Sales & Use Tax Manager, State and Local Tax

Sales & Use Tax Manager, State and Local Tax Job Description Job Summary

A State and Local Tax (SALT) Manager 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 SALT Manager 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 SALT Manager will work with the Core Tax Partners, Directors, and Senior Managers to provide SALT expertise to their clients.

• 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 (Use the "Apply for this Job" box below). of Revenue (DOR) personnel

• 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

• Drafts tax memorandums, tax opinions and other documentation on various tax issues
• Applies all applicable state tax consulting sub-specialties and confers with other STS 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

• Represents clients before any tax authority on contested issues

• Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks
• 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

• Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN
  48, as well as FAS5 for sales tax and unclaimed properties
• 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 orexpenses or offering of non-tax benefits
• Assist with researching potential tax strategies
• Suggests marketing approaches for new client acquisition

• Supervises the day-to-day workload of STS SALT Senior Associates and Associates on assigned engagements and reviews work product
• Ensures STS SALT Senior Associates, Associates and Interns are trained on all relevant tax software
• Evaluates the performance of STS SALT 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 STS SALT Senior Associates, Associates and Interns
• Acts as Career Advisor to STS SALT Senior Associates and Associates, as appropriate

• Bachelor’s degree, required; focus in business, preferred
• Master’s degree in Accounting/Taxation or J.D., preferred

• Four (4) years of prior experience in state and local/multistate experience or legal professional services or equivalent experience through an advanced degree program, 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

• CPA certification or other relevant…