Financial Services Tax Experienced Manager, State and Local Tax

A Tax Experienced Manager, State and Local Tax, is responsible for advising clients on tax implications, recommending courses of action, and ensuring compliance with regulation. The role involves marketing, networking, business development, and applying changes in tax policy to client engagements. Job Duties Research Identify complex situations requiring research and outline issues and appropriate sources. Analyze researched facts and sources before preparing detailed reports. Develop relationships with state Department of Tax and Department of Revenue personnel. Tax Compliance Conduct detailed reviews of tax returns and identify significant state tax issues. Prepare responses to notices from state taxing authorities. Provide assistance with exam support. Tax Consulting Draft tax memorandums, opinions, and documentation on various tax issues. Apply state tax consulting sub‑specialties and confer with other professionals as needed. Determine tax planning processes and manage engagements, ensuring engagement letters are adopted. Assist in developing consultative selling strategies and manage client expectations. Tax Controversy Represent clients before tax authorities on contested issues. Tax Related Software Utilize GoSystems, tax research databases, and other software to complete assignments. Tax Specialization Provide technical client service to multi‑state companies with state and local tax issues. Negotiate settlements, voluntary disclosure agreements, and represent in state tax audits. Draft technical memoranda on state and local tax matters. Accounting for Income Taxes – SFAS109 Prepare tax accrual workpapers.

ASC740‑10

Apply industry standards and firm policies related to FAS 109, FIN48, and FAS5 for sales tax and unclaimed properties. Strategy Development Review studies of tax implications to identify alternative courses of action. Develop ideas to advance client or firm positions through tax or expense reductions. Research potential tax strategies and suggest marketing approaches for new client acquisition. Other duties as required. Supervisory Responsibilities Supervise day‑to‑day workload of SALT Managers, Senior Associates, and Associates, reviewing work product. Ensure staff are trained on all relevant tax software. Evaluate performance and assist in developing professional development goals. Deliver performance feedback and complete evaluations. Act as Career Advisor to SALT Senior Associates and Associates when appropriate. Education Bachelor’s degree required. Master’s degree in Accounting/Taxation or J.D. preferred. Experience Six (6) or more years of state and local/multistate tax experience, required. Experience supervising tax professionals on projects or engagements, required. Experience preparing and/or reviewing tax provisions, preferred. Experience with corporate taxation, consolidations, and partnerships, preferred. Licenses & Certifications CPA certification or other relevant certification, preferred. Software Proficient in Microsoft Office Suite, especially Excel and Word, preferred. Other Knowledge, Skills & Abilities Excellent verbal and written communication skills. Superior analytical and research skills. Strong organizational skills and ability to meet project deadlines with a focus on detail. Ability to multi‑task independently or within a team. Experience working in a deadline‑driven environment and handling multiple projects simultaneously. Effective team management and delegation of work assignments. Capacity to build and maintain relationships with internal and client personnel. Ability to encourage a team environment on engagements and contribute to professional development of staff. Executive presence and ability to act as primary contact on engagements. Advanced knowledge of tax standards and efficient delivery of tax services. Advanced knowledge of relevant tax information sources. Advanced understanding of causes/effects of taxable conditions. Familiarity with standard tax applications and research tools, preferred. Salary Range: $94,500 – $189,000. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. #J-18808-Ljbffr BDO USA