BDO USA
Unclaimed Property Tax Managing Director, State and Local Tax
BDO USA, Fort Lauderdale, Florida, us, 33336
Unclaimed Property Tax Managing Director, State and Local Tax
Join to apply for the
Unclaimed Property Tax Managing Director, State and Local Tax
role at
BDO USA JOB DESCRIPTION The Tax Managing Director, State and Local Taxation is responsible for providing written tax advice to clients, evaluating and alternate courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks and identifying potential changes in tax policy and regulations. In this role, the Tax Managing Director, State and Local Taxation will be charged with marketing, networking and business development within their area of experience and specialization and maintaining key client relationships. Additionally, the Tax Managing Director, State and Local Taxation is a critical part of the office’s / region’s Tax Services leadership team, and will act as a source for guidance on complex tax questions and issues.
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
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 is 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 with the ability to meet project deadlines and attention to detail
Ability to multi-task while working independently or within a group
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
Capacity to build and maintain strong relationships with internal and client personnel
Ability to encourage a team environment on engagements and contribute to professional development
Executive presence and ability to act as primary contact on assigned engagements
Ability to interact with professionals at all levels
Advanced knowledge of tax standards to ensure effective delivery of tax services
Advanced knowledge of sources of relevant information utilized in tax filings
Advanced knowledge and understanding of tax implications for clients
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: $157,500 - $420,000
Maryland Range: $157,500 - $420,000
NYC/Long Island/Westchester Range: $157,500 - $420,000
Washington DC Range: $157,500 - $420,000
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. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On
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
BDO Total Rewards that encompass so much more than traditional “benefits.”
Equal Opportunity Employer, including disability/vets
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
Seniority level Director
Employment type Full-time
Job function Finance and Accounting/Auditing Industries: Accounting
#J-18808-Ljbffr
Join to apply for the
Unclaimed Property Tax Managing Director, State and Local Tax
role at
BDO USA JOB DESCRIPTION The Tax Managing Director, State and Local Taxation is responsible for providing written tax advice to clients, evaluating and alternate courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks and identifying potential changes in tax policy and regulations. In this role, the Tax Managing Director, State and Local Taxation will be charged with marketing, networking and business development within their area of experience and specialization and maintaining key client relationships. Additionally, the Tax Managing Director, State and Local Taxation is a critical part of the office’s / region’s Tax Services leadership team, and will act as a source for guidance on complex tax questions and issues.
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
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 is 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 with the ability to meet project deadlines and attention to detail
Ability to multi-task while working independently or within a group
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
Capacity to build and maintain strong relationships with internal and client personnel
Ability to encourage a team environment on engagements and contribute to professional development
Executive presence and ability to act as primary contact on assigned engagements
Ability to interact with professionals at all levels
Advanced knowledge of tax standards to ensure effective delivery of tax services
Advanced knowledge of sources of relevant information utilized in tax filings
Advanced knowledge and understanding of tax implications for clients
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: $157,500 - $420,000
Maryland Range: $157,500 - $420,000
NYC/Long Island/Westchester Range: $157,500 - $420,000
Washington DC Range: $157,500 - $420,000
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. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On
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
BDO Total Rewards that encompass so much more than traditional “benefits.”
Equal Opportunity Employer, including disability/vets
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
Seniority level Director
Employment type Full-time
Job function Finance and Accounting/Auditing Industries: Accounting
#J-18808-Ljbffr