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Tax Automation Managing Director, State and Local Tax

BDO USA, LLP
Charlotte, North Carolina, US
Full-time

Job Summary :

Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below.

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
  • 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
    • 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.

    National Range : $157,500 - $420,000

    NYC / Long Island / Westchester Range : $157,500 - $420,000

    Washington DC Range : $157,500 - $420,000

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    1 day ago
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