BDO Capital Advisors, LLC
Tax Senior Manager, State and Local Tax - Credits & Incentives
BDO Capital Advisors, LLC, Minneapolis, Minnesota, United States, 55443
Tax Senior Manager, State and Local Tax - Credits & Incentives
Minneapolis, MN, United States
Overview Job Description
Job Summary :
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.
Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying. Responsibilities
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.
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 provides 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.
Engagement Management: 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 software in the completion of assigned tasks; 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; reviews studies of opportunities to identify alternative courses of action to benefit clients; develops new or improved ideas to maximize credits & incentives awards; assists with researching strategies; suggests marketing approaches for new client acquisition; performs other duties as required.
Supervisory Responsibilities: Supervises the day-to-day workload of STS SALT Senior Associates and Associates on assigned engagements; ensures training on tax software; evaluates performance and assists in developing goals; delivers performance feedback and evaluations; acts as Career Advisor where 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
Strong organizational skills and ability to meet project deadlines with attention to detail
Ability to multi-task and work independently or within a team; handle multiple projects in a deadline-driven environment
Experience managing a team of tax professionals and delegating work; build and maintain relationships with internal and client personnel
Executive presence; act as primary contact on assigned engagements; ability to interact with professionals at all levels
Advanced knowledge of tax standards for credits & incentives services and sources of information used in filings
Salary and ranges:
Individual salaries offered to candidates are determined after consideration of 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
About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
Focus on resilience and sustainability to positively impact our people, clients, and communities
Benefits may be subject to eligibility requirements.
Locations: 800 Nicollet Mall, Minneapolis, MN, 55402, US
J-18808-Ljbffr
#J-18808-Ljbffr
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.
Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying. Responsibilities
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.
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 provides 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.
Engagement Management: 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 software in the completion of assigned tasks; 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; reviews studies of opportunities to identify alternative courses of action to benefit clients; develops new or improved ideas to maximize credits & incentives awards; assists with researching strategies; suggests marketing approaches for new client acquisition; performs other duties as required.
Supervisory Responsibilities: Supervises the day-to-day workload of STS SALT Senior Associates and Associates on assigned engagements; ensures training on tax software; evaluates performance and assists in developing goals; delivers performance feedback and evaluations; acts as Career Advisor where 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
Strong organizational skills and ability to meet project deadlines with attention to detail
Ability to multi-task and work independently or within a team; handle multiple projects in a deadline-driven environment
Experience managing a team of tax professionals and delegating work; build and maintain relationships with internal and client personnel
Executive presence; act as primary contact on assigned engagements; ability to interact with professionals at all levels
Advanced knowledge of tax standards for credits & incentives services and sources of information used in filings
Salary and ranges:
Individual salaries offered to candidates are determined after consideration of 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
About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
Focus on resilience and sustainability to positively impact our people, clients, and communities
Benefits may be subject to eligibility requirements.
Locations: 800 Nicollet Mall, Minneapolis, MN, 55402, US
J-18808-Ljbffr
#J-18808-Ljbffr