Overview
Mergers & Acquisitions Tax Managing Director, State and Local Tax
BDO USA is seeking a Mergers & Acquisitions Tax Managing Director, State and Local Tax to provide written tax advice to clients, evaluate and identify action plans to lessen tax burden and cost of compliance, recognize potential tax risks, and identify changes in tax policy and regulations. This role includes marketing, networking and business development within the candidate’s area of expertise and maintaining key client relationships. It is a leadership role within the office’s / region’s Tax Services leadership team, serving as a source for guidance on complex tax questions and issues.
Job Description
The Tax Managing Director, State and Local Taxation is responsible for providing written tax advice to clients, evaluating 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 their area of experience and specialization and maintaining key client relationships.
Job Duties
Research
- Identifies when research is necessary 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 clients comply with applicable authorities while identifying options to minimize tax and reporting burdensManages engagements to meet engagement metricsCollaborates with Business Development and other strategic parties to drive sales tax compliance offeringsTax Consulting
Handles inquiries from federal and state agencies regarding tax issuesDrafts responses to examiner questions and challengesMonitors implementations of work plans for tax consulting projectsProvides solutions by combining tax knowledge with business / industry understandingTax Controversy
Represents clients before tax authorities on contested issuesResponds to questions from federal or state agenciesTax Specialization
Acts as industry expert in SALTIdentifies cross-selling opportunities with other tax specializationsManages SALT services for assigned clientsDevelops tools and improvements to enhance SALT practice efficiencyAccounting for Income Taxes – SFAS 109
Prepares tax accrual workpapersASC 740-10
Applies industry standards and firm policies related to FAS 109 and FIN 48Recognizes, measures and documents financial benefits to clientsStrategy Development
Develops ideas to advance client, firm or personnel positions by reducing taxes or expenses or offering non-tax benefitsParticipates in relevant industry groupsLeads marketing campaigns and external SALT initiativesOther duties as requiredSupervisory Responsibilities
Supervises the day-to-day workload of STS SALT Senior Managers, Managers and Staff on assigned engagements and reviews work productEnsures staff are trained on relevant tax softwareEvaluates performance and assists in developing goals for professional growthDelivers periodic performance feedback and completes evaluationsActs as Career Advisor to STS SALT personnel as appropriateEducation, Qualifications, Knowledge, Skills and Abilities
Bachelor’s degree in Accounting or related field requiredMaster’s degree in Accounting, Taxation or related field preferredJuris Doctorate preferredExperience
Ten (10) or more years of SALT experience requiredPrior experience supervising tax professionals on engagements requiredPrior experience preparing and / or reviewing tax provisions preferredPrior experience with corporate taxation, consolidations and partnerships preferredLicenses / Certifications
CPA or other relevant certification preferredSoftware
Proficient in Microsoft Office Suite (Excel and Word) preferredExposure to standard tax applications and research tools preferredOther Knowledge, Skills & Abilities
Excellent verbal and written communication skillsStrong analytical and research abilitiesStrong organizational skills with attention to deadlinesAbility to multi-task and work independently or in a teamAbility to manage a team of tax professionals and delegate work as neededAbility to build and maintain relationships with internal and client personnelExecutive presence and ability to be primary contact on engagementsAbility to interact with professionals at all levelsAdvanced knowledge of tax standards for effective service deliverySalary ranges vary by geography. National : $157,500 - $420,000 | Maryland : $157,500 - $420,000 | NYC / Long Island / Westchester : $157,500 - $420,000 | Washington DC : $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 making meaningful connections, curiosity, and authenticity while delivering positive impact.
BDO is proud to be an ESOP company, reflecting a culture that puts people first. We provide assurance, tax and advisory services across the U.S. and in over 160 countries through our global organization.
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.
Seniority level
DirectorEmployment type
Full-timeJob function
Finance and Accounting / AuditingIndustries : AccountingReferrals increase your chances of interviewing at BDO USA. Get notified about new Mergers and Acquisitions Director jobs in Boston, MA.
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