BDO USA, LLP
Tax Senior Manager, State and Local Tax - Credits & Incentives
BDO USA, LLP, Minneapolis, Minnesota, United States, 55443
Job Summary:
Scroll down the page to see all associated job requirements, and any responsibilities successful candidates can expect. The Credits & Incentives SALT Senior Manager is responsible for advising clients of the credit & incentive opportunities relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with credits & incentives statutes and regulations. In this role, the Senior Manager will be charged with marketing, networking and business development within their area of experience and specialization and recognizing potential changes in credit & incentives policy. In addition, the Credits & Incentives SALT Senior Manager will work with the Core Tax Partners, and Directors to provide credits & incentives expertise to their clients.
Job Duties:
Research:
Identifies complex credits & incentives 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 or preparing a credits & incentives opportunities matrix of the research findings
Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) and Economic Development personnel
Tax Compliance:
Conducts detailed reviews of income tax returns with the ability to identify most significant statutory credit opportunities
Evaluates client's current compliance processes and provide customized and automated solutions for companies to comply with their annual credits & incentives reporting
Tax Consulting:
Drafts credits & incentives memorandums, and other documentation on various credits & incentives issues
Conducts review of client operations to determine in which jurisdictions credits & incentives opportunities may exist
Applies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriate
Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements
Assists in the development of consultative credits & incentives strategies
Manages the expectations of assigned clients
Tax Controversy:
Drafts responses to notices from state taxing authorities
Represents clients before any tax authority on credits & incentives issues
Provides assistance with exam support
Tax Related Software:
Utilizes credits & incentives research databases and other credits & incentives related software in the completion of assigned tasks
Tax Specialization:
Provides technical client service to multi-state companies on credits & incentives matters
Conducts negotiation on credits & incentives matters
Drafts technical memoranda regarding credits & incentives issues
Strategy Development:
Reviews studies of credits & incentives opportunities to identify alternative courses of actions to benefits clients
Develops new or improved ideas to advance the position of clients in maximizing credits & incentives awards
Assist with researching credits & incentives 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 Managers, 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 another relevant field, required
Masters degree in Accounting/Taxation or J.D., preferred
Experience:
Eight (8) or more years of prior experience in state and local/multistate experience required in the credits & incentives area, required
Prior experience supervising tax professionals on a project or engagement basis, required
Prior experience preparing and/or reviewing tax provisions, preferred
License/Certifications:
CPA certification or other relevant certification, required
Software:
Proficient in the use of Microsoft Office Suite, specifically Excel and Word, required
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 credits & incentives services
Advanced knowledge of sources of relevant information utilized in credits & incentives filings
Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential credits & incentives opportunities
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.
National Range: $99,750 - $262,500 Maryland Range: $99,750 - $262,500 NYC/Long Island/Westchester Range: $99,750 - $262,500 Washington DC Range: $99,750 - $262,500
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Scroll down the page to see all associated job requirements, and any responsibilities successful candidates can expect. The Credits & Incentives SALT Senior Manager is responsible for advising clients of the credit & incentive opportunities relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with credits & incentives statutes and regulations. In this role, the Senior Manager will be charged with marketing, networking and business development within their area of experience and specialization and recognizing potential changes in credit & incentives policy. In addition, the Credits & Incentives SALT Senior Manager will work with the Core Tax Partners, and Directors to provide credits & incentives expertise to their clients.
Job Duties:
Research:
Identifies complex credits & incentives 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 or preparing a credits & incentives opportunities matrix of the research findings
Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) and Economic Development personnel
Tax Compliance:
Conducts detailed reviews of income tax returns with the ability to identify most significant statutory credit opportunities
Evaluates client's current compliance processes and provide customized and automated solutions for companies to comply with their annual credits & incentives reporting
Tax Consulting:
Drafts credits & incentives memorandums, and other documentation on various credits & incentives issues
Conducts review of client operations to determine in which jurisdictions credits & incentives opportunities may exist
Applies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriate
Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements
Assists in the development of consultative credits & incentives strategies
Manages the expectations of assigned clients
Tax Controversy:
Drafts responses to notices from state taxing authorities
Represents clients before any tax authority on credits & incentives issues
Provides assistance with exam support
Tax Related Software:
Utilizes credits & incentives research databases and other credits & incentives related software in the completion of assigned tasks
Tax Specialization:
Provides technical client service to multi-state companies on credits & incentives matters
Conducts negotiation on credits & incentives matters
Drafts technical memoranda regarding credits & incentives issues
Strategy Development:
Reviews studies of credits & incentives opportunities to identify alternative courses of actions to benefits clients
Develops new or improved ideas to advance the position of clients in maximizing credits & incentives awards
Assist with researching credits & incentives 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 Managers, 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 another relevant field, required
Masters degree in Accounting/Taxation or J.D., preferred
Experience:
Eight (8) or more years of prior experience in state and local/multistate experience required in the credits & incentives area, required
Prior experience supervising tax professionals on a project or engagement basis, required
Prior experience preparing and/or reviewing tax provisions, preferred
License/Certifications:
CPA certification or other relevant certification, required
Software:
Proficient in the use of Microsoft Office Suite, specifically Excel and Word, required
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 credits & incentives services
Advanced knowledge of sources of relevant information utilized in credits & incentives filings
Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential credits & incentives opportunities
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.
National Range: $99,750 - $262,500 Maryland Range: $99,750 - $262,500 NYC/Long Island/Westchester Range: $99,750 - $262,500 Washington DC Range: $99,750 - $262,500
#J-18808-Ljbffr