Tax Senior Manager, State and Local Tax

BDO USA, LLP; Costa Mesa (CA); On-site; USD 99,750 - 262,500; Full time

Job summary

BDO USA, LLP in Costa Mesa, CA seeks a Tax Senior Manager, State and Local Tax to advise clients on SALT implications, develop strategies, and lead engagements with partners and senior staff.

You will research complex state tax issues, supervise SALT professionals, and contribute to business development while applying tax policy changes to compliance and planning. CPA preferred.

Qualifications

• Excellent oral and written communication
• Superior analytical and research skills
• Ability to multi-task and manage multiple engagements
• Ability to lead and develop SALT professionals

Responsibilities

• Research complex state and local tax issues and prepare reports
• Oversee tax compliance reviews and responses to notices
• Draft tax memoranda, opinions and planning memos
• Negotiate settlements and manage examinations
• Lead client engagements and develop consulting strategies
• Provide technical SALT expertise to clients and internal teams
• Mentor junior staff and supervise day-to-day activities

Skills

Communication

Analytical skills

Project management

Team leadership

Education

Bachelor's in Accounting

Master's in Accounting/Taxation or JD

Tools

Excel

Tax software

Job description

Job Summary

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 benefit 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

Qualifications, Knowledge, Skills and Abilities

Education

• 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