Tax Manager, State and Local Tax

BDO USA; San Jose (CA); On-site; USD 79,800 - 168,000; Full time

Benefits offered by this job

Flexible working hours

Opportunity for advancement

Employee Stock Ownership Plan (ESOP)

Job summary

A prominent tax services firm in San Jose seeks a Tax Manager, State and Local Tax to provide expert counsel on tax policy and compliance. The Manager will engage with clients, manage the workload of team members, and ensure thorough tax reviews and improvements in compliance strategies. Ideal candidates will bring a strong background in state and local tax issues and have at least four years of relevant experience. This role offers extensive professional growth within a supportive environment.

Qualifications

• Four years of prior experience in state and local/multistate taxation.
• Prior experience supervising tax professionals is required.
• CPA certification or equivalent is preferred.

Responsibilities

• Advise clients on tax implications and compliance.
• Conduct detailed reviews of tax returns.
• Represent clients before tax authorities.
• Manage the workload of tax associates and interns.

Skills

Excellent verbal and written communication skills

Superior analytical and research skills

Solid organizational skills

Ability to build and maintain strong relationships

Advanced knowledge of taxation standards

Education

Bachelor’s degree in Business

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

Tools

GoSystems

Microsoft Office Suite

Job description

Overview

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, and identifying methods of complying with tax regulations. The Manager will be involved in marketing, networking, and business development within their area of experience, recognizing potential changes in tax policy, and applying new policies to tax compliance. The Tax Manager, State and Local Tax will work with the Core Tax Partners, Directors, and Senior Managers to provide SALT expertise to clients.

Job Duties

• Research: identify complex situations, outline issues, determine appropriate sources, analyze researched facts, and compose detailed research findings; develop relationships with in-state and out-of-state Department of Tax (DOT) / Department of Revenue (DOR) personnel.
• Tax Compliance: conduct detailed reviews of tax returns to identify significant state tax issues; compose responses to notices from state taxing authorities; provide assistance with exam support.
• Tax Consulting: draft tax memorandums, tax opinions, and other documentation; apply applicable state tax consulting sub-specialties; determine tax planning process; ensure tax engagement letters are adopted prior to engagement work; assist in developing consultative selling strategies; manage client engagements and expectations.
• Tax Controversy: represent clients before tax authorities on contested issues.
• Tax Related Software: use GoSystems, tax research databases, and other software to complete tasks.
• Tax Specialization: provide technical client service to multi-state companies with SALT issues; conduct settlements negotiations, voluntary disclosure agreements, and state tax audit representations; draft technical memoranda on SALT issues.
• Accounting for Income Taxes – SFAS 109: prepare tax accrual workpapers.
• ASC 740-10: understand and apply industry standards and firm policies related to FAS 109 and FIN 48, as well as FAS5 for sales tax and unclaimed properties.
• Strategy Development: review studies of tax implications, develop new ideas to benefit clients or the firm, research potential tax strategies, and suggest marketing approaches for new client acquisition.
• Supervisory Responsibilities: supervise day-to-day workload of SALT Senior Associates and Associates, ensure training on tax software, evaluate performance, deliver feedback, and act as Career Advisor as appropriate.
• Other duties as required.

Education and Experience

• Bachelor’s degree required; focus in business preferred
• Master’s degree in Accounting/Taxation or J.D. preferred
• Four (4) years of prior SALT/multistate experience or equivalent; experience supervising tax professionals; experience preparing or reviewing tax provisions preferred; experience with corporate taxation, consolidations, and partnerships preferred
• CPA or other relevant certification preferred
• Proficient in Microsoft Office (Excel and Word); familiarity with standard tax applications and research tools preferred

Other Knowledge, Skills & Abilities

• Excellent verbal and written communication skills
• Strong analytical and research skills
• Solid organizational skills with attention to detail and ability to meet deadlines
• Ability to multi-task and work independently or in a team
• Ability to manage a team of tax professionals and delegate work
• Ability to build and maintain relationships with internal and client personnel
• Executive presence and ability to act as primary contact on engagements
• Ability to interact with professionals at all levels
• Advanced knowledge of tax standards and sources of information used in tax filings

Individual salaries offered are determined after consideration of 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

Washington DC Range: $79,800 - $168,000

About Us

Join us at BDO, where you will find more than a career—you’ll find a place where your work is impactful and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture centers on meaningful connections, curiosity, and being true to yourself, while making a positive difference.

BDO provides assurance, tax, and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is an ESOP company, reflecting a culture that shares financially in our growth. The ESOP is a key part of our Total Rewards offerings.