Job DescriptionJob Summary:A Tax Senior Manager, State and Local Tax - Sales & Use Tax is responsible for advising clients of the sales & use tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with sales & use tax statutes and regulations. In this role, the SALT Sales & Use Tax Senior Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in sales & use tax policy and applying new policies to tax compliance. In addition, the SALT Sales & Use Tax Senior Manager will work with the National Sales and Use Tax team, Tax Partners, Directors, and Senior Managers to provide sales & use tax expertise to their clients.
Job Duties:- Research
- Identifies complex sales & use tax 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 or preparing a taxability matrix 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 sales & use tax returns with the ability to identify most significant sales & use tax issues
- Evaluate company's current compliance processes and provide customized and automated solutions for companies to report their sales & use tax obligations
- Tax Consulting
- Drafts tax memorandums, tax opinions and other documentation on various sales & use tax issues
- Conduct review of client operations to determine states where sales & use tax return should be filed
- Review client records to determine if proper resale and exemption certificates are maintained and develop procedures for retaining proper resale and exemption certificates
- Applies all applicable state tax consulting sub-specialties and confers with other professionals when appropriate
- Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements
- Assists in the development of consultative sales & use tax strategies
- Manages the expectations of assigned clients
- Tax Controversy
- Drafts responses to notices from state taxing authorities
- Represents clients before any tax authority on contested sales & use tax issues
- Provides assistance with exam support
- Tax Related Software
- Utilizes sales & use tax research databases and other sales & use tax-related software in the completion of assigned tasks
- Tax Specialization
- Provides technical client service to multi-state companies with sales & use tax issues
- Conducts negotiation of settlements and voluntary disclosure agreements on sales and use tax matters
- Drafts technical memoranda regarding sales & use tax issues
- ASC 450/FAS 5
- Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to ASC 450/FAS 5 for sales & use tax contingencies
- Strategy Development
- Reviews studies of sales & use tax implications to identify alternative courses of actions to benefits clients
- Develops new or improved ideas to advance the position of clients through reduction in sales & use taxes or expenses or offering of non-tax benefits
- Assist with researching potential sales & use 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
Qualifications, Knowledge, Skills and AbilitiesEducation:- 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
- Significant business development and marketing of sales and use tax engagements experience required
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
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 sales & use tax services
- Advanced knowledge of sources of relevant information utilized in sales & use tax filings
- Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential sales & use 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
