Tax Manager, State and Local Tax

Min 5 yrs required

Full-time

No

# Tax Manager, State and Local Tax

## Job Summary

A STS SALT Manager is responsible for providing tax advice to clients, recommending alternate courses of action, and identifying methods of complying with tax regulations. The STS SALT Manager will market, network and develop business within their area of expertise and specialization, and recognize potential changes in tax policy and apply new policies to tax compliance. They will work with Core Tax Partners, Directors, and Senior Managers to provide SALT expertise to their clients.

## Job Duties

* Research:
* Identify complex situations when research is necessary, provide an outline of the issue(s) and the appropriate source of research to be conducted
* Analyze researched facts and sources prior to composing a detailed report of the research findings
* Develop relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel
* Tax Compliance:
* Conduct detailed reviews of tax returns and identify most significant state tax issues
* Compose responses to notices from state taxing authorities
* Provide assistance with exam support
* Tax Consulting:
* Draft tax memorandums, tax opinions and other documentation on various tax issues
* Apply all applicable state tax consulting sub-specialties and confer with other STS professionals when appropriate
* Determine tax planning process
* Ensure tax engagement letters are adopted prior to engagement work commencing and manage engagements
* Assist in the development of consultative selling strategies
* Manage the expectations of assigned clients
* Tax Controversy:
* Represent clients before any tax authority on contested issues
* Tax Related Software:
* Utilize GoSystems, tax research databases and other tax-related software in the completion of assigned tasks
* Tax Specialization:
* Provide technical client service to multi-state companies with state and local tax issues
* Conduct negotiation of settlements, voluntary disclosure agreements and state tax audit representation
* Draft technical memoranda regarding state and local tax issues
* Accounting for Income Taxes – SFAS109:
* Prepare tax accrual workpapers
* ASC740-10:
* Understand and apply industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48, as well as FAS5 for sales tax and unclaimed properties
* Strategy Development:
* Review studies of tax implications to identify alternative courses of actions to benefits clients
* Develop new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefits
* Assist with researching potential tax strategies
* Suggest marketing approaches for new client acquisition

## Supervisory Responsibilities

* Supervise the day-to-day workload of STS SALT Senior Associates and Associates on assigned engagements and reviews work product
* Ensure STS SALT Senior Associates, Associates and Interns are trained on all relevant tax software
* Evaluate the performance of STS SALT Senior Associates and Associates and assist in the development of goals and objectives to enhance professional development
* Deliver periodic performance feedback and complete performance evaluations for STS SALT Senior Associates, Associates and Interns
* Act as Career Advisor to STS SALT Senior Associates and Associates, as appropriate

## Qualifications, Knowledge, Skills and Abilities

* Education:
* Bachelors degree in Accounting or other relevant field required
* Masters degree in Accounting/Taxation or . preferred
* Experience:
* More than five (5) years of prior experience in state and local/multistate 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 the use of Microsoft Office Suite, specifically Excel and Word
* Exposure to and familiarity with standard tax applications and research tools preferred
* Language: N/A
* Other Knowledge, Skills & Abilities:
* Excellent verbal and written communication skills
* Superior analytical and research skills
* Solid organizational skills especially ability to meet project deadlines with a focus on details
* Ability to successfully multi-task while working independently or within a group environment
* Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
* Capable of effective managing a team of tax professionals and delegating work assignments as needed
* Capacity to build and maintain strong relationships with internal and client personnel
* Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
* Executive presence and ability to act as primary contact on assigned engagements
* Ability to successfully interact with professionals at all levels
* Advanced knowledge of appropriate application of tax standards to

job duties:

research:

identifies complex 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 of the research findings
develops relationships with in-state and out of state department of tax (dot)/department of revenue (dor) personnel

tax compliance:

conducts detailed reviews of tax returns with the ability to identify most significant state tax issues
composes responses to notices from state taxing authorities
provides assistance with exam support

tax consulting:

drafts tax memorandums, tax opinions and other documentation on various tax issues
applies all applicable state tax consulting sub-specialties and confers with other sts professionals when appropriate
determines tax planning process
ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements
assists in the development of consultative selling strategies
manages the expectations of assigned clients

tax controversy:

represents clients before any tax authority on contested issues

tax related software:

utilizes gosystems, tax research databases and other tax-related software in the completion of assigned tasks

tax specialization:

provides technical client service to multi-state companies with state and local tax issues
conducts negotiation of settlements, voluntary disclosure agreements and state tax audit representation
drafts technical memoranda regarding state and local tax issues

accounting for income taxes – sfas109:

prepares tax accrual workpapers

asc740-10:

understands and applies industry standards, along with firm policies and bdo tax quality manual requirements as they relate to fas 109 and fin48, as well as fas5 for sales tax and unclaimed properties

strategy development:

reviews studies of tax implications to identify alternative courses of actions to benefits clients
develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefits
assist with researching potential tax strategies
suggests marketing approaches for new client acquisition

other duties as required

supervisory responsibilities:

supervises the day-to-day workload of sts salt senior associates and associates on assigned engagements and reviews work product
ensures sts salt senior associates, associates and interns are trained on all relevant tax software
evaluates the performance of sts salt senior associates and associates and assists in the development of goals and objectives to enhance professional development
delivers periodic performance feedback and completes performance evaluations for sts salt senior associates, associates and interns
acts as career advisor to sts salt senior associates and associates, as appropriate


qualifications, knowledge, skills and abilities:

education:

bachelors degree in accounting or other relevant field required
masters degree in accounting/taxation or j. preferred

experience:

more than five (5) years of prior experience in state and local/multistate 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 the use of microsoft office suite, specifically excel and word
exposure to and familiarity with standard tax applications and research tools preferred

language:

n/a

other knowledge, skills & abilities:

excellent verbal and written communication skills
superior analytical and research skills
solid organizational skills especially ability to meet project deadlines with a focus on details
ability to successfully multi-task while working independently or within a group environment
proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
capable of effective managing a team of tax professionals and delegating work assignments as needed
capacity to build and maintain strong relationships with internal and client personnel
ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
executive presence and ability to act as primary contact on assigned engagements
ability to successfully interact with professionals at all levels
advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services
advanced knowledge of sources of relevant information utilized in tax filings
advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential tax issues





individual 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

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