BDO USA
BDO USA

60 Bdo Usa Tax Senior Associate Jobs Hiring Near You

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Tax Senior Manager, State and Local Tax - Sales & Use Tax

BDO USA

Boston, MA • On-site

Full-time

Retirement

Re-posted 3 days ago


Job description


Job 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 Abilities
Education:
  • 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
About Us
At BDO, how we show up matters. 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. Here, you'll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.
Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.
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.
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*Benefits may be subject to eligibility requirements.
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