SALT Senior Manager, Sales and Use Tax - BDO International
Vernon, CA 90058
About the Job
Job Summary:A STS 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 STS 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 STS SALT Sales & Use Tax Senior Manager will work with the National Sales and Use Tax team, Core Tax Partners, Directors, and Senior Managers to provide sales & use tax expertise to their clients.Job Duties:ResearchIdentifies complex sales & use tax situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conductedAnalyzes researched facts and the sources utilized prior to composing a detailed report or preparing a taxability matrix of the research findingsDevelops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnelTax ComplianceConducts detailed reviews of sales & use tax returns with the ability to identify most significant sales & use tax issuesEvaluate company’s current compliance processes and provide customized and automated solutions for companies to report their sales & use tax obligationsTax ConsultingDrafts tax memorandums, tax opinions and other documentation on various sales & use tax issuesConduct review of client operations to determine states where sales & use tax return should be filedReview client records to determine if proper resale and exemption certificates are maintained and develop procedures for retaining proper resale and exemption certificatesApplies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriateEnsures tax engagement letters are adopted prior to engagement work commencing and manages engagementsAssists in the development of consultative sales & use tax strategiesManages the expectations of assigned clientsTax ControversyDrafts responses to notices from state taxing authoritiesRepresents clients before any tax authority on contested sales & use tax issuesProvides assistance with exam supportTax Related SoftwareUtilizes sales & use tax research databases and other sales & use tax-related software in the completion of assigned tasksTax SpecializationProvides 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 DevelopmentReviews studies of sales & use tax implications to identify alternative courses of actions to benefits clientsDevelops new or improved ideas to advance the position of clients through reduction in sales & use taxes or expenses or offering of non-tax benefitsAssist with researching potential sales & use tax strategiesSuggests marketing approaches for new client acquisitionOther duties as requiredSupervisory Responsibilities:Supervises the day-to-day workload of STS SALT Managers, Senior Associates, and Associates on assigned engagements and reviews work product Ensures STS SALT Managers, Senior Associates, Associates and Interns are trained on all relevant tax softwareEvaluates the performance of STS SALT Managers, Senior Associates and Associates and assists in the development of goals and objectives to enhance professional developmentDelivers periodic performance feedback and completes performance evaluations for STS SALT Managers, Senior Associates, Associates and InternsActs as Career Advisor to STS SALT Managers, Senior Associates, and Associates, as appropriateOther duties as requiredQualifications, Knowledge, Skills and AbilitiesEducation:Bachelors degree in Accounting or other relevant field requiredMasters degree in Accounting/Taxation or J.D.
preferredExperience:Eight+ years of prior experience in state and local/multistate experience requiredPrior experience supervising tax professionals on a project or engagement basis requiredPrior experience preparing and/or reviewing tax provisions preferredSignificant business development and marketing of sales and use tax engagements experience requiredLicense/Certifications: CPA certification or other relevant certification preferredSoftware:Proficient in the use of Microsoft Office Suite, specifically Excel and Word preferredExposure to and familiarity with standard tax applications and research tools preferredOther Knowledge, Skills & Abilities:Excellent oral and written communication skillsSuperior analytical and research skills Solid organizational skills especially ability to meet project deadlines with a focus on detailsAbility to successfully multi-task while working independently or within a group environmentProven ability to work in a deadline-driven environment and handle multiple projects simultaneously Capable of effective managing a team of tax professionals and delegating work assignments as neededCapacity to build and maintain strong relationships with internal and client personnel Ability to encourage team environment on engagements and contribute to the professional development of assigned personnelExecutive presence and ability to act as primary contact on assigned engagementsAbility to successfully interact with professionals at all levelsAdvanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of sales & use tax servicesAdvanced knowledge of sources of relevant information utilized in sales & use tax filings Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential sales & use tax issues Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.National Range: $99,750 - $262,500NYC/Long Island/Westchester Range: $99,750 - $262,500Washington DC Range: $99,750 - $262,500Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality.
We offer flexibility and opportunities for advancement.
Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do.
Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities.
BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S.
team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S.
and in over 160 countries through our global organization.BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP).
A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being.
The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings.
