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 burdensManages engagements to ensure engagement metrics are achievedCollaborates with Business Development team and other strategic parties to drive sales tax compliance service offeringsTax Consulting
Handles all inquiries from federal and state agencies regarding tax issues and questionsDrafts responses to examiner questions and challengesMonitors implementations of work plans for tax consulting projectsProvides recommended solutions by combining tax knowledge and business / industry knowledgeTax Controversy
Represents clients before tax authorities on contested issuesResponds to questions from federal or state agenciesTax Specialization
Acts as industry expert in SALTIdentifies cross-selling opportunities with other tax specializationsManages SALT services for assigned clientsDevelops tools / improvements to enhance SALT practice efficiencyAccounting for Income Taxes – SFAS109
Prepares tax accrual workpapersASC740-10
Understands and applies industry standards, firm policies and BDO Tax Quality Manual related to FAS 109 and FIN48Recognizes, measures and documents financial benefits to clientsStrategy Development
Develops new or improved ideas to advance clients, the firm, or firm personnel through tax reduction or cost savingsParticipates in relevant industry groupsLeads marketing campaigns and external SALT initiativesOther duties as requiredSupervisory Responsibilities
Supervises day-to-day work of STS SALT Senior Managers, Managers and Staff on assigned engagements, and reviews work productEnsures team is trained on relevant tax softwareEvaluates performance and assists in development of goals and objectivesDelivers performance feedback and completes evaluationsActs as Career Advisor to STS SALT personnel as appropriateEducation
Bachelor’s degree in Accounting or related field requiredMaster’s degree in Accounting, Taxation or related field preferredJuris Doctorate preferredExperience
Ten (10) or more years of prior SALT experience requiredPrior experience supervising tax professionals on a project or engagement basis requiredPrior experience preparing and / or reviewing tax provisions preferredPrior experience with corporate taxation, consolidations and partnerships preferredLicense / Certifications
CPA certification or other relevant certification preferredSoftware
Proficient in Microsoft Office Suite (Excel and Word) preferredExposure to standard tax applications and research tools preferredOther Knowledge, Skills & Abilities
Excellent verbal and written communication skillsStrong analytical and research skillsOrganizational skills and attention to detail, with ability to meet deadlinesAbility to multi-task and work independently or in a teamAbility to manage a team and delegate tasksAbility to build and maintain relationships with internal and client personnelExecutive presence and ability to be primary contact on engagementsAbility to interact with professionals at all levelsAdvanced knowledge of tax standards and their application for delivery of servicesIndividual 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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