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Mergers & Acquisitions Tax Managing Director, State and Local Tax
Mergers & Acquisitions Tax Managing Director, State and Local TaxBDO USA • Stamford, CT, United States
Mergers & Acquisitions Tax Managing Director, State and Local Tax

Mergers & Acquisitions Tax Managing Director, State and Local Tax

BDO USA • Stamford, CT, United States
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Overview

Mergers & Acquisitions Tax Managing Director, State and Local Tax at BDO USA.

Join to apply for the Mergers & Acquisitions Tax Managing Director, State and Local Tax role at BDO USA.

JOB DESCRIPTION The Tax Managing Director, State and Local Taxation is responsible for providing written tax advice to clients, evaluating and recommending 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 Core Tax and Specialized Tax Services 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 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 business / industry knowledge
  • Tax Controversy

  • Represents clients before tax authorities on contested issues
  • Responds to 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 for assigned clients
  • Develops tools / improvements to enhance SALT practice efficiency
  • Accounting for Income Taxes – SFAS109

  • Prepares tax accrual workpapers
  • ASC740-10

  • Understands and applies industry standards, firm policies and BDO Tax Quality Manual related to FAS 109 and FIN48
  • Recognizes, measures and documents financial benefits to clients
  • Strategy Development

  • Develops new or improved ideas to advance clients, the firm, or firm personnel through tax reduction or cost savings
  • Participates in relevant industry groups
  • Leads marketing campaigns and external SALT initiatives
  • Other duties as required
  • Supervisory Responsibilities

  • Supervises day-to-day work of STS SALT Senior Managers, Managers and Staff on assigned engagements, and reviews work product
  • Ensures team is trained on relevant tax software
  • Evaluates performance and assists in development of goals and objectives
  • Delivers performance feedback and completes evaluations
  • Acts as Career Advisor to STS SALT personnel as appropriate
  • Education

  • Bachelor’s degree in Accounting or related field required
  • Master’s degree in Accounting, Taxation or related 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 preferred
  • Prior experience with corporate taxation, consolidations and partnerships preferred
  • License / Certifications

  • CPA certification or other relevant certification preferred
  • Software

  • Proficient in Microsoft Office Suite (Excel and Word) preferred
  • Exposure to standard tax applications and research tools preferred
  • Other Knowledge, Skills & Abilities

  • Excellent verbal and written communication skills
  • Strong analytical and research skills
  • Organizational skills and attention to detail, with ability to meet deadlines
  • Ability to multi-task and work independently or in a team
  • Ability to manage a team and delegate tasks
  • Ability to build and maintain relationships with internal and client personnel
  • Executive presence and ability to be primary contact on engagements
  • Ability to interact with professionals at all levels
  • Advanced knowledge of tax standards and their application for delivery of services
  • Individual salaries offered are determined after consideration of factors including 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

    About Us

    Join us at BDO, where you will find more than a career; you’ll find a place where your work is impactful and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture centers on meaningful connections, curiosity, and being true to yourself while making a positive difference. BDO is proud to be an ESOP company.

    BDO employees participate in the ESOP and Total Rewards benefits. We are committed to delivering exceptional experiences to middle market leaders and helping companies take business as usual to better than usual.

    Equal Opportunity Employer

    Equal Opportunity Employer, including disability / vets. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, disability or protected veteran status.

    BDO USA, P.A. is an EO employer M / F / Veteran / Disability

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