Mergers & Acquisitions Tax Managing Director, State and Local Tax

Overview

Mergers & Acquisitions Tax Managing Director, State and Local Tax at BDO USA.

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JOB DESCRIPTION

The Tax Managing Director, State and Local Taxation is responsible for providing written tax advice to clients, evaluating and recommending courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks, and identifying potential changes in tax policy and regulations. In this role, the Tax Managing Director, State and Local Taxation will be charged with marketing, networking and business development within their area of experience and specialization and maintaining key client relationships. Additionally, the Tax Managing Director, State and Local Taxation is a critical part of the office’s / region’s Tax Services leadership team, and will act as a source for guidance on complex tax questions and issues.

Job Duties

Research

Identifies all situations when research is necessary, and conducts appropriate investigation on identified topics

Analyzes researched facts and the sources utilized

Prepares studies of tax implications and outlines alternative courses of action to clients

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

Tax Compliance

Ensures clients comply with applicable authorities while identifying options for minimizing the client’s tax and reporting burdens

Manages engagements to ensure engagement metrics are achieved

Collaborates with Business Development team and other strategic parties to drive sales tax compliance service offerings

Tax Consulting

Handles all inquiries from federal and state agencies regarding tax issues and questions

Drafts responses to examiner questions and challenges

Monitors implementations of work plans for tax consulting projects

Provides recommended solutions by combining tax knowledge and 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 / 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 related to FAS 109 and FIN48

Recognizes, measures and documents financial benefits to clients

Strategy Development

Develops new or improved ideas to advance clients, the firm, or firm personnel through tax reduction or cost savings

Participates in relevant industry groups

Leads marketing campaigns and external SALT initiatives

Other duties as required

Supervisory Responsibilities

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

Ensures team is trained on relevant tax software

Evaluates performance and assists in development of goals and objectives

Delivers performance feedback and completes evaluations

Acts as Career Advisor to STS SALT personnel as appropriate

Education

Bachelor’s degree in Accounting or related field required

Master’s degree in Accounting, Taxation or related field preferred

Juris Doctorate preferred

Experience

Ten (10) or more years of prior SALT experience required

Prior experience supervising tax professionals on a project or engagement basis required

Prior experience preparing and / or reviewing tax provisions preferred

Prior experience with corporate taxation, consolidations and partnerships preferred

License / 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

Organizational skills and attention to detail, with ability to meet deadlines

Ability to multi-task and work independently or in a team

Ability to manage a team and delegate tasks

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 delivery of services

Individual salaries offered are determined after consideration of factors including qualifications, experience, skills, and geography.

National Range : $157,500 - $420,000

Maryland Range : $157,500 - $420,000

NYC / Long Island / Westchester Range : $157,500 - $420,000

Washington DC Range : $157,500 - $420,000

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 centers on meaningful connections, curiosity, and being true to yourself while making a positive difference. BDO is proud to be an ESOP company.

BDO employees participate in the ESOP and Total Rewards benefits. We are committed to delivering exceptional experiences to middle market leaders and helping companies take business as usual to better than usual.

Equal Opportunity Employer

Equal Opportunity Employer, including disability / vets. All qualified applicants will receive consideration 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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