Mergers & Acquisitions Tax Managing Director, State and Local Tax

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

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