Unclaimed Property Tax Managing Director, State and Local Tax
10 Days Old
Unclaimed Property Tax Managing Director, State and Local Tax Join to apply for the Unclaimed Property Tax Managing Director, State and Local Tax role at BDO USA
Overview The Tax Managing Director, State and Local Taxation is responsible for providing written tax advice to clients, evaluating and identifying alternate courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks and identifying potential changes in tax policy and regulations. The role includes marketing, networking and business development within area of experience, maintaining key client relationships, and contributing as a leader within the office’s/region’s Tax Services leadership team. This person acts as a source for guidance on complex tax questions and issues.
Job Description The Tax Managing Director, State and Local Taxation provides written tax advice to clients, evaluates alternate courses of action to reduce tax burden and compliance costs, recognizes tax risks, and identifies potential changes in tax policy and regulations. Responsibilities include marketing, networking and business development, and maintaining key client relationships. The incumbent is a critical part of the office/region Tax Services leadership team and guides complex tax questions and issues.
Job Duties Research
Identifies situations requiring research and conducts appropriate investigations
Analyzes researched facts and sources
Prepares studies of tax implications and outlines alternative courses of action for clients
Partners with other Core Tax and Specialized Tax Services professionals to resolve complex matters
Tax Compliance
Ensures client compliance with applicable authorities while identifying options to minimize tax and reporting burdens
Manages engagements to meet engagement metrics
Collaborates with Business Development and other strategic parties to drive SALT compliance service offerings
Tax Consulting
Handles inquiries from federal and state agencies regarding tax issues
Drafts responses to examiner questions and challenges
Monitors implementations of work plans for tax consulting projects
Provides recommended solutions combining tax knowledge with business/industry knowledge
Tax Controversy
Represents clients before tax authorities on contested issues
Responds to questions from federal or state agencies
Tax Specialization
Acts as industry expert in SALT
Identifies cross-selling opportunities with other tax specializations
Manages SALT services for assigned clients
Develops tools or improvements to enhance SALT practice efficiency
Accounting for Income Taxes – SFAS109
Prepares tax accrual workpapers
ASC740-10
Understands and applies industry standards, firm policies and BDO Tax Quality Manual requirements related to FAS 109 and FIN 48
Recognizes, measures and documents financial benefits to clients
Strategy Development
Develops new or improved ideas to advance clients or firm objectives through tax reductions or cost savings
Participates in relevant industry groups
Leads marketing campaigns and external SALT initiatives
Other duties as required
Supervisory Responsibilities Supervises the day-to-day workload of STS SALT Senior Managers, Managers and Staff on assigned engagements, and reviews work product
Ensures SALT Senior Managers, Managers and Staff are trained on relevant tax software
Evaluates performance and assists in goal development for professional growth
Delivers periodic performance feedback and conducts performance evaluations
Acts as Career Advisor to SALT staff as appropriate
Education, Qualifications, Knowledge, Skills and Abilities Bachelor’s degree in Accounting or related field required
Master’s degree in Accounting, Taxation or related field preferred
Juris Doctorate preferred
Ten (10) or more years of SALT experience required
Prior experience supervising tax professionals on project or engagement basis required
Prior experience with tax provisions preferred
Prior experience with corporate taxation, consolidations and partnerships preferred
Licenses/Certifications CPA certification or other relevant certification preferred
Software Proficient in Microsoft Office Suite (Excel and Word) preferred
Exposure to standard tax applications and research tools preferred
Other Knowledge, Skills & Abilities Excellent verbal and written communication skills
Strong analytical and research skills
Solid organizational skills with ability to meet deadlines
Ability to multi-task and work independently or in a group
Ability to manage a team of tax professionals and delegate work
Ability to build and maintain relationships with internal and client personnel
Executive presence and ability to be primary contact on engagements
Ability to interact with professionals at all levels
Advanced knowledge of tax standards and their application for effective service delivery
Advanced knowledge of tax research sources and filings
Equal Opportunity Employer, including disability/vets. All qualified applicants will receive consideration for employment 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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- Location:
- Los Angeles, CA, United States
- Job Type:
- FullTime
- Category:
- Management & Operations