Sales & Use Tax Senior, State and Local Tax

Sales & Use Tax Senior, State and Local Tax

Houston, TX, United States

Job Summary:

The STS Tax Senior, State and Local Tax, applies industry knowledge and experience to clients by assisting in providing advice related to tax implications of their business objectives, recommend alternate courses of action, as well as identify different methods of complying with tax regulations. Additional responsibilities include applying knowledge to understand potential tax issues, evaluate and select alternative actions to lessen tax burden and cost of compliance, recognize and communicate potential risks, identify potential changes in the tax policy and apply new policies to tax compliance and assist in handling routine questions from federal or state agencies.

This role also serves as primary contact for the clients, as needed, including but not limited to preparing and presenting presentations to clients and potential clients.

Job Duties:

Research:

• Identifies when research is needed; frames issues to be researched; identifies sources of all information including information tending to contradict preferred positions, analyzes facts and authorities, and reports the analysis
• Demonstrates an in-depth level of understanding of various tax authorities
• Applies firm and professional standards for preparation of WTA and tax returns
• Develops and maintains 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:

• Ensures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens
• Tracks availability and filing requirements regarding client-related information
• Applies tax compliance knowledge with a high degree of accuracy and efficiency
• Utilizes knowledge of preparation and issues to price services and sell related services
• Develops service in accordance with SOX rulings
• Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements
• Conducts detailed review of tax returns, and identifies basic, complex and advanced issues throughout the engagement
• Communicates with clients to gather information when applicable
• Prepares and reviews taxability matrices for client transactions assuring timely review and accuracy of returns

Tax Consulting:

• Develops, recommends, and implements methods to maximize client benefits, especially by decreasing clients’ current and future taxes
• Considers the applicability of all state tax consulting sub-specialties for each client, conferring with other STS consultants, when appropriate
• Interprets existing and new law and client facts to maximize benefits
• Involves other state tax sub-specialty subject matter experts, when appropriate
• Applies workplans for tax consulting projects performed for clients
• Ensures client service teams comply with firm policy regarding WTA checklist
• Develops consultative selling skills
• Provides assistance with exam support
• Assists in managing client expectations
• Informs Core Tax Services leadership of state tax opportunities for clients

Tax Controversy:

• Reviews assessment notices
• Monitors client expectations regarding issues of controversy
• Handles routine questions from federal or state agencies with assistance

Tax Related Software:

• Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks
• Trains staff on all current software tools
• Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation
• Manages specialization services efficiently
• Involves and works with firm specialists when client and proposal work relates to areas in which the firm has specialists
• Organizes and conducts internal CPE training sessions in area of specialization

Accounting for Income Taxes – SFAS
109:

• Reviews basic tax provisions

ASC
740-10:

• Applies firm policies, standards and BDO Tax Quality Manual regarding FAS 109 and FIN 48
• Assists others in learning and applying FAS 109 and FIN 48
• Reviews tax provisions
• Communicates with Assurance counterparts to timely plan tax accrual reviews
• Introduces and develops new or improved ideas to advance the…