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Mergers & Acquisitions Tax Managing Director, State and Local Tax
Mergers & Acquisitions Tax Managing Director, State and Local TaxBDO USA • Boston, MA, United States
Mergers & Acquisitions Tax Managing Director, State and Local Tax

Mergers & Acquisitions Tax Managing Director, State and Local Tax

BDO USA • Boston, MA, United States
30+ days ago
Job type
  • Full-time
Job description

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 burdens
  • Manages engagements to meet engagement metrics
  • Collaborates with Business Development and other strategic parties to drive sales tax compliance 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 solutions by combining tax knowledge with business / industry understanding
  • 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 and improvements to enhance SALT practice efficiency
  • Accounting for Income Taxes – SFAS 109

  • Prepares tax accrual workpapers
  • ASC 740-10

  • Applies industry standards and firm policies related to FAS 109 and FIN 48
  • Recognizes, measures and documents financial benefits to clients
  • Strategy Development

  • Develops ideas to advance client, firm or personnel positions by reducing taxes or expenses or offering non-tax benefits
  • 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 staff are trained on relevant tax software
  • Evaluates performance and assists in developing goals for professional growth
  • Delivers periodic performance feedback and completes evaluations
  • Acts as Career Advisor to STS SALT personnel 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
  • Experience

  • Ten (10) or more years of SALT experience required
  • Prior experience supervising tax professionals on engagements required
  • Prior experience preparing and / or reviewing tax provisions preferred
  • Prior experience with corporate taxation, consolidations and partnerships preferred
  • Licenses / Certifications

  • CPA 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 abilities
  • Strong organizational skills with attention to deadlines
  • Ability to multi-task and work independently or in a team
  • Ability to manage a team of tax professionals and delegate work as needed
  • 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 for effective service delivery
  • Salary 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

  • Director
  • Employment type

  • Full-time
  • Job function

  • Finance and Accounting / Auditing
  • Industries : Accounting
  • Referrals increase your chances of interviewing at BDO USA. Get notified about new Mergers and Acquisitions Director jobs in Boston, MA.

    Note : Some location listings and job postings in this description may be outdated or illustrative.

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    Managing Director • Boston, MA, United States

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