Sales & Use Compliance Manager

BDO USA; Philadelphia (Philadelphia County); On-site; USD 80,000 - 168,000; Full time

Benefits offered by this job

BDO Total Rewards

ESOP

Job summary

BDO USA is seeking a Sales and Use Tax Compliance Manager to ensure client satisfaction through quality review of deliverables. You will oversee returns, reconciliations, and onboarding, leading process improvements and automation initiatives.

The role requires five+ years in sales and use tax, supervision of tax professionals, and strong Excel/Vertex software knowledge. You will mentor peers and manage client relationships in a dynamic team.

Qualifications

• Bachelor's degree required.
• Five or more years of sales and use tax compliance experience.
• Experience supervising tax professionals on projects.
• Experience preparing and reviewing tax returns.

Responsibilities

• Maintain client satisfaction and support tax compliance operations.
• Process returns, filings and reconciliations.
• Review prepared returns and filing confirmations.
• Lead projects such as process improvements and amended returns.
• Develop client relationships and manage invoices.
• Onboard new engagements and oversee onboarding efforts.

Skills

Detail-oriented

Time management

Leadership

Crew collaboration

Communication

Problem-solving

Training/mentoring

Relationship building

Education

Bachelor's Degree

Tools

Vertex Indirect Tax Returns

Excel

Power Query

Alteryx

Job description

JOB DESCRIPTION

The Sales and Use Tax Compliance Manager is responsible for ensuring Client satisfaction for their engagements through review and quality control of deliverables. The Manager has a deep and thorough understanding of sales and use tax compliance reporting and filing nuances, is an integral part of onboarding and client setup, takes part in reviewing returns, reconciliations and confirmations as well as training, mentoring and supporting peers and colleagues within the team. This position requires a detail-oriented, highly motivated team player who willingly participates and leads projects around process improvements, automation and other initiatives. In addition, the Manager has prior experience with contracts, financial analysis, marketing and sales. Our compliance solution utilizes Vertex Indirect Tax Returns software and a customized web-portal.

Job Summary

The Sales and Use Tax Compliance Manager is responsible for ensuring Client satisfaction for their engagements through review and quality control of deliverables. The Manager has a deep and thorough understanding of sales and use tax compliance reporting and filing nuances, is an integral part of onboarding and client setup, takes part in reviewing returns, reconciliations and confirmations as well as training, mentoring and supporting peers and colleagues within the team. This position requires a detail-oriented, highly motivated team player who willingly participates and leads projects around process improvements, automation and other initiatives. In addition, the Manager has prior experience with contracts, financial analysis, marketing and sales. Our compliance solution utilizes Vertex Indirect Tax Returns software and a customized web-portal.

Job Duties

• Maintains Client satisfaction
• Assists with and supports all sales tax compliance operations
• Processes tax returns, filings and completing reconciliations
• Reviews prepared returns and filing confirmations
• Leads and manages projects such as process improvements, firm initiatives and amended returns
• Proactively develops and maintains relationships with both team members and clients
• Reviews and approves invoices as well as analyzes financial metrics
• Acts as the primary lead and point of contact to new engagements and onboarding efforts
• Maintains contracts and participates in sales opportunities

Supervisory Responsibilities

• Supervises the day-to-day workload of SALT Senior Associates and Associates on assigned engagements and reviews work products
• Ensures SALT Senior Associates, Associates, and Interns receive proper training and support with all relevant tax software and procedures
• Evaluates the performance of SALT Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development
• Delivers performance feedback and completes performance evaluations for SALT Senior Associates, Associates and Interns
• Mentors associates and seniors and provides training as necessary

Education

• Bachelor's Degree, required

Experience

• Five (5) or more years of experience in sales and use tax compliance, required
• Experience supervising tax professionals on a project or engagement basis, required
• Experience preparing and/or reviewing sales and use tax returns, required

License(s)/Certification(s)

• CPA or CMI certification, preferred

Software

• Extensive knowledge of Microsoft Excel and other Microsoft Office applications, required
• Knowledge of Vertex Indirect Tax Returns or other sales tax compliance solutions, required
• Familiarity with Database software, Alteryx or Power Query, required

Language(s)

• N/A

Other Knowledge, Skills & Abilities

• Ability to manage time and priorities effectively, completing tasks in a timely manner
• Proven track record of accurately reviewing and completing high volumes of work in a deadline-driven environment, while managing multiple projects simultaneously
• Strong problem-solving skills and ability to overcome challenges
• Excellent verbal and written communication skills
• Solid organizational skills with a keen attention to detail and the ability to meet project deadlines
• Ability to multi-task successfully, working independently or as part of a team
• Experience managing and leading teams of tax professionals, including delegating assignments as needed
• Capacity to build and maintain strong relationships with internal colleagues and external clients
• Ability to foster a collaborative team environment and contribute to the professional development of team members
• Executive presence with the ability to serve as the primary contact on assigned engagements
• Strong interpersonal skills with the ability to interact effectively with professionals at all levels
• Advanced knowledge of tax standards and their application to ensure efficient and effective delivery of tax services
• Detail-oriented and results-driven
• Demonstrates sound judgment and effective problem-solving abilities
• Ability to work independently and lead projects and engagement teams
• Skilled in analyzing and developing more efficient processes and procedures

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

National Range: $79,800 - $168,000

Maryland Range: $79,800 - $168,000

NYC/Long Island/Westchester Range: $79,800 - $168,000

About Us

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well…

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits.

• Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

BDO USA, P.A. is an EO employer M/F/Veteran/Disability