Tax Manager, State and Local Tax
BDO USA
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Job summary
BDO USA, LLP is seeking a Tax Manager, State and Local Tax to advise clients on SALT implications and to provide pathways for compliant tax planning. The role involves marketing, networking, and business development within the SALT practice, collaborating with Core Tax Partners and Senior Managers to deliver expert guidance.
You will develop strategies, supervise SALT staff, and support engagements from planning through resolution, ensuring adherence to firm standards and client expectations.
Qualifications
- Bachelor’s degree required; focus in business preferred.
- Master’s degree in Accounting/Taxation or JD preferred.
Responsibilities
- Research complex SALT issues and outline findings with sources.
- Review tax returns and identify significant state tax issues.
- Draft tax memorandums, opinions, and other SALT documentation.
- Represent clients before tax authorities on contested issues.
Skills
Education
Tools
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.
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.
- 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
- 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
- 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
- Represents clients before any tax authority on contested issues
- Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks
- 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
- Prepares tax accrual workpapers
- 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
- 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
- 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
- Bachelor’s degree, required; focus in business, preferred
- Master’s degree in Accounting/Taxation or J.D., preferred
- 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
- CPA certification or other relevant certification, preferred
- 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
- 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 tax filings
- Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential tax issues
- National Range: $79,800 - $168,000
- Maryland Range: $79,800 - $168,000
- NYC/Long Island/Westchester Range: $79,800 - $168,000
- Washington DC Range: $79,800 - $168,000
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 to 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.
As technology continues to shape how we work, BDO values the ability to apply generative and agentic AI solutions to develop work products, improve workflows and identify potential risks. Across our firm, we emphasize professional judgment in validating AI-generated outputs for accuracy, quality, and compliance.
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-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.
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"
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