BDO USA
Tax Manager, State and Local Tax - Unclaimed Property
Job Description: The Tax Manager, State and Local Tax - Unclaimed Property, is responsible for advising clients of the tax implications and other accounting related matters that affect their business objectives, with an emphasis on unclaimed property compliance and consulting. This role enables a professional to use tax and/or accounting skills (e.g., project management, reconciliation, financial auditing, internal controls, process/system enhancement) in a consultative capacity where sporadic data sets are obtained, analyzed and modeled. The SALT Manager, Unclaimed Property, will recommend alternate courses of action and identify different methods of complying with unclaimed property statutes and regulations. Responsibilities include project management, client and state presentations, coordinating compliance, audit defense and VDAs, and other consulting engagements; managing client expectations and deliverables; marketing, networking and business development; recognizing potential policy changes and applying new policies to compliance and consulting engagements. The SALT Manager will work with Core Tax and Audit Partners, Directors, and Senior Managers to provide SALT expertise to clients.
Job Duties
Research:
Identifies complex situations when research is necessary, outlining the issue(s) and the appropriate sources of research
Analyzes researched facts and sources before composing a detailed report
Develops relationships with in-state and out-of-state Department of Tax/Department of Revenue personnel and other agencies
Routinely keeps abreast of latest unclaimed property statutory, regulatory and case law changes
Unclaimed Property Compliance:
Obtains and manipulates client data for annual escheat returns
Uses FSI Track, BDO Global Portal and other systems for data gathering
Imports data and prepares returns
Identifies appropriate exemptions/deferrals
Performs reconciliations between data gathered and data reported
Composes responses to notices from state authorities
Assists with due diligence letter processing and client payment processing
Provides assistance with exam support
Communicates routinely with clients and UP team members
Unclaimed Property Consulting:
Drafts memoranda, opinions and other documentation on escheat issues
Determines escheat planning processes
Develops policy and procedures and addresses internal controls
Represents clients on unclaimed property audits and voluntary disclosures
Assists with identification of gift card planning opportunities
Conducts client interviews and onsite visits
Reviews general ledger detail and other source data for escheat items
Prepares and reviews scheduling decks for analysis
Assists with remediation procedures and exposure quantification
Applies state tax consulting sub-specialties and collaborates with STS professionals
Supports engagement letters and engagement management
Contributes to consultative selling strategies
Supports business development goals and marketing efforts
Unclaimed Property Controversy:
Represents clients before tax authorities on contested issues
Unclaimed Property Related Software:
Uses FSI Track, tax research databases and other software; maintains knowledge of GL systems (e.g., SAP, Oracle, JD Edwards)
Participates in technology enhancements for the unclaimed property group
Other duties as required
Supervisory Responsibilities
Supervises day-to-day workload of SALT Senior Associates and Associates on engagements
Ensures training on software for SALT staff
Evaluates performance and aids in professional development
Delivers performance feedback and evaluations
Acts as Career Advisor to SALT staff where appropriate
Education
Bachelor’s degree required; focus in Accounting preferred
Experience
Five (5) or more years in tax, financial statement auditing, internal auditing or forensic accounting in public accounting or a corporate environment
Prior supervisory experience required
License/Certifications
CPA, Attorney (admitted to practice in a U.S. jurisdiction), or Enrolled Agent (or equivalent)
Software
Proficient in Microsoft Office (Excel and Word) required; experience with Power BI, Alteryx preferred
Language
N/A
Other Knowledge, Skills & Abilities
Excellent verbal and written communication
Strong analytical and research skills
Solid organizational skills and ability to meet deadlines
Ability to multi-task, work independently or in a team
Experience managing a team and delegating work
Ability to build and maintain relationships with internal and client personnel
Executive presence and primary contact on engagements
Ability to interact with professionals at all levels
Advanced knowledge of tax standards and research sources
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.
About Us Join us at BDO, where you will find more than a career. We offer flexibility and opportunities for advancement. Our culture centers on meaningful connections, curiosity, and authenticity while making a positive difference. BDO is proud to be an ESOP company, sharing in our growth with employees.
#J-18808-Ljbffr
Job Duties
Research:
Identifies complex situations when research is necessary, outlining the issue(s) and the appropriate sources of research
Analyzes researched facts and sources before composing a detailed report
Develops relationships with in-state and out-of-state Department of Tax/Department of Revenue personnel and other agencies
Routinely keeps abreast of latest unclaimed property statutory, regulatory and case law changes
Unclaimed Property Compliance:
Obtains and manipulates client data for annual escheat returns
Uses FSI Track, BDO Global Portal and other systems for data gathering
Imports data and prepares returns
Identifies appropriate exemptions/deferrals
Performs reconciliations between data gathered and data reported
Composes responses to notices from state authorities
Assists with due diligence letter processing and client payment processing
Provides assistance with exam support
Communicates routinely with clients and UP team members
Unclaimed Property Consulting:
Drafts memoranda, opinions and other documentation on escheat issues
Determines escheat planning processes
Develops policy and procedures and addresses internal controls
Represents clients on unclaimed property audits and voluntary disclosures
Assists with identification of gift card planning opportunities
Conducts client interviews and onsite visits
Reviews general ledger detail and other source data for escheat items
Prepares and reviews scheduling decks for analysis
Assists with remediation procedures and exposure quantification
Applies state tax consulting sub-specialties and collaborates with STS professionals
Supports engagement letters and engagement management
Contributes to consultative selling strategies
Supports business development goals and marketing efforts
Unclaimed Property Controversy:
Represents clients before tax authorities on contested issues
Unclaimed Property Related Software:
Uses FSI Track, tax research databases and other software; maintains knowledge of GL systems (e.g., SAP, Oracle, JD Edwards)
Participates in technology enhancements for the unclaimed property group
Other duties as required
Supervisory Responsibilities
Supervises day-to-day workload of SALT Senior Associates and Associates on engagements
Ensures training on software for SALT staff
Evaluates performance and aids in professional development
Delivers performance feedback and evaluations
Acts as Career Advisor to SALT staff where appropriate
Education
Bachelor’s degree required; focus in Accounting preferred
Experience
Five (5) or more years in tax, financial statement auditing, internal auditing or forensic accounting in public accounting or a corporate environment
Prior supervisory experience required
License/Certifications
CPA, Attorney (admitted to practice in a U.S. jurisdiction), or Enrolled Agent (or equivalent)
Software
Proficient in Microsoft Office (Excel and Word) required; experience with Power BI, Alteryx preferred
Language
N/A
Other Knowledge, Skills & Abilities
Excellent verbal and written communication
Strong analytical and research skills
Solid organizational skills and ability to meet deadlines
Ability to multi-task, work independently or in a team
Experience managing a team and delegating work
Ability to build and maintain relationships with internal and client personnel
Executive presence and primary contact on engagements
Ability to interact with professionals at all levels
Advanced knowledge of tax standards and research sources
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.
About Us Join us at BDO, where you will find more than a career. We offer flexibility and opportunities for advancement. Our culture centers on meaningful connections, curiosity, and authenticity while making a positive difference. BDO is proud to be an ESOP company, sharing in our growth with employees.
#J-18808-Ljbffr