Tax Senior Manager, State and Local Tax - Sales & Use Tax

Job Summary:

A Tax Senior Manager, State and Local Tax - Sales & Use Tax is responsible for advising clients of the sales & use tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with sales & use tax statutes and regulations.  In this role, the SALT Sales & Use Tax Senior Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in sales & use tax policy and applying new policies to tax compliance.  

In addition, the SALT Sales & Use Tax Senior Manager will work with the National Sales and Use Tax team, Tax Partners, Directors, and Senior Managers to provide  sales & use tax expertise to their clients.

Job Duties:

Research Identifies complex sales & use tax 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 or preparing a taxability matrix 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

Tax Compliance Conducts detailed reviews of  sales & use tax returns with the ability to identify most significant  sales & use tax issues

Evaluate company’s current compliance processes and provide customized and automated solutions for companies to report their sales & use tax obligations

Tax Consulting Drafts tax memorandums, tax opinions and other documentation on various sales & use tax issues

Conduct review of client operations to determine states where sales & use tax return should be filed

Review client records to determine if proper resale and exemption certificates are maintained and develop procedures for retaining proper resale and exemption certificates

Applies all applicable state tax consulting sub-specialties and confers with other professionals when appropriate

Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements

Assists in the development of consultative sales & use tax  strategies

Manages the expectations of assigned clients

Tax Controversy Drafts responses to notices from state taxing authorities

Represents clients before any tax authority on contested sales & use tax issues

Provides assistance with exam support

Tax Related Software Utilizes sales & use tax research databases and other sales & use tax-related software in the completion of assigned tasks

Tax Specialization Provides 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 Development Reviews studies of sales & use tax implications to identify alternative courses of actions to benefits clients

Develops new or improved ideas to advance the position of clients through reduction in sales & use taxes or expenses or offering of non-tax benefits

Assist with researching potential sales & use tax strategies

Suggests marketing approaches for new client acquisition

Other duties as required

Supervisory Responsibilities:

Supervises the day-to-day workload of SALT Managers, Senior Associates, and Associates on assigned engagements and reviews work product Ensures SALT Managers, Senior Associates, Associates and Interns are trained on all relevant tax software

Evaluates the…