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Job Summary
A STS Tax Manager, Credits & Incentives is responsible for advising clients of the credit & incentive opportunities relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with credits & incentives statutes and regulations. In this role, the STS Tax Manager, Credits & Incentives is charged with marketing, networking and business development within his / her area of experience and specialization, and recognizing potential changes in credit & incentives policy. In addition, the STS SALT Credits & Incentives Manager works with the Core Tax Partners, Directors, and Senior Managers to provide credits & incentives expertise to their clients.
Research
- Identifies complex credits & incentives 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 credits & incentives opportunities matrix of the research findings
- Develops relationships with in-state and out of state Department of Tax (DOT) / Department of Revenue (DOR) and Economic Development personnel
Tax Compliance
Conducts detailed reviews of income tax returns, and identifies the most significant statutory credit opportunitiesEvaluates a client’s current compliance processes, and provides customized and automated solutions for the client to comply with annual credits & incentives reportingTax Consulting
Drafts credits & incentives memorandums and other documentation on various credits & incentives issuesConducts review of a client’s operations to determine in which jurisdictions credits & incentives opportunities may existApplies 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 credits & incentives strategiesManages the expectations of assigned clientsTax Controversy
Drafts responses to notices from state taxing authoritiesRepresents clients before any tax authority on credits & incentives issuesAssists with exam supportTax Related Software
Utilizes credits & incentives research databases and other credits & incentives related software in the completion of assigned tasksTax Specialization
Provides technical client service to multi-state clients on credits & incentives mattersConducts negotiation credits & incentives mattersDrafts technical memorandums regarding credits & incentives issuesStrategy Development
Reviews studies of credits & incentives opportunities to identify alternative courses of actions to benefit clientsDevelops new or improved ideas to advance the position of clients in maximizing credits & incentives awardsAssists with researching credits & incentives strategiesSuggests marketing approaches for new client acquisitionsSupervisory Responsibilities
Supervises the day-to-day workload of STS SALT Senior Associates and Associates on assigned engagements, and reviews work productEnsures STS SALT Senior Associates, Associates and Interns are trained on all relevant tax softwareEvaluates the performance of STS SALT 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 Senior Associates, Associates and InternsActs as Career Advisor to STS SALT Senior Associates and Associates, as appropriateEducation
Bachelor’s degree in Accounting or other relevant field, requiredMaster’s degree in Accounting or Taxation or Juris Doctorate, preferredQualifications, Knowledge, Skills and Abilities
Bachelor’s degree in Accounting or other relevant field, requiredMaster’s degree in Accounting or Taxation or Juris Doctorate, preferredExperience
Five (5) or more years of state and local / multistate tax experience required, with experience in credits & incentives strongly preferredExperience supervising tax professionals on a project or engagement basis, requiredExperience preparing and / or reviewing tax provisions, preferredLicense / Certifications
CPA or other relevant certification, requiredSoftware
Proficient in the use of Microsoft Office Suite, specifically Excel and Word, preferredExposure to and familiarity with standard tax applications and research tools, preferredLanguage
N / A
Other Knowledge, Skills & Abilities
Excellent verbal and written communication skillsSuperior analytical and research skillsSolid organizational skills, with the ability to meet project deadlines with a focus on detailsAbility to successfully multi-task while working independently or within a group environmentAbility to work in a deadline-driven environment, and handle multiple projects simultaneouslyCapable of effectively managing a team of tax professionals, and delegating work assignments as neededCapacity to build and maintain strong relationships with internal and client personnelAbility to encourage a team environment on engagements, and contribute to the professional development of assigned personnelExecutive presence, with the 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 credits & incentives servicesAdvanced knowledge of sources utilized in credits & incentives filingsAdvanced knowledge and understanding of cause / effect for taxable conditions on clients, and the potential credits and incentives opportunitiesIndividual 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 : $79,800 - $168,000
Maryland Range : $79,800 - $168,000
NYC / Long Island / Westchester Range : $79,800 - $168,000
Washington DC Range : $79,800 - $168,000
About Us
Join 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 / 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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