Tax Managing Director, State and Local Tax

Job Summary

The Tax Managing Director, State and Local Taxation is responsible for providing

written tax advice to clients, evaluating and alternate courses of action to

lessen tax burden and cost of compliance, recognizing potential tax risks and

identifying potential changes in tax policy and regulations. In this role, the

Tax Managing Director, State and Local Taxation will be charged with marketing,

networking and business development within their area of experience and

specialization and maintaining key client relationships. Additionally, the Tax

Managing Director, State and Local Taxation 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 all situations when research is necessary, and conducts

appropriate investigation on identified topics

• Analyzes researched facts and  the sources utilized
• Prepares studies of tax implications and outlines alternative courses of

action to clients

• Partners with other tax professionals to resolve complex and contentious

matters

• Tax Compliance
• Ensures clients comply with applicable authorities while identifying

options for minimizing the client’s tax and reporting burdens

• Manages engagements to ensure engagement metrics are achieved
• Collaborates with Business Development team and other strategic parties to

drive sales tax compliance service offerings

• Tax Consulting
• Handles all inquiries from federal and state agencies regarding all tax

issues and questions

• Drafts responses to examiner 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 any tax authority on contested issues
• Responds to all questions from federal or state agencies
• Tax Specialization
• Acts as industry expert in SALT
• Identifies cross-selling opportunities with other tax specializations
• Manages SALT services provided to assigned clients
• Develops tools and/or improvements allowing for enhance the efficiency or

services of the SALT practice

• Accounting for Income Taxes – SFAS109
• Prepares tax accrual workpapers
• ASC740-10
• Understands and applies industry standards, along with firm policies and

BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48

• Recognizes, measures and documents financial benefits to clients
• Strategy Development
• Develops new or improved ideas to advance the position of clients, the firm

or firm personnel through reduction in taxes or  expenses or offering of

non-tax benefits

• Participates in relevant industry groups
• Leads marketing campaigns and external SALT initiatives
• Other duties as required

Supervisory Responsibilities

• Supervises the day-to-day workload of SALT Senior Managers, Managers and

Staff on assigned engagements, and reviews work product

• 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 periodic 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 in Accounting or other relevant field, required
• Master’s degree in Accounting, Taxation or other relevant field, preferred
• Juris Doctorate, preferred

Experience

• Ten (10) 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, highly 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

Language

• N/A

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: $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

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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