Tax Managing Director, State and Local Tax - Sales & Use Tax

Job Summary:The Tax Managing Director, SALT - Sales & Use Tax is responsible for advising and providing written tax advice to clients of the sales & use tax implications relating to their business objectives, evaluating alternate courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks, and identifying potential changes in the sales & use tax statutes, policies, and regulations. In this role, the Tax Managing Director, SALT - Sales & Use Tax will be charged with marketing, networking and business development within their area of experience and specialization and maintaining key client relationships. In addition, the Tax Managing Director, SALT - Sales & Use Tax 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:ResearchIdentifies complex sales & use tax situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conductedAnalyzes researched facts and the sources utilized prior to composing a detailed report or preparing a taxability matrix of the research findingsDevelops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnelTax ComplianceConducts detailed reviews of sales & use tax returns with the ability to identify most significant sales & use tax issuesEvaluate company’s current compliance processes and provide customized and automated solutions for companies to report their sales & use tax obligationsTax ConsultingDrafts tax memorandums, tax opinions and other documentation on various sales & use tax issuesConduct review of client operations to determine states where sales & use tax return should be filedReview client records to determine if proper resale and exemption certificates are maintained and develop procedures for retaining proper resale and exemption certificatesApplies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriateEnsures tax engagement letters are adopted prior to engagement work commencing and manages engagementsAssists in the development of consultative sales & use tax strategiesManages the expectations of assigned clientsTax ControversyDrafts responses to notices from state taxing authoritiesRepreqsents clients before any tax authority on contested sales & use tax issuesProvides assistance with exam supportTax Related SoftwareUtilizes sales & use tax research databases and other sales & use tax-related software in the completion of assigned tasksTax SpecializationProvides 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 issuesASC 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 DevelopmentReviews studies of sales & use tax implications to identify alternative courses of actions to benefits clientsDevelops new or improved ideas to advance the position of clients through reduction in sales & use taxes or expenses or offering of non-tax benefitsAssist with researching potential sales & use tax strategiesSuggests marketing approaches for new client acquisitionOther duties as requiredSupervisory Responsibilities:Supervises the day-to-day workload of STS SALT Senior Managers, Managers, Senior Associates, and Associates on assigned engagements and reviews work product Ensures STS SALT Senior Managers, Managers, Senior Associates, Associates and Interns are trained on all relevant tax softwareEvaluates the performance of STS SALT Managers, Senior Associates and Associates and assists in the development of goals and objectives to enhance professional developmentDelivers periodic performance feedback and completes performance evaluations for STS SALT Senior Managers, Managers, Senior Associates, Associates and InternsActs as Career Advisor to STS SALT Senior Managers, Managers, Senior Associates, and Associates, as appropriateOther duties as requiredQualifications, Knowledge, Skills and AbilitiesEducation:Bachelors degree in Accounting or other relevant field requiredMasters degree in Accounting/Taxation or J.D. preferredExperience:Ten + years of prior experience in state and local/multistate experience requiredPrior experience supervising tax professionals on a project or engagement basis requiredPrior experience preparing and/or reviewing tax provisions preferredSignificant business development and marketing of sales and use tax engagements experience requiredLicense/Certifications: CPA certification or other relevant certification preferredSoftware:Proficient in the use of Microsoft Office Suite, specifically Excel and Word preferredExposure to and familiarity with standard tax applications and research tools preferredOther Knowledge, Skills & Abilities:Excellent oral and written communication skillsSuperior analytical and research skills Solid organizational skills especially ability to meet project deadlines with a focus on detailsAbility to successfully multi-task while working independently or within a group environmentProven 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 neededCapacity 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 personnelExecutive presence and ability to act as primary contact on assigned engagementsAbility to successfully interact with professionals at all levelsAdvanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of sales & use tax servicesAdvanced 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 issuesIndividual 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 - $420,000Maryland Range: $157,500 - $420,000NYC/Long Island/Westchester Range: $157,500 - $420,000Washington DC Range: $157,500 - $420,000At 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!*Benefits may be subject to eligibility requirements.Equal Opportunity Employer, including disability/vetsClick here to find out more!Full timePosting Date: 2025-02-11