Sales and Use Tax Director, State & Local Tax

Job Summary:

The State & Local Tax Director role is instrumental in supporting Principals and the broader SALT practice through significant contributions to team development, maintaining key client relationships, and business development. The State and Local Tax Director role will drive goals of the practice through partnerships with Principals and Managing Directors and will demonstrate high standards of project management, technical thought leadership, and client-centricity.

Job Duties:

Research Identifies situations necessitating the need for additional research, and performs appropriate review of state specific statutory, regulatory and judicial guidance on the  identified issue

Analyzes and applies client specific facts to published state guidance and determines where additional outreach is needed and develops a strategy for obtaining clarification where needed (e.g., informal consults with state taxing authority, formal letter ruling request, etc.)Prepares formal memoranda/matrices formalizing positions relative to state tax treatment

Partners with other Core Tax and Specialized Tax Services professionals to resolve complex and contentious state and local tax matters

Tax Compliance Ensures clients comply with applicable authorities while identifying filing obligations in all areas of SALT as well as options for minimizing the client’s tax and reporting burdens

Ensures timely and accurate filing of compliance engagements Identifies out of scope compliance areas in need of additional work streams (e.g., nexus study, apportionment study, taxability study, etc.) and is able to communicate effectively to stakeholders relative to pricing and need

Tax Consulting Handles all state and local agency inquiries regarding all tax issues and questions

Drafts responses to revenue agent/auditor questions and challenges

Monitors implementations of work plans for tax consulting projects

Provides recommended solutions by combining tax knowledge and knowledge of business / industry

Tax Controversy Represents clients before state and local taxing authorities on contested tax issues

Responds to all questions from state agencies

Ensures accurate and timely response to tax information requests Tax Specialization Acts as an industry expert in chosen industry to be a SALT subject matter expert in that industry

Identifies cross-selling opportunities with other BDO services

Acts as client relationship professional for SALT services provided to designated clients

Develops tools and/or process improvements which allow for enhanced efficiency of SALT specific services

Accounting for Income Taxes – SFAS
109

Reviews state tax provision work papers

Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to ASC
740 and ASC
450 calculations and accruals

Recognizes, measures and documents the need for income tax and indirect tax related accruals

Business Development Identifies, develops or implements solutions which reduce a client’s State and Local Tax burden

Participates in relevant industry groups

Leads marketing campaigns and external SALT initiatives

Collaborates with Business Development team and other strategic parties to drive SALT service offerings

Other duties as required

Supervisory Responsibilities:

Supervises and reviews the day-to-day work product and utilization of SALT Senior Managers, Managers and Staff on assigned engagements

Manages engagements to ensure engagement metrics are achieved including timely billing and DSO below 40 days Ensures SALT Senior Managers, Managers and Staff are trained on all relevant tax software

Evaluates the performance of SALT Senior Managers, Managers and Staff, and assists in the development of goals and objectives to enhance…