Tax Senior Manager, State and Local Tax

BDO USA; Costa Mesa (CA); On-site; USD 99,000 - 263,000; Full time

Benefits offered by this job

BDO Total Rewards

ESOP ownership

Job summary

BDO USA seeks a Tax Senior Manager, State and Local Taxation, to advise clients on SALT implications and tax compliance. You will market, network and develop business within your area of specialization while collaborating with Core Tax Partners and Directors.

The role requires leadership of SALT professionals, deep technical SALT knowledge, and the ability to manage complex engagements and client expectations.

Qualifications

• Bachelor's degree in Accounting or related field required.
• Master's degree in Accounting/Taxation or J.D. preferred.
• Eight+ years of SALT/state and local tax experience required.
• Prior experience supervising tax professionals on a project or engagement basis required.
• Prior experience with corporate taxation, consolidations and partnerships preferred.
• CPA certification preferred.

Responsibilities

• Research complex SALT issues and outline the issue with sources.
• Conduct detailed reviews of state tax returns and respond to notices.
• Draft tax memorandums, opinions and other tax documentation.
• Manage tax engagements and supervise SALT staff.
• Represent clients before tax authorities when needed.
• Develop and implement tax strategies and client development.

Skills

Communication skills

Analytical skills

Project management

Team leadership

Client relationship management

Executive presence

Multi-tasking

Education

Bachelor's degree in Accounting

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

Tools

GoSystems

Tax research databases

Microsoft Office Suite (Excel/Word)

Job description

JOB DESCRIPTION

A Tax Senior 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 Tax Senior Manager, State and Local Taxation 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 Senior Manager, State and Local Taxation will work with the Core Tax Partners, Directors, and Senior Managers to provide SALT expertise to their clients.

Job Summary

JOB DESCRIPTION

A Tax Senior 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 Tax Senior Manager, State and Local Taxation 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 Senior Manager, State and Local Taxation 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

• Supervisory Responsibilities:

  Supervises the day-to-day workload of SALT Managers, Senior Associates, and Associates on assigned engagements and reviews work product

  Ensures SALT Managers, Senior Associates, Associates and Interns are trained on all relevant tax software

  Evaluates the performance of SALT Managers, 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 Managers, Senior Associates, Associates and Interns

  Acts as Career Advisor to SALT Managers, Senior Associates, and Associates, as appropriate

  Other duties as required

• Other duties as required

Education

Qualifications, Knowledge, Skills and Abilities:

• Bachelors degree in Accounting or other relevant field required
• Masters degree in Accounting/Taxation or J.D. preferred

Experience

• Eight + years of prior experience in state and local/multistate experience 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 preferred
• Exposure to and familiarity with standard tax applications and research tools preferred

Language

• N/A

Other Knowledge, Skills & Abilities

• Excellent oral 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

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: $99,750 - $262,500

Maryland Range: $99,750 - $262,500

NYC/Long Island/Westchester Range: $99,750 - $262,500

Washington DC Range: $99,750 - $262,500

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 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.

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. Click here to find out more !

• Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

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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"