Talent.com
Unclaimed Property Tax Managing Director, State and Local Tax
Unclaimed Property Tax Managing Director, State and Local TaxBDO • San Jose, CA, United States
Unclaimed Property Tax Managing Director, State and Local Tax

Unclaimed Property Tax Managing Director, State and Local Tax

BDO • San Jose, CA, United States
job_description.job_card.1_day_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Job Summary

The Tax Managing Director, State and Local Taxation is responsible for providing written tax advice to clients, evaluating and alternative 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
  • Tax Specialization 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 enhance 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
  • Strategy Development 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
  • 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.

    Salary Ranges

  • National Range : $157,500 - $420,000
  • Maryland Range : $157,500 - $420,000
  • NYC / Long Island / Westchester Range : $157,500 - $420,000
  • Washington DC Range : $157,500 - $420,000
  • #J-18808-Ljbffr

    serp_jobs.job_alerts.create_a_job

    Managing Director • San Jose, CA, United States

    Job_description.internal_linking.related_jobs
    Tax Manager, State and Local Tax - Unclaimed Property

    Tax Manager, State and Local Tax - Unclaimed Property

    BDO USA • San Jose, CA, US
    serp_jobs.job_card.full_time
    Tax Manager, State and Local Tax - Unclaimed Property.The Tax Manager, State and Local Tax - Unclaimed Property, is responsible for advising clients of the tax implications and other accounting rel...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Tax Director

    Tax Director

    NEAR • Palo Alto, CA, United States
    serp_jobs.job_card.full_time
    BitGo is the leading infrastructure provider of digital asset solutions, delivering custody, wallets, staking, trading, financing, and settlement services from regulated cold storage.Since our foun...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Mergers & Acquisitions Tax Managing Director, State and Local Tax

    Mergers & Acquisitions Tax Managing Director, State and Local Tax

    BDO USA • San Francisco, CA, US
    serp_jobs.job_card.full_time
    Tax Managing Director, State And Local Taxation.Job Summary : The Tax Managing Director, State and Local Taxation is responsible for providing written tax advice to clients, evaluating and alternate...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Tax Director - Financial Services State and Local Tax (SALT)

    Tax Director - Financial Services State and Local Tax (SALT)

    EisnerAmper • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you’re starting out in your career or taking your next step as a seasone...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Director, Property Tax

    Director, Property Tax

    OpenAI • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    OpenAI Finance ensures the organization is structured for long-term success in its mission to ensure that artificial general intelligence benefits all of humanity. Our team partners across Real Esta...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Unclaimed Property Tax Managing Director, State and Local Tax

    Unclaimed Property Tax Managing Director, State and Local Tax

    BDO USA • San Jose, CA, US
    serp_jobs.job_card.full_time
    Tax Managing Director, State and Local Taxation.Job Summary : The Tax Managing Director, State and Local Taxation is responsible for providing written tax advice to clients, evaluating and alternate...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Tax Managing Director, State & Local Tax (Sales & Use)

    Tax Managing Director, State & Local Tax (Sales & Use)

    Crowe • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    Your Journey at Crowe Starts Here : .At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an i...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Tax Partner - State and Local Tax

    Tax Partner - State and Local Tax

    International Staffing Consultants • San Jose, CA, US
    serp_jobs.job_card.full_time
    Tax Partner - State And Local Tax.Well established, highly profitable regional CPA firm seeks a direct entry Tax Partner to add to their growing staff. Must be a subject matter expert in State of CA...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Director, Tax, NA

    Director, Tax, NA

    Vantage Data Centers • Santa Clara, CA, United States
    serp_jobs.job_card.full_time
    About Vantage Data Centers powers, cools, protects and connects the technology of the world's hyperscalers, cloud providers and large enterprises. Vantage operates across North America, EMEA and Asi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Tax Manager - Financial Services State and Local Tax (SALT & AWM)

    Senior Tax Manager - Financial Services State and Local Tax (SALT & AWM)

    EisnerAmper LLP • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Tax Director - Financial Services State and Local Tax (SALT)

    Tax Director - Financial Services State and Local Tax (SALT)

    EisnerAmper LLP • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Tax DirectorNewPalo Alto, California, United States

    Tax DirectorNewPalo Alto, California, United States

    BitGo • Palo Alto, CA, US
    serp_jobs.job_card.full_time
    BitGo is the leading infrastructure provider of digital asset solutions, delivering custody, wallets, staking, trading, financing, and settlement services from regulated cold storage.Since our foun...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Tax Director

    Tax Director

    SingerLewak • San Jose, CA, United States
    serp_jobs.job_card.full_time
    SingerLewak is a Top 100 accounting and consulting firm in the west region.Serving clients since 1959, SingerLewak has developed a reputation for excellence and expertise in the accounting and mana...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Tax Director

    Tax Director

    Elevate • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    Human Capital Strategy | Talent Transformation | Performance & Rewards | Engagement & Experience | Culture Architecture.Elevate LLC is a next-generation professional services platform built to part...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Manager 3, State and Local Tax

    Manager 3, State and Local Tax

    Intuit Inc. • Mountain View, CA, United States
    serp_jobs.job_card.full_time
    Provide enterprise-wide leadership and oversight for all U.Ensure compliance, manage risk, and drive proactive planning across. Direct preparation, review, and filing of all state income and franchi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Tax Director (Flowthough Practice) So- Cal Area

    Tax Director (Flowthough Practice) So- Cal Area

    BPM LLP • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    Be among the first 25 applicants.Direct message the job poster from BPM LLP.BPM is a full-service accounting firm providing comprehensive Assurance, Tax, and Consulting Services to clients globally...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Director of Tax

    Director of Tax

    Attivo Partners • San Francisco, CA, United States
    serp_jobs.job_card.full_time +1
    Join the Rapidly Growing Team at Attivo Partners!.Are you dedicated to excellence and eager to advance your career? Passionate about technology and startups? Excited to work with some of the most i...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Director, Property Tax

    Director, Property Tax

    The Rundown AI, Inc. • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    OpenAI Finance ensures the organization is structured for long-term success in its mission to ensure that artificial general intelligence benefits all of humanity. Our team partners across Real Esta...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted