BDO USA, LLP
SALT Managing Director, Sales and Use Tax
BDO USA, LLP, Seattle, Washington, us, 98127
Job Summary:
The Tax Managing Director, SALT - Sales & Use Tax is responsible for advising and providing written tax advice to clients regarding the sales & use tax implications relating to their business objectives, evaluating alternate courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks, and identifying potential changes in the sales & use tax statutes, policies, and regulations. In this role, the Tax Managing Director will be charged with marketing, networking, and business development within their area of experience and specialization, and maintaining key client relationships. Additionally, this position 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
Identifies complex sales & use tax situations requiring research and outlines the issue(s) and the appropriate sources of research. Analyzes researched facts and sources prior to composing a detailed report or preparing a taxability matrix of the 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, identifying significant issues. Evaluates company compliance processes and provides customized solutions for sales & use tax reporting.
Tax Consulting
Drafts tax memorandums, opinions, and documentation on various sales & use tax issues. Conducts reviews of client operations to determine states where sales & use tax returns should be filed. Reviews client records to ensure proper resale and exemption certificates are maintained. Applies relevant state tax consulting sub-specialties and collaborates with other professionals when necessary. Ensures tax engagement letters are adopted prior to work commencing and manages engagements. Assists in developing consultative sales & use tax strategies. Manages client expectations effectively.
Tax Controversy
Drafts responses to notices from state taxing authorities. Represents clients before tax authorities on contested sales & use tax issues. Provides assistance with exam support.
Tax Related Software
Utilizes sales & use tax research databases and related software in task completion.
Tax Specialization
Provides technical client service to multi-state companies with sales & use tax issues. Negotiates settlements and voluntary disclosure agreements on sales and use tax matters. Drafts technical memoranda regarding sales & use tax issues.
ASC 450/FAS 5
Applies industry standards and firm policies 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 actions for client benefits. Develops new ideas to advance client positions through tax reduction or non-tax benefits. Assists with researching potential sales & use tax strategies. Suggests marketing approaches for new client acquisition.
Other duties as required. Supervisory Responsibilities: Supervises the workload of STS SALT Senior Managers, Managers, Senior Associates, and Associates on assigned engagements. Ensures training on relevant tax software for team members. Evaluates performance and assists in developing goals for professional development. Delivers performance feedback and completes evaluations for team members. Acts as Career Advisor to appropriate team members. Other duties as required. Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting or relevant field required. Master's degree in Accounting/Taxation or J.D. preferred. Experience: Ten+ years of prior experience in state and local/multistate taxation required. Experience supervising tax professionals on projects required. Experience preparing and/or reviewing tax provisions preferred. Significant business development and marketing experience required. License/Certifications: CPA certification or other relevant certification preferred. Software: Proficient in Microsoft Office Suite, specifically Excel and Word preferred. 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 with attention to detail. Ability to multi-task in independent or group settings. Proven ability to manage deadlines and multiple projects. Effective team management and delegation skills. Capacity to build and maintain strong relationships. Ability to foster a team environment and contribute to personnel development. Executive presence and ability to act as primary contact on engagements. Ability to interact effectively with professionals at all levels. Advanced knowledge of tax standards for effective service delivery. Advanced knowledge of relevant information sources for sales & use tax filings. Advanced understanding of taxable conditions and potential issues. Individual salaries offered are determined after consideration of numerous factors including qualifications, experience, skills, and geography. National Range: $157,500 - $420,000 Maryland 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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Identifies complex sales & use tax situations requiring research and outlines the issue(s) and the appropriate sources of research. Analyzes researched facts and sources prior to composing a detailed report or preparing a taxability matrix of the 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, identifying significant issues. Evaluates company compliance processes and provides customized solutions for sales & use tax reporting.
Tax Consulting
Drafts tax memorandums, opinions, and documentation on various sales & use tax issues. Conducts reviews of client operations to determine states where sales & use tax returns should be filed. Reviews client records to ensure proper resale and exemption certificates are maintained. Applies relevant state tax consulting sub-specialties and collaborates with other professionals when necessary. Ensures tax engagement letters are adopted prior to work commencing and manages engagements. Assists in developing consultative sales & use tax strategies. Manages client expectations effectively.
Tax Controversy
Drafts responses to notices from state taxing authorities. Represents clients before tax authorities on contested sales & use tax issues. Provides assistance with exam support.
Tax Related Software
Utilizes sales & use tax research databases and related software in task completion.
Tax Specialization
Provides technical client service to multi-state companies with sales & use tax issues. Negotiates settlements and voluntary disclosure agreements on sales and use tax matters. Drafts technical memoranda regarding sales & use tax issues.
ASC 450/FAS 5
Applies industry standards and firm policies 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 actions for client benefits. Develops new ideas to advance client positions through tax reduction or non-tax benefits. Assists with researching potential sales & use tax strategies. Suggests marketing approaches for new client acquisition.
Other duties as required. Supervisory Responsibilities: Supervises the workload of STS SALT Senior Managers, Managers, Senior Associates, and Associates on assigned engagements. Ensures training on relevant tax software for team members. Evaluates performance and assists in developing goals for professional development. Delivers performance feedback and completes evaluations for team members. Acts as Career Advisor to appropriate team members. Other duties as required. Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting or relevant field required. Master's degree in Accounting/Taxation or J.D. preferred. Experience: Ten+ years of prior experience in state and local/multistate taxation required. Experience supervising tax professionals on projects required. Experience preparing and/or reviewing tax provisions preferred. Significant business development and marketing experience required. License/Certifications: CPA certification or other relevant certification preferred. Software: Proficient in Microsoft Office Suite, specifically Excel and Word preferred. 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 with attention to detail. Ability to multi-task in independent or group settings. Proven ability to manage deadlines and multiple projects. Effective team management and delegation skills. Capacity to build and maintain strong relationships. Ability to foster a team environment and contribute to personnel development. Executive presence and ability to act as primary contact on engagements. Ability to interact effectively with professionals at all levels. Advanced knowledge of tax standards for effective service delivery. Advanced knowledge of relevant information sources for sales & use tax filings. Advanced understanding of taxable conditions and potential issues. Individual salaries offered are determined after consideration of numerous factors including qualifications, experience, skills, and geography. National Range: $157,500 - $420,000 Maryland 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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