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About the Role
The Tax Managing Director, SALT - Sales & Use Tax advises clients on sales & use tax implications, evaluates alternatives to lessen tax burden, identifies tax risks, and stays updated on statutes and regulations. This role involves marketing, networking, business development, and maintaining client relationships. The individual will also serve as a key member of the Tax Services leadership team, providing guidance on complex tax matters.
Responsibilities
- Identifies complex sales & use tax situations requiring research and outlines the issue and research sources.
- Analyzes research findings and composes detailed reports or taxability matrices.
- Develops relationships with state Department of Tax/Department of Revenue personnel.
- Conducts detailed reviews of sales & use tax returns, identifying significant issues.
- Evaluates current compliance processes and provides customized, automated solutions.
- Drafts tax memorandums, opinions, and other documentation on sales & use tax issues.
- Reviews client operations to determine states where sales & use tax returns should be filed.
- Reviews client records for proper resale and exemption certificates and develops retention procedures.
- Applies applicable state tax consulting sub-specialties and confers with other professionals.
- Ensures tax engagement letters are adopted before work commences and manages engagements.
- Assists in developing consultative sales & use tax strategies.
- Manages client expectations.
- Drafts responses to notices from state taxing authorities.
- Represents clients before tax authorities on contested sales & use tax issues.
- Provides assistance with exam support.
- Utilizes sales & use tax research databases and related software.
- 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.
- Understands and applies industry standards, firm policies, and BDO Tax Quality Manual requirements for ASC 450/FAS 5.
- Reviews studies of sales & use tax implications to identify alternative courses of action.
- Develops new or improved ideas to benefit clients through tax reduction or non-tax benefits.
- Assists with researching potential sales & use tax strategies.
- Suggests marketing approaches for new client acquisition.
- Supervises the day-to-day workload of SALT Senior Managers, Managers, Senior Associates, and Associates and reviews their work product.
- Ensures SALT Senior Managers, Managers, Senior Associates, Associates, and Interns are trained on relevant tax software.
- Evaluates performance of SALT Managers, Senior Associates, and Associates and assists in developing goals for professional development.
- Delivers periodic performance feedback and completes performance evaluations for SALT Senior Managers, Managers, Senior Associates, Associates, and Interns.
- Acts as Career Advisor to SALT Senior Managers, Managers, Senior Associates, and Associates.
- Performs other duties as required.
Requirements
- Ten + 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.
- 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.
- Excellent oral 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 multitask while working independently or within a group environment.
- Proven 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.
- Capacity to build and maintain strong relationships with internal and client personnel.
- Ability to encourage a team environment 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 for 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 potential sales & use tax issues.
Skills
- Sales & Use Tax
- Tax Research
- Tax Compliance
- Tax Consulting
- Tax Controversy
- Tax Software Utilization
- ASC 450/FAS 5 Application
- Strategy Development
- Supervision
- Team Management
- Client Relationship Management
- Business Development
- Marketing
- Microsoft Office Suite (Excel, Word)
- Tax Applications
- Research Tools
- Communication Skills
- Analytical Skills
- Organizational Skills
- Multitasking
- Project Management
- Team Leadership
- Professional Development
- Executive Presence
Location
- Maryland
- New York City
- Long Island
- Westchester
- Washington DC
Work Type
- Full-time
Experience Level
- Managing Director
- Ten + years of experience
Education Level
- Bachelors degree in Accounting or other relevant field
- Masters degree in Accounting/Taxation or J.D. preferred
- CPA certification or other relevant certification preferred
Salary/Compensations
- $157,500 - $420,000
Benefits
- ESOP company offering participants a stake in the firm’s success
- Qualified retirement plan
- Comprehensive compensation and Total Rewards benefits offerings
About the Company
- At BDO, we build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed.
- Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most.
- BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world.
- No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.
- We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being.
- As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits offerings.
- It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.
Equal Opportunity
- Equal Opportunity Employer, including disability/vets