The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:Welcoming diverse perspectives and understanding the experience of our professionals and clientsEmpowering team members to explore their full potentialOur talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunitiesCelebrating ingenuity and innovation to transform our business and help our clients transform theirsFocus on resilience and sustainability to positively impact our people, clients, and communitiesBDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!*Benefits may be subject to eligibility requirements.Equal Opportunity Employer, including disability/vetsClick here to find out more!Full timePosting Date: 2024-09-20
In this role, the STS 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 STS SALT Sales & Use Tax Senior Manager will work with the National Sales and Use Tax team, Core Tax Partners, Directors, and Senior Managers to provide sales & use tax expertise to their clients.Job Duties:ResearchIdentifies complex sales & use tax situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conductedAnalyzes researched facts and the sources utilized prior to composing a detailed report or preparing a taxability matrix of the research findingsDevelops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnelTax ComplianceConducts detailed reviews of sales & use tax returns with the ability to identify most significant sales & use tax issuesEvaluate company’s current compliance processes and provide customized and automated solutions for companies to report their sales & use tax obligationsTax ConsultingDrafts tax memorandums, tax opinions and other documentation on various sales & use tax issuesConduct review of client operations to determine states where sales & use tax return should be filedReview client records to determine if proper resale and exemption certificates are maintained and develop procedures for retaining proper resale and exemption certificatesApplies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriateEnsures tax engagement letters are adopted prior to engagement work commencing and manages engagementsAssists in the development of consultative sales & use tax strategiesManages the expectations of assigned clientsTax ControversyDrafts responses to notices from state taxing authoritiesRepresents clients before any tax authority on contested sales & use tax issuesProvides assistance with exam supportTax Related SoftwareUtilizes sales & use tax research databases and other sales & use tax-related software in the completion of assigned tasksTax SpecializationProvides 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 DevelopmentReviews studies of sales & use tax implications to identify alternative courses of actions to benefits clientsDevelops new or improved ideas to advance the position of clients through reduction in sales & use taxes or expenses or offering of non-tax benefitsAssist with researching potential sales & use tax strategiesSuggests marketing approaches for new client acquisitionOther duties as requiredSupervisory Responsibilities:Supervises the day-to-day workload of STS SALT Managers, Senior Associates, and Associates on assigned engagements and reviews work product Ensures STS SALT Managers, Senior Associates, Associates and Interns are trained on all relevant tax softwareEvaluates the performance of STS SALT Managers, Senior Associates and Associates and assists in the development of goals and objectives to enhance professional developmentDelivers periodic performance feedback and completes performance evaluations for STS SALT Managers, Senior Associates, Associates and InternsActs as Career Advisor to STS SALT Managers, Senior Associates, and Associates, as appropriateOther duties as requiredQualifications, Knowledge, Skills and AbilitiesEducation:Bachelors degree in Accounting or other relevant field requiredMasters degree in Accounting/Taxation or J.D.
preferredExperience:Eight+ years of prior experience in state and local/multistate experience requiredPrior experience supervising tax professionals on a project or engagement basis requiredPrior experience preparing and/or reviewing tax provisions preferredSignificant business development and marketing of sales and use tax engagements experience requiredLicense/Certifications: CPA certification or other relevant certification preferredSoftware:Proficient in the use of Microsoft Office Suite, specifically Excel and Word preferredExposure to and familiarity with standard tax applications and research tools preferredOther Knowledge, Skills & Abilities:Excellent oral and written communication skillsSuperior analytical and research skills Solid organizational skills especially ability to meet project deadlines with a focus on detailsAbility to successfully multi-task while working independently or within a group environmentProven ability to work in a deadline-driven environment and handle multiple projects simultaneously Capable of effective managing a team of tax professionals and delegating work assignments as neededCapacity to build and maintain strong relationships with internal and client personnel Ability to encourage team environment on engagements and contribute to the professional development of assigned personnelExecutive presence and ability to act as primary contact on assigned engagementsAbility to successfully interact with professionals at all levelsAdvanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of sales & use tax servicesAdvanced knowledge of sources of relevant information utilized in sales & use tax filings Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential sales & use tax issues Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.National Range: $99,750 - $262,500NYC/Long Island/Westchester Range: $99,750 - $262,500Washington DC Range: $99,750 - $262,500Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality.
We offer flexibility and opportunities for advancement.
Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do.
Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities.
BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S.
team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S.
and in over 160 countries through our global organization.BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP).
A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being.
The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings.
The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:Welcoming diverse perspectives and understanding the experience of our professionals and clientsEmpowering team members to explore their full potentialOur talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunitiesCelebrating ingenuity and innovation to transform our business and help our clients transform theirsFocus on resilience and sustainability to positively impact our people, clients, and communitiesBDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!*Benefits may be subject to eligibility requirements.Equal Opportunity Employer, including disability/vetsClick here to find out more!Full timePosting Date: 2024-09-20
Source : BDO International