state companies with state and local tax issues
• Conducts negotiation of settlements, voluntary disclosure agreements and state tax audit representation
• Drafts technical memoranda regarding state and local tax issues

Accounting for Income Taxes - SFAS109

• Prepares tax accrual workpapers

ASC740-10

• Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48, as well as FAS5 for sales tax and unclaimed properties

Strategy Development

• Reviews studies of tax implications to identify alternative courses of actions to benefits clients
• Develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefits
• Assist with researching potential tax strategies
• Suggests marketing approaches for new client acquisition

Other duties as required

• Supervises the day-to-day workload of SALT Senior Associates and Associates on assigned engagements and reviews work product
• Ensures SALT Senior Associates, Associates and Interns are trained on all relevant tax software
• Evaluates the performance of SALT 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 Senior Associates, Associates and Interns
• Acts as Career Advisor to SALT Senior Associates and Associates, as appropriate

Qualifications, Knowledge, Skills and Abilities:

• Bachelor's degree, required; focus in business, preferred
• Master's degree in Accounting/Taxation or J.D., preferred

Experience

• Four (4) years of prior experience in state and local/multistate experience or legal professional services or equivalent experience through an advanced degree program, required
• Prior experience supervising tax professionals on a project or engagement basis, required
• Prior experience preparing and/or reviewing tax provisions, preferred
• Prior experience with corporate taxation, consolidations and partnerships, preferred

License/Certifications

• CPA certification or other relevant certification, preferred

Software

• Proficient in the use of Microsoft Office Suite, specifically Excel and Word, required
• Exposure to and familiarity with standard tax applications and research tools, preferred

Other Knowledge, Skills & Abilities

• Excellent verbal 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 tax services
• Advanced knowledge of sources of relevant information utilized in