SALT Senior Manager, Unclaimed Property

Full-time

No

1445 Ross Avenue, Suite 3700, Dallas, TX, 75202, US 2929 Allen Parkway, Suite 2000, Houston, TX, 77019, US 1000 Louisiana, Suite 2000, Houston, TX, 77002, US 1010 Lamar, Suite 1500, Houston, TX, 77002, US
Employee Type Regular

Summary:

BDO is seeking a highly experienced Tax Senior Manager for their SALT - Unclaimed Property team in Dallas, TX. In this role, the individual will be responsible for advising clients on tax implications and other accounting related matters, with a focus on unclaimed property compliance and consulting. The ideal candidate will have strong tax and/or accounting skills, as well as experience in project management, reconciliation, financial auditing, and internal controls. They will also have the opportunity to work with the Core Tax and Audit Principals, Directors, and Senior Managers to provide SALT expertise to clients. This is a full-time position with a competitive salary range of $95,000 - $250,000, depending on qualifications, experience, skills, and location.

Job Responsibilities:

Conduct research on complex tax situations and provide detailed reports of findings
Obtain and manipulate data from clients for preparation of annual escheat returns
Use FSI Track, BDO Global Portal, and other systems for data gathering and preparation of returns
Identify exemptions and deferrals and perform reconciliations on data
Respond to notices from state authorities and assist with due diligence letter processing and client payment processing
Provide assistance with exam support and communicate regularly with clients and team members
Draft memorandums, opinions, and other documentation on escheat issues and develop escheat planning processes, policies, and procedures
Represent clients on unclaimed property audits and voluntary disclosures, as well as identify gift card planning opportunities and assist with implementation
Conduct client interviews, onsite visits, and reviews of relevant source data for escheat items
Assist with identifying and implementing remediation procedures and develop exposure quantification models
Assist with client refund review process and apply all applicable state tax consulting specialties
Manage client expectations and deliverables, oversee and project manage multiple clients and projects simultaneously
Represent clients before tax authorities on contested issues
Utilize FSI track, tax research databases, and other tax-related software in completing assigned tasks
Train team members on relevant software and evaluate their performance
Act as a Career Advisor to team members
Achieve annual business development goals and secure new business leads
Update CRM entries and actively participate in relevant trade organizations and events
Other duties as required

Qualifications:

Bachelor's degree, preferably in Accounting, required
6+ years of prior experience in tax, financial statement auditing, internal auditing, or forensic accounting, required
Prior supervisory experience, required
CPA certification, Attorney (admitted to practice in a . jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) preferred
Proficiency in Microsoft Office Suite, specifically Excel and Word, required
Experience with Power BI, Alteryx, and other software preferred
Excellent communication skills, analytical and research skills, and organizational skills
Ability to work independently or in a team environment and handle multiple projects simultaneously
Ability to manage a team and delegate work assignments
Executive presence and ability to act as the primary contact on assigned engagements
Advanced knowledge of tax standards and sources of relevant information
Ability to interact with professionals at all levels and build strong relationships
Knowledge of cause/effect for taxable conditions and potential tax issues

Employee Benefits:

BDO offers a comprehensive compensation and Total Rewards benefits package, including an Employee Stock Ownership Plan (ESOP) that allows participants to share in the firm's success through beneficial ownership and the opportunity to enhance their financial well-being over time. Other benefits may include flexible work arrangements, opportunities for advancement, and a culture focused on making meaningful connections, approaching interactions with curiosity, and being true to oneself while making a positive difference in the world.

About BDO:

BDO is a leading accounting and advisory organization with a purpose of helping people thrive every day. The firm is committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives and helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and a focus on resilience and sustainability, BDO prides itself on their talented team who brings varying skills, knowledge, and experience to proactively help clients navigate an array of complex challenges and opportunities. BDO is proud to be an ESOP company, reflecting a culture that puts people first and shares financially in the firm's growth with their . team. Join BDO and become part of a team that values your individuality and encourages you to reach your full potential.

routinely keeps abreast of latest relevant unclaimed property statutory, regulatory and case law changes
unclaimed property compliance
obtains and manipulates data from client to use in preparation of annual escheat returns
uses fsi track, bdo global portal and other systems for data gathering
imports data into fsi track and prepares returns
identifies appropriate b2b and other exemptions/deferrals
performs reconciliations on data gathered to data reported
composes responses to notices from state authorities
assists with due diligence letter processing
assists with client payment processing
provides assistance with exam support
communicates routinely with clients and up team members
unclaimed property consulting
drafts memorandums, opinions and other documentation on various escheat issues
determines escheat planning process
develops policy and procedures, address internal controls
represents clients on unclaimed property audits, mitigating exposures and assisting with best practices
represents clients on voluntary disclosures mitigating exposures and assisting with best practices
assists with identifying gift card planning opportunities and implementation
conducts client interviews, onsite visits, workplans, etc. showing transactions are not owed)
develops exposure quantification models to calculate escheat exposures
assists with client refund review process
applies all applicable state tax consulting sub-specialties and confers with other sts professionals when appropriate
ensures escheat engagement letters are adopted prior to engagement work commencing and manages engagements
assists in the development of consultative selling strategies
responsible for achieving/assisting with securing a $500k - $750k+ annual business development goal
responsible for achieving 5-10 annual new business leads
routinely updates crm entries
actively involved in relevant trade organizations and public speaking, networking events
manages the expectations of assigned clients
oversees and project manages multiple clients and projects simultaneously
unclaimed property controversy
represents clients before any tax authority on contested issues
unclaimed property related software
utilizes fsi track, tax research databases and other tax-related software in the completion of assigned tasks
maintains working knowledge of various gl systems (sap, oracle, jd edwards, as/400, epicor, etc. jurisdiction), or internal revenue service enrolled agent (“ea”) (or the equivalent of one of these designations), preferred

software:

proficient in the use of microsoft office suite, specifically excel and word, required
experience with power bi, alteryx, and other software, 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 issue





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

Legal