BDO USA
SALT Managing Director, Unclaimed Property/Escheat
BDO USA, San Jose, California, United States, 95123
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SALT Managing Director, Unclaimed Property/Escheat
role at
BDO USA .
Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying. 9 hours ago - Be among the first 25 applicants.
Job Description The Tax Managing Director, State and Local Taxation, is responsible for providing written tax advice to clients, evaluating and recommending courses of action to reduce tax burdens and compliance costs, recognizing potential tax risks, and identifying changes in tax policy and regulations. This role involves marketing, networking, business development within their area of expertise, and maintaining key client relationships. The Director is a vital part of the office/region’s Tax Services leadership team and serves as a resource for guidance on complex tax issues.
Responsibilities
Research
Identify when research is necessary and conduct investigations
Analyze research findings and sources
Prepare tax implication studies and outline alternatives
Collaborate with tax professionals to resolve complex matters
Tax Compliance
Ensure client compliance and identify options to minimize tax and reporting burdens
Manage engagement metrics
Drive sales tax compliance services
Tax Consulting
Handle inquiries from federal and state agencies
Draft responses to tax authorities
Monitor project implementation
Provide solutions based on tax knowledge and industry insights
Tax Controversy
Represent clients before tax authorities on contested issues
Respond to agency questions
Tax Specialization
Act as SALT industry expert
Identify cross-selling opportunities
Manage SALT services for clients
Develop tools to improve SALT practice efficiency
Financial and Strategic Development
Develop innovative ideas to benefit clients and the firm
Participate in industry groups
Lead marketing and SALT initiatives
Supervisory Responsibilities
Supervise and review work of SALT team members
Ensure training on tax software
Evaluate performance and develop goals
Provide feedback and career guidance
Qualifications & Experience
Bachelor’s degree in Accounting or related field required
Master’s degree and JD preferred
Minimum 10 years SALT experience
Experience supervising tax professionals
CPA or relevant certification preferred
Skills & Abilities
Excellent communication and analytical skills
Strong organizational and multi-tasking abilities
Leadership and team management skills
Proficiency in Microsoft Office and tax software
Additional Information Salary ranges are based on experience and location, with a national range of $157,500 - $420,000.
About BDO Join BDO, where your work is impactful and valued. We offer flexibility, growth opportunities, and a culture centered on meaningful connections, curiosity, and authenticity. We are committed to diversity, inclusion, and delivering exceptional client service. BDO is an ESOP company, sharing in our success with our employees.
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SALT Managing Director, Unclaimed Property/Escheat
role at
BDO USA .
Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying. 9 hours ago - Be among the first 25 applicants.
Job Description The Tax Managing Director, State and Local Taxation, is responsible for providing written tax advice to clients, evaluating and recommending courses of action to reduce tax burdens and compliance costs, recognizing potential tax risks, and identifying changes in tax policy and regulations. This role involves marketing, networking, business development within their area of expertise, and maintaining key client relationships. The Director is a vital part of the office/region’s Tax Services leadership team and serves as a resource for guidance on complex tax issues.
Responsibilities
Research
Identify when research is necessary and conduct investigations
Analyze research findings and sources
Prepare tax implication studies and outline alternatives
Collaborate with tax professionals to resolve complex matters
Tax Compliance
Ensure client compliance and identify options to minimize tax and reporting burdens
Manage engagement metrics
Drive sales tax compliance services
Tax Consulting
Handle inquiries from federal and state agencies
Draft responses to tax authorities
Monitor project implementation
Provide solutions based on tax knowledge and industry insights
Tax Controversy
Represent clients before tax authorities on contested issues
Respond to agency questions
Tax Specialization
Act as SALT industry expert
Identify cross-selling opportunities
Manage SALT services for clients
Develop tools to improve SALT practice efficiency
Financial and Strategic Development
Develop innovative ideas to benefit clients and the firm
Participate in industry groups
Lead marketing and SALT initiatives
Supervisory Responsibilities
Supervise and review work of SALT team members
Ensure training on tax software
Evaluate performance and develop goals
Provide feedback and career guidance
Qualifications & Experience
Bachelor’s degree in Accounting or related field required
Master’s degree and JD preferred
Minimum 10 years SALT experience
Experience supervising tax professionals
CPA or relevant certification preferred
Skills & Abilities
Excellent communication and analytical skills
Strong organizational and multi-tasking abilities
Leadership and team management skills
Proficiency in Microsoft Office and tax software
Additional Information Salary ranges are based on experience and location, with a national range of $157,500 - $420,000.
About BDO Join BDO, where your work is impactful and valued. We offer flexibility, growth opportunities, and a culture centered on meaningful connections, curiosity, and authenticity. We are committed to diversity, inclusion, and delivering exceptional client service. BDO is an ESOP company, sharing in our success with our employees.
#J-18808-Ljbffr