Sales and Use Tax Senior Manager, State and Local Tax

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

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.

Learn more about our benefits: BDO Total Rewards encompass more than traditional

benefits. Click here to find out more

[https://insights.bdo.com/rs/116-EDP-270/images/BDO-Benefits-Brochure.pdf]!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

Click here to find out more

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