SALT Managing Director, Unclaimed Property

Full-time

No

Travel Requirements 25%
Requisition Number 4980

BDO is seeking a Managing Director, Unclaimed Property to join our State and Local Tax (SALT) practice in Dallas, TX. This position will be responsible for providing strategic leadership and direction to the SALT practice, as well as managing and developing a team of tax professionals. The ideal candidate will have a strong background in SALT, with experience in tax compliance, consulting, controversy, and specialization in unclaimed property.

The Managing Director, Unclaimed Property will have the opportunity to work with a diverse range of clients in various industries and will be responsible for providing written tax advice, conducting research, and developing strategies to minimize tax burden and compliance costs. This role will also involve marketing and business development efforts, as well as maintaining key client relationships.

Responsibilities:

Provide written tax advice to clients, including evaluating and recommending alternative courses of action to minimize tax burden and compliance costs
Conduct research and analyze facts and sources to prepare studies of tax implications and outline alternative courses of action for clients
Collaborate with other tax professionals to resolve complex and contentious tax matters
Ensure clients comply with applicable tax authorities while identifying options for minimizing tax and reporting burdens
Manage engagements and collaborate with business development teams to drive sales tax compliance service offerings
Handle inquiries from federal and state agencies regarding tax issues and questions
Represent clients before tax authorities on contested issues and respond to examiner questions and challenges
Act as an industry expert in SALT, identifying cross-selling opportunities and managing SALT services for assigned clients
Develop tools and improvements to enhance the efficiency of the SALT practice
Prepare tax accrual workpapers and understand and apply industry standards
Develop new ideas to reduce taxes and expenses and offer non-tax benefits to clients
Participate in relevant industry groups and lead marketing campaigns and external SALT initiatives
Supervise and train a team of tax professionals, providing periodic performance feedback and evaluations
Act as a career advisor and mentor to team members

Qualifications:

Bachelor's degree in Accounting or related field required, Master's degree and/or Juris Doctorate preferred
CPA certification or other relevant certification preferred
10+ years of prior SALT experience, including experience supervising tax professionals and preparing/reviewing tax provisions
Strong understanding of corporate taxation, consolidations, and partnerships
Knowledge of ASC740-10 and FAS 109 and FIN48
Proficient in Microsoft Office Suite and familiar with standard tax applications and research tools
Excellent verbal and written communication skills
Strong analytical and research skills
Ability to manage multiple projects and meet deadlines in a fast-paced environment
Executive presence and ability to act as primary ,000
NYC/Long Island/Westchester Range: $150,000 - $400,000

About Our Company:

BDO is a leading accounting and advisory organization with a strong focus on delivering exceptional and sustainable outcomes for our people, clients, and communities. We are proud to be an ESOP company, reflecting our culture of putting people first and sharing financially in our growth with our . team. Our professionals provide assurance, tax, and advisory services for clients in over 160 countries through our global organization.

At BDO, we value diversity and empower our team members to explore their full potential. We celebrate innovation and ingenuity, and we are committed to making a positive impact on our people, clients, and communities. We offer flexibility, opportunities for advancement, and a culture centered around meaningful connections and authenticity.

Join us at BDO and find more than just a job – find a place where you can make a difference and be valued for your individuality. Click here to learn more about our company and our Total Rewards benefits.

job duties:

research
identifies all situations when research is necessary, and conducts appropriate investigation on identified topics
analyzes researched facts and the sources utilized
prepares studies of tax implications and outlines alternative courses of action to clients
partners with other core tax and specialized tax services professionals to resolve complex and contentious matters
tax compliance
ensures clients comply with applicable authorities while identifying options for minimizing the client’s tax and reporting burdens
manages engagements to ensure engagement metrics are achieved
collaborates with business development team and other strategic parties to drive sales tax compliance service offerings
tax consulting
handles all inquiries from federal and state agencies regarding all tax issues and questions
drafts responses to examiner questions and challenges
monitors implementations of work plans for tax consulting projects
provides recommended solutions by combining tax knowledge and knowledge of business / industry
tax controversy
represents clients before any tax authority on contested issues
responds to all 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 provided to assigned clients
develops tools and/or improvements allowing for enhance the efficiency or services of the salt practice
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
recognizes, measures and documents financial benefits to clients
strategy development
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
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 sts salt senior managers, managers and staff are trained on all relevant tax software
evaluates the performance of sts salt senior managers, managers and staff, 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 managers, managers and staff
acts as career advisor to sts salt senior managers, managers and staff, as appropriate

qualifications, knowledge, skills and abilities:

education:

bachelor’s degree in accounting or other relevant field required
master’s degree in accounting, taxation or other relevant field preferred
juris doctorate preferred

experience:

ten (10) or more years of prior salt experience required
prior experience supervising tax professionals on a project or engagement basis required
prior experience preparing and/or reviewing tax provisions high 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 preferred
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 the ability to meet project deadlines with a focus on details
ability to successfully multi-task while working independently or within a group environment
ability to work in a deadline-driven environment and handle multiple projects simultaneously
capable of effectively 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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