BDO USA
Mergers & Acquisitions Tax Managing Director, State and Local Tax
BDO USA, Stamford, Connecticut, United States, 06925
Overview
Mergers & Acquisitions Tax Managing Director, State and Local Tax at BDO USA. Join to apply for the Mergers & Acquisitions 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 recommending 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 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 business/industry knowledge
Tax Controversy
Represents clients before tax authorities on contested issues
Responds to 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 for assigned clients
Develops tools/improvements to enhance SALT practice efficiency
Accounting for Income Taxes – SFAS109
Prepares tax accrual workpapers
ASC740-10
Understands and applies industry standards, firm policies and BDO Tax Quality Manual related to FAS 109 and FIN48
Recognizes, measures and documents financial benefits to clients
Strategy Development
Develops new or improved ideas to advance clients, the firm, or firm personnel through tax reduction or cost savings
Participates in relevant industry groups
Leads marketing campaigns and external SALT initiatives
Other duties as required
Supervisory Responsibilities
Supervises day-to-day work of STS SALT Senior Managers, Managers and Staff on assigned engagements, and reviews work product
Ensures team is trained on relevant tax software
Evaluates performance and assists in development of goals and objectives
Delivers performance feedback and completes evaluations
Acts as Career Advisor to STS SALT personnel as appropriate
Education
Bachelor’s degree in Accounting or related field required
Master’s degree in Accounting, Taxation or related 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 preferred
Prior experience with corporate taxation, consolidations and partnerships preferred
License/Certifications
CPA certification or other relevant certification preferred
Software
Proficient in Microsoft Office Suite (Excel and Word) preferred
Exposure to standard tax applications and research tools preferred
Other Knowledge, Skills & Abilities
Excellent verbal and written communication skills
Strong analytical and research skills
Organizational skills and attention to detail, with ability to meet deadlines
Ability to multi-task and work independently or in a team
Ability to manage a team and delegate tasks
Ability to build and maintain relationships with internal and client personnel
Executive presence and ability to be primary contact on engagements
Ability to interact with professionals at all levels
Advanced knowledge of tax standards and their application for delivery of services
Individual salaries offered are determined after consideration of factors including 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 centers on meaningful connections, curiosity, and being true to yourself while making a positive difference. BDO is proud to be an ESOP company.
BDO employees participate in the ESOP and Total Rewards benefits. We are committed to delivering exceptional experiences to middle market leaders and helping companies take business as usual to better than usual.
Equal Opportunity Employer Equal Opportunity Employer, including disability/vets. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, disability or protected veteran status.
BDO USA, P.A. is an EO employer M/F/Veteran/Disability
#J-18808-Ljbffr
Mergers & Acquisitions Tax Managing Director, State and Local Tax at BDO USA. Join to apply for the Mergers & Acquisitions 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 recommending 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 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 business/industry knowledge
Tax Controversy
Represents clients before tax authorities on contested issues
Responds to 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 for assigned clients
Develops tools/improvements to enhance SALT practice efficiency
Accounting for Income Taxes – SFAS109
Prepares tax accrual workpapers
ASC740-10
Understands and applies industry standards, firm policies and BDO Tax Quality Manual related to FAS 109 and FIN48
Recognizes, measures and documents financial benefits to clients
Strategy Development
Develops new or improved ideas to advance clients, the firm, or firm personnel through tax reduction or cost savings
Participates in relevant industry groups
Leads marketing campaigns and external SALT initiatives
Other duties as required
Supervisory Responsibilities
Supervises day-to-day work of STS SALT Senior Managers, Managers and Staff on assigned engagements, and reviews work product
Ensures team is trained on relevant tax software
Evaluates performance and assists in development of goals and objectives
Delivers performance feedback and completes evaluations
Acts as Career Advisor to STS SALT personnel as appropriate
Education
Bachelor’s degree in Accounting or related field required
Master’s degree in Accounting, Taxation or related 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 preferred
Prior experience with corporate taxation, consolidations and partnerships preferred
License/Certifications
CPA certification or other relevant certification preferred
Software
Proficient in Microsoft Office Suite (Excel and Word) preferred
Exposure to standard tax applications and research tools preferred
Other Knowledge, Skills & Abilities
Excellent verbal and written communication skills
Strong analytical and research skills
Organizational skills and attention to detail, with ability to meet deadlines
Ability to multi-task and work independently or in a team
Ability to manage a team and delegate tasks
Ability to build and maintain relationships with internal and client personnel
Executive presence and ability to be primary contact on engagements
Ability to interact with professionals at all levels
Advanced knowledge of tax standards and their application for delivery of services
Individual salaries offered are determined after consideration of factors including 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 centers on meaningful connections, curiosity, and being true to yourself while making a positive difference. BDO is proud to be an ESOP company.
BDO employees participate in the ESOP and Total Rewards benefits. We are committed to delivering exceptional experiences to middle market leaders and helping companies take business as usual to better than usual.
Equal Opportunity Employer Equal Opportunity Employer, including disability/vets. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, disability or protected veteran status.
BDO USA, P.A. is an EO employer M/F/Veteran/Disability
#J-18808-Ljbffr