Mergers & Acquisitions Tax Managing Director, State and Local Tax

Mergers & Acquisitions Tax Managing Director, State and Local Tax Stamford, CT, United States and 4 more

Job Description Job Summary :

The Tax Managing Director, State and Local Taxation is responsible for providing written tax advice to clients, evaluating and alternate courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks and identifying potential changes in tax policy and regulations. In this role, the Tax Managing Director, State and Local Taxation will be charged with marketing, networking and business development within their area of experience and specialization and maintaining key client relationships. Additionally, the Tax Managing Director, State and Local Taxation is a critical part of the office’s / region’s Tax Services leadership team, and will act as a source for guidance on complex tax questions and issues.

Job Duties :

Research Identifies all situations when research is necessary, and conducts appropriate investigation on identified topics

Analyzes researched facts and the sources utilized

Prepares studies of tax implications and outlines alternative courses of action to clients

Partners with other Core Tax and Specialized Tax Services professionals to resolve complex and contentious matters

Tax Compliance Ensures clients comply with applicable authorities while identifying options for minimizing the client’s tax and reporting burdens

Manages engagements to ensure engagement metrics are achieved

Collaborates with Business Development team and other strategic parties to drive sales tax compliance service offerings

Tax Consulting Handles all inquiries from federal and state agencies regarding all tax issues and questions

Drafts responses to examiner questions and challenges

Monitors implementations of work plans for tax consulting projects

Provides recommended solutions by combining tax knowledge and knowledge of business / industry

Tax Controversy Represents clients before any tax authority on contested issues

Responds to all questions from federal or state agencies

Acts as industry expert in SALT

Identifies cross-selling opportunities with other tax specializations

Manages SALT services provided to assigned clients

Develops tools and / or improvements allowing for enhancement of the efficiency or services of the SALT practice

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

Recognizes, measures and documents financial benefits to 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

Participates in relevant industry groups

Leads marketing campaigns and external SALT initiatives

Other duties as required

Supervisory Responsibilities :

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

Ensures STS SALT Senior Managers, Managers and Staff are trained on all relevant tax software

Evaluates the performance of STS SALT Senior Managers, Managers and Staff, and assists in the development of goals and objectives to enhance professional development

Delivers periodic performance feedback, and completes performance evaluations for STS SALT Senior Managers, Managers and Staff

Acts as Career Advisor to STS SALT Senior Managers, Managers and Staff, as appropriate

Qualifications, Knowledge, Skills and Abilities :

Education :

Bachelor’s degree in Accounting or other relevant field required

Master’s degree in Accounting, Taxation or other relevant field preferred

Juris Doctorate preferred

Experience :

Ten (10) or more years of prior SALT experience required

Prior experience supervising tax professionals on a project or engagement basis required

Prior experience preparing and / or reviewing tax provisions high 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 verbal and written communication skills

Superior analytical and research skills

Solid organizational skills, especially the ability to meet project deadlines with a focus on details

Ability to successfully multi-task while working independently or within a group environment

Ability to work in a deadline-driven environment and handle multiple projects simultaneously

Capable of effectively 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 : $157,500 - $420,000

Salary may vary based on location and experience.

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