Tax Experienced Senior, State and Local Tax - Property Tax

Full-time

No

Travel Required Yes

Tax Experienced Senior, State and Local Tax - Property Tax

Job Summary:

The Tax Experienced Senior, State and Local Tax - Property Tax role at BDO is a highly specialized position that requires a deep understanding of tax laws and regulations related to property tax. This role will involve advising clients on the implications of property tax on their business objectives, recommending alternative courses of action, and identifying ways to comply with tax regulations. The Property Tax Senior Associate will also be responsible for staying up-to-date on changes in tax policy and applying new policies to tax compliance. This role will also involve serving as the primary ,000
NYC/Long Island/Westchester Range: $71,000 - $140,000

Job Duties:

Conducting research on tax laws and regulations related to property tax
Applying industry knowledge and experience to advise clients on property tax implications of their business objectives
Recommending alternative courses of action to minimize tax burden and compliance costs for clients
Staying up-to-date on changes in tax policy and applying new policies to tax compliance
Serving as the primary contact for clients, including preparing and presenting presentations
Managing the compliance processes for multiple client assignments
Reviewing tax returns, identifying basic, complex, and advanced issues, and communicating with clients to gather information
Developing, recommending, and implementing methods to maximize client benefits and decrease taxes
Involving other state tax specialists when appropriate and organizing and conducting internal CPE training sessions
Introducing and developing new or improved ideas to reduce taxes or expenses for clients
Building and maintaining strong relationships with internal and client personnel

Qualifications:

Bachelor’s degree in Accounting, Finance, Economics, Math, or related field required
Master’s degree in Accounting, Taxation, Economics, Math, or related field preferred
Three or more years of experience in property, state and local, or multi-state tax required
Prior experience with real property appeals preferred
CMI, ASA, CPA certification or other relevant certification preferred

Skills and Abilities:

Excellent verbal and written communication skills
Strong analytical and research skills
Solid organizational skills
Ability to meet project deadlines with attention to detail
Ability to successfully multi-task and work independently or in a team environment
Capable of building and maintaining strong relationships with internal and client personnel
Advanced knowledge of tax return forms
Excellent people development and delegation skills
Ability to encourage a team environment on engagements
Executive presence and ability to act as primary contact on assigned engagements
Basic understanding of tax compliance and the ability to represent clients before tax authorities
Working knowledge of appropriate application of tax standards and sources of relevant information utilized in tax filings
Knowledge of valuation and appraisal standards utilized in assessments
Knowledge of business personal property and real property assessments across the United States

About BDO:

BDO is a leading accounting and advisory organization with a focus on delivering exceptional experiences to middle market leaders. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to ourselves while making a positive difference in the world. We offer flexibility, opportunities for advancement, and a commitment to diversity and inclusion. BDO is 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 the . and over 160 countries worldwide.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP), offering participants a stake in the firm’s success and a unique opportunity to enhance their financial well-being. We are 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. Our talented team brings varying skills, knowledge, and experience to proactively help our clients navigate complex challenges and opportunities. We are focused on resilience and sustainability to positively impact our people, clients, and communities.

Join us at BDO, where you will find more than a career – you will find a place where your work is impactful, and you are valued for your individuality. Click here to find out more!

this role also serves as the primary contact for clients, as needed, including but not limited to preparing and presenting presentations to clients and potential clients. job duties:

research:

identifies when research is needed; frames issues to be researched; identifies sources of all information including information tending to contradict preferred positions, analyzes facts and authorities and reports the analysis
demonstrates an in-depth level of understanding of various tax authorities
applies firm and professional standards for preparation of property tax returns
develops and maintains relationships with state and local assessment personnel

tax compliance:

ensures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens
tracks availability and filing requirements regarding client-related information
applies tax compliance knowledge with a high degree of accuracy and efficiency
utilizes knowledge of preparation and issues to price services and sell related services
ensures tax engagement letters are adopted prior to engagement work commencing, and manages engagements
conducts detailed reviews of tax returns, and identifies basic, complex and advanced issues throughout the engagement
communicates with clients to gather information, when applicable

tax consulting:

develops, recommends and implements methods to maximize client benefits, especially by decreasing clients’ current and future taxes
considers the applicability of all state tax consulting sub-specialties for each client, conferring with other sts consultants, when appropriate
interprets existing and new law and client facts to maximize benefits
involves other state tax sub-specialty subject matter experts, when appropriate
applies workplans for tax consulting projects performed for clients
develops consultative selling skills
assists in managing client expectations
informs core tax services leadership of state tax opportunities for clients

tax controversy:

reviews assessment notices
monitors client expectations regarding issues of controversy
prepares valuation analysis for potential appeals
provides negotiation and appeal representation for clients with assessors
handles routine questions from local or state agencies with assistance


tax related software:

utilizes ptms, one source or other property tax management software systems
utilizes tax research databases and other tax-related software in the completion of assigned tasks
trains sts salt property tax staff on all current software tools

tax specialization:

develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation
manages specialization services efficiently
involves and works with firm specialists when client and proposal work relates to areas in which the firm has specialists
organizes and conducts internal cpe training sessions in area of specialization

strategy development:

introduces and develops new or improved ideas to advance the position of clients, the firm or firm personnel by reducing taxes or expenses or providing non-tax benefits
reviews studies of tax implications, and offers client alternative courses of action
assists with research of potential tax strategies as well as implementation
understands documentation associated with tax strategies
identifies and leverages lessons learned on prior projects, and provides improvement suggestions
proposes marketing approaches for new ideas
discusses simple tax strategies with client
builds client relationships, marketing, networking and business development
provides technical client service to multi-state companies with state and local income and franchise tax issues including research, planning and controversy work
assists multi-state companies with state and local tax planning, consulting and negotiation of settlements
makes high-level decisions regarding filing and preparation, and handles questions from local and state agencies
economically and productively manages projects including billing and accounts receivable responsibilities
educates and advises professionals regarding state and local tax law

other duties as required

supervisory responsibilities:

supervises work assignments of sts salt property tax associates and interns, as appropriate
provides periodic performance feedback to and participates in the annual performance evaluation for sts salt property tax associates and interns, as appropriate
acts as a mentor to and assists in the professional development of sts salt property tax associates and interns, as appropriate


qualifications, knowledge, skills and abilities:

education:

bachelor’s degree required, accounting, finance, economics, math or other related field preferred
master’s degree in accounting, taxation, economics, math or other related field preferred
juris doctorate preferred

experience:

three (3) or more years of experience in property, state and local or multi-state tax required
prior experience with real property appeals preferred

license/certifications:

cmi, asa, cpa certification or other relevant certification preferred

software:

proficient in the use of microsoft office suite, specifically excel, word and powerpoint, preferred
ability to use standard tax applications and research tools, preferred

other knowledge, skills & abilities:

excellent verbal and written communication skills
strong analytical and research skills
solid organizational skills
ability to meet project deadlines with a focus on details
ability to successfully multi-task while working independently or within a group environment
capable of building and maintaining strong relationships with internal and client personnel
advanced knowledge of all tax return forms
excellent people development and delegation skills
ability to encourage a team environment on engagements
executive presence and ability to act as primary contact on assigned engagements
basic understanding of tax compliance
ability to successfully interact with professionals at all levels
working knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services
working knowledge of sources of relevant information utilized in tax filings
working knowledge of valuation and appraisal standards utilized in assessments
working knowledge and understanding of cause and effect for taxable conditions on clients and the potential tax issues
possesses excellent decision-making skills
ability to create written tax advice
basic understanding of the ability to represent the client before any tax authority on contested issues
knowledgeable in business personal property and real property assessments across the united states



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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