BDO
SALT Senior Manager, Sales and Use Tax
BDO, Los Angeles, California, United States, 90079
Job Summary:
A STS 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 STS 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 STS SALT Sales & Use Tax Senior Manager will work with the National Sales and Use Tax team, Core 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 STS 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 STS SALT Managers, Senior Associates, and Associates on assigned engagements and reviews work product
Ensures STS SALT Managers, Senior Associates, Associates and Interns are trained on all relevant tax software
Evaluates the performance of STS 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 STS SALT Managers, Senior Associates, Associates and Interns
Acts as Career Advisor to STS 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 - $262,500NYC/Long Island/Westchester Range: $99,750 - $262,500Washington DC Range: $99,750 - $262,500
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A STS 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 STS 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 STS SALT Sales & Use Tax Senior Manager will work with the National Sales and Use Tax team, Core 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 STS 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 STS SALT Managers, Senior Associates, and Associates on assigned engagements and reviews work product
Ensures STS SALT Managers, Senior Associates, Associates and Interns are trained on all relevant tax software
Evaluates the performance of STS 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 STS SALT Managers, Senior Associates, Associates and Interns
Acts as Career Advisor to STS 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 - $262,500NYC/Long Island/Westchester Range: $99,750 - $262,500Washington DC Range: $99,750 - $262,500
#J-18808-Ljbffr