Senior State & Local Tax Advisor

BDO USA; McLean (VA); On-site; USD 90,000 - 150,000; Full time

Job summary

BDO USA in McLean, VA seeks a Tax Senior, State and Local Tax, to apply industry knowledge to advise clients on tax implications of business objectives and ensure compliance. The role includes presenting to clients and coordinating with state agencies.

You will lead research, prepare tax returns and reviews, develop strategies to minimize tax burdens, and serve as a primary client contact. Proficiency with tax software and SOX-compliant engagements is expected.

Responsibilities

• Identifies when research is needed; frames issues to be researched; identifies sources of information and reports the analysis.
• Demonstrates an in-depth understanding of various tax authorities.
• Applies firm and professional standards for preparation of tax returns.
• Develops and maintains relationships with in-state and out-of-state Department of Tax (DOT)/Department of Revenue (DOR) personnel.
• Ensures clients comply with all applicable authorities while minimizing tax and reporting burdens.
• Tracks availability and filing requirements regarding client-related information.
• Applies tax compliance knowledge with accuracy and efficiency.
• Uses knowledge of preparation and issues to price services and sell related services.
• Develops service in accordance with SOX rulings; ensures engagement letters are adopted and manages engagements.
• Conducts detailed review of tax returns and identifies basic, complex and advanced issues.
• Communicates with clients to gather information; prepares and reviews taxability matrices for client transactions.
• Develops, recommends, and implements methods to maximize client benefits; considers applicability of state tax sub-specialties.
• Interprets existing and new law and client facts to maximize benefits; involves other state tax sub-specialty experts when appropriate.
• Applies workplans for tax consulting projects; ensures compliance with WTA checklist; develops consultative selling skills.
• Provides assistance with exam support and client expectations; informs leadership of state tax opportunities for clients.
• Reviews assessment notices and monitors client expectations regarding controversy; handles routine questions from federal or state agencies with assistance.
• Utilizes GoSystems and tax research databases; trains staff on current software tools.
• Develops an in-depth understanding of tax specialization areas; coordinates with firm specialists on related client work.

Job description

BDO USA in McLean, VA seeks a Tax Senior, State and Local Tax, to apply industry knowledge to advise clients on tax implications of business objectives and ensure compliance. The role includes presenting to clients and coordinating with state agencies.

You will lead research, prepare tax returns and reviews, develop strategies to minimize tax burdens, and serve as a primary client contact. Proficiency with tax software and SOX-compliant engagements is expected.