Tax Director, State & Local Tax

Job Summary

The State & Local Tax Director role is instrumental in supporting Principals and

the broader SALT practice through significant contributions to team development,

maintaining key client relationships, and business development. The State and

Local Tax Director role will drive goals of the practice through partnerships

with Principals and Managing Directors and will demonstrate high standards of

project management, technical thought leadership, and client-centricity.

Job Duties

Research

• Identifies situations necessitating the need for additional research, and

performs appropriate review of state specific statutory, regulatory and

judicial guidance on the  identified issue

• Analyzes and applies client specific facts to published state guidance and

determines where additional outreach is needed and develops a strategy for

obtaining clarification where needed (e.g., informal consults with state

taxing authority, formal letter ruling request, etc.)

• Prepares formal memoranda/matrices formalizing positions relative to state

tax treatment

• Partners with other Core Tax and Specialized Tax Services professionals to

resolve complex and contentious state and local tax matters

Tax Compliance

• Ensures clients comply with applicable authorities while identifying filing

obligations in all areas of SALT as well as options for minimizing the

client’s tax and reporting burdens

• Ensures timely and accurate filing of compliance engagements
• Identifies out of scope compliance areas in need of additional workstreams

(e.g., nexus study, apportionment study, taxability study, etc.) and is able

to communicate effectively to stakeholders relative to pricing and need

Tax Consulting

• Handles all state and local agency inquiries regarding all tax issues and

questions

• Drafts responses to revenue agent/auditor questions and challenges
• Monitors implementations of work plans for tax consulting projects
• Provides recommended solutions by combining tax knowledge and knowledge of

business / industry

Tax Controversy

• Represents clients before state and local taxing authorities on contested tax

issues

• Responds to all questions from state agencies
• Ensures accurate and timely response to tax information requests

Tax Specialization

• Acts as an industry expert in chosen industry to be a SALT subject matter

expert in that industry

• Identifies cross-selling opportunities with other BDO services
• Acts as client relationship professional for SALT services provided to

designated clients

• Develops tools and/or process improvements which allow for enhanced

efficiency of SALT specific services

Accounting for Income Taxes – SFAS109

• Reviews state tax provision workpapers
• Understands and applies industry standards, along with firm policies and BDO

Tax Quality Manual requirements as they relate to ASC740 and ASC450

calculations and accruals

• Recognizes, measures and documents the need for income tax and indirect tax

related accruals

Business Development

• Identifies, develops or implements solutions which reduce a client’s State

and Local Tax burden

• Participates in relevant industry groups
• Leads marketing campaigns and external SALT initiatives
• Collaborates with Business Development team and other strategic parties to

drive SALT service offerings

Other duties as required

Supervisory Responsibilities

• Supervises and reviews the day-to-day work product and utilization of SALT

Senior Managers, Managers and Staff on assigned engagements

• Manages engagements to ensure engagement metrics are achieved including

timely billing and DSO below 40 days

• Ensures SALT Senior Managers, Managers and Staff are trained on all relevant

tax software

• Evaluates the performance of SALT Senior Managers, Managers and Staff, and

assists in the development of goals and objectives to enhance professional

development

• Delivers timely performance feedback, and completes performance evaluations

for SALT Senior Managers, Managers and Staff

• Acts as Career Advisor to SALT Senior Managers, Managers and Staff, as

appropriate

Qualifications, Knowledge, Skills, and Abilities

Education

• Bachelor’s degree required, focus in Accounting or Taxation, preferred
• Master’s degree in Accounting or Taxation, preferred
• Juris Doctorate, preferred

Experience

• Nine (9) or more years of prior SALT experience, required
• Prior experience supervising tax professionals on a project or engagement

basis, required

• Prior experience preparing and/or reviewing tax provisions high, preferred
• Prior experience with corporate taxation, consolidations and partnerships,

preferred

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 verbal 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 multi-task while working independently or within a

group environment

• 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, 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 tax services

• Advanced knowledge of sources of relevant information utilized in tax

filings

• Advanced knowledge and understanding of cause/effect for taxable conditions

on clients and the potential 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

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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