Tax Senior Manager, State and Local Tax

Job Summary

A Tax Senior Manager, State and Local Tax is responsible for advising clients of

the tax implications relating to their business objectives, recommending

alternate courses of action, as well as identifying different methods of

complying with tax regulations. In this role, the Tax Senior Manager, State and

Local Taxation will be charged with marketing, networking and business

development within his/her area of experience and specialization and recognizing

potential changes in tax policy and applying new policies to tax compliance. In

addition, the Tax Senior Manager, State and Local Taxation will work with the

Core Tax Partners, Directors, and Senior Managers to provide SALT expertise to

their clients.

Job Duties

• Research
• Identifies complex 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 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  tax returns with the ability to identify most

significant state tax issues

• Composes responses to notices from state taxing authorities
• Provides assistance with exam support
• Tax Consulting
• Drafts tax memorandums, tax opinions and other documentation on various tax

issues

• Applies all applicable state tax consulting sub-specialties and confers

with other tax professionals when appropriate

• Determines tax planning process
• Ensures tax engagement letters are adopted prior to engagement work

commencing and manages engagements

• Assists in the development of consultative selling strategies
• Manages the expectations of assigned clients
• Tax Controversy
• Represents clients before any tax authority on contested issues
• Tax Related Software
• Utilizes GoSystems, tax research databases and other tax-related software

in the completion of assigned tasks

• Tax Specialization
• Provides technical client service to multi-state companies with state and

local tax issues

• Conducts negotiation of settlements, voluntary disclosure agreements and

state tax audit representation

• Drafts technical memoranda regarding state and local tax issues
• 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, as

well as FAS5 for sales tax and unclaimed properties

• Strategy Development
• Reviews studies of tax implications to identify alternative courses of

actions to benefits clients

• 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

• Assist with researching potential 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
• 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
• 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 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 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

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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