BDO USA
Tax Director, State & Local Tax
- BDO USA
Location: Denver, CO
The State & Local Tax Director role is instrumental in supporting Principals and the broader SALT practice through significant contributions to team development, maintaining key client relationships, and business development. The role will drive practice goals through partnerships with Principals and Managing Directors and demonstrate high standards of project management, technical thought leadership, and client‑centricity.
Responsibilities Research
Identifies situations necessitating additional research and performs review of state statutory, regulatory and judicial guidance on the identified issues.
Analyzes and applies client facts to published state guidance, determines additional outreach needs and develops a strategy for obtaining clarification (e.g., informal consults with state taxing authority, formal letter ruling request).
Prepares formal memoranda and matrices formalizing positions relative to state tax treatment.
Partners with Core Tax and Specialized Tax Services professionals to resolve complex and contentious state and local tax matters.
Tax Compliance
Ensures clients comply with applicable authorities while identifying filing obligations in all areas of SALT and options for minimizing tax and reporting burdens.
Ensures timely and accurate filing of compliance engagements.
Identifies out‑of‑scope compliance areas needing additional workstreams and communicates pricing and necessity to stakeholders.
Tax Consulting
Handles all state and local agency inquiries regarding tax issues and questions.
Drafts responses to revenue agent/auditor questions and challenges.
Monitors implementations of work plans for tax consulting projects.
Provides recommended solutions by combining tax knowledge and business/industry insight.
Tax Controversy
Represents clients before state and local taxing authorities on contested tax issues.
Responds to all questions from state agencies.
Ensures accurate and timely response to tax information requests.
Tax Specialization
Acts as an industry expert to be a SALT subject matter expert in the chosen industry.
Identifies cross‑selling opportunities with other BDO services.
Acts as client relationship professional for SALT services provided to designated clients.
Develops tools or process improvements to enhance efficiency of SALT specific services.
Accounting for Income Taxes – SFAS109
Reviews state tax provision workpapers.
Understands and applies industry standards and firm policies and BDO Tax Quality Manual requirements as they relate to ASC 740 and ASC 450 calculations and accruals.
Recognizes, measures and documents the need for income tax and indirect tax related accruals.
Business Development
Identifies, develops or implements solutions which reduce a client’s state and local tax burden.
Participates in relevant industry groups.
Leads marketing campaigns and external SALT initiatives.
Collaborates with Business Development team and other strategic parties to drive SALT service offerings.
Supervisory Responsibilities
Supervises and reviews day‑to‑day work product and utilization of STS SALT senior managers, managers and staff on engagements.
Manages engagements to ensure engagement metrics are achieved, including timely billing and DSO below 40 days.
Ensures staff are trained on all relevant tax software.
Evaluates performance and assists in development of goals and objectives for professional development.
Delivers timely performance feedback and completes performance evaluations.
Acts as Career Advisor as appropriate.
Qualifications Education
Bachelor’s degree required, focus in Accounting or Taxation (preferred).
Master’s degree in Accounting or Taxation (preferred).
Juris Doctorate (preferred).
Experience
9 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 (highly preferred).
Prior experience with corporate taxation, consolidations and partnerships (preferred).
License/Certifications
CPA or other relevant certification (preferred).
Software
Proficient in Microsoft Office Suite, especially Excel and Word (preferred).
Exposure to and familiarity with standard tax applications and research tools (preferred).
Other Knowledge, Skills & Abilities
Excellent verbal and written communication skills.
Superior analytical and research skills.
Strong organizational skills and focus on details.
Ability to multi‑task independently or within a group environment.
Ability to work in a deadline‑driven environment and handle multiple projects simultaneously.
Capability to manage a team of tax professionals and delegate work assignments.
Capacity to build and maintain relationships with internal and client personnel.
Ability to encourage a team environment and contribute to professional development.
Executive presence and ability to act as primary contact on engagements.
Advanced knowledge of appropriate application of tax standards and sources of relevant information.
About Us BDO is a global organization committed to delivering exceptional outcomes. We offer flexibility, opportunities for advancement, and a culture centered around meaningful connections, curiosity, and authenticity.
We are a proud ESOP company, providing employees ownership in the firm’s success.
Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. BDO USA, P.A. is an EEO employer.
Seniority Level Director
Employment Type Full‑time
Job Function Finance and Accounting / Auditing
Industry Accounting
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- BDO USA
Location: Denver, CO
The State & Local Tax Director role is instrumental in supporting Principals and the broader SALT practice through significant contributions to team development, maintaining key client relationships, and business development. The role will drive practice goals through partnerships with Principals and Managing Directors and demonstrate high standards of project management, technical thought leadership, and client‑centricity.
Responsibilities Research
Identifies situations necessitating additional research and performs review of state statutory, regulatory and judicial guidance on the identified issues.
Analyzes and applies client facts to published state guidance, determines additional outreach needs and develops a strategy for obtaining clarification (e.g., informal consults with state taxing authority, formal letter ruling request).
Prepares formal memoranda and matrices formalizing positions relative to state tax treatment.
Partners with Core Tax and Specialized Tax Services professionals to resolve complex and contentious state and local tax matters.
Tax Compliance
Ensures clients comply with applicable authorities while identifying filing obligations in all areas of SALT and options for minimizing tax and reporting burdens.
Ensures timely and accurate filing of compliance engagements.
Identifies out‑of‑scope compliance areas needing additional workstreams and communicates pricing and necessity to stakeholders.
Tax Consulting
Handles all state and local agency inquiries regarding tax issues and questions.
Drafts responses to revenue agent/auditor questions and challenges.
Monitors implementations of work plans for tax consulting projects.
Provides recommended solutions by combining tax knowledge and business/industry insight.
Tax Controversy
Represents clients before state and local taxing authorities on contested tax issues.
Responds to all questions from state agencies.
Ensures accurate and timely response to tax information requests.
Tax Specialization
Acts as an industry expert to be a SALT subject matter expert in the chosen industry.
Identifies cross‑selling opportunities with other BDO services.
Acts as client relationship professional for SALT services provided to designated clients.
Develops tools or process improvements to enhance efficiency of SALT specific services.
Accounting for Income Taxes – SFAS109
Reviews state tax provision workpapers.
Understands and applies industry standards and firm policies and BDO Tax Quality Manual requirements as they relate to ASC 740 and ASC 450 calculations and accruals.
Recognizes, measures and documents the need for income tax and indirect tax related accruals.
Business Development
Identifies, develops or implements solutions which reduce a client’s state and local tax burden.
Participates in relevant industry groups.
Leads marketing campaigns and external SALT initiatives.
Collaborates with Business Development team and other strategic parties to drive SALT service offerings.
Supervisory Responsibilities
Supervises and reviews day‑to‑day work product and utilization of STS SALT senior managers, managers and staff on engagements.
Manages engagements to ensure engagement metrics are achieved, including timely billing and DSO below 40 days.
Ensures staff are trained on all relevant tax software.
Evaluates performance and assists in development of goals and objectives for professional development.
Delivers timely performance feedback and completes performance evaluations.
Acts as Career Advisor as appropriate.
Qualifications Education
Bachelor’s degree required, focus in Accounting or Taxation (preferred).
Master’s degree in Accounting or Taxation (preferred).
Juris Doctorate (preferred).
Experience
9 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 (highly preferred).
Prior experience with corporate taxation, consolidations and partnerships (preferred).
License/Certifications
CPA or other relevant certification (preferred).
Software
Proficient in Microsoft Office Suite, especially Excel and Word (preferred).
Exposure to and familiarity with standard tax applications and research tools (preferred).
Other Knowledge, Skills & Abilities
Excellent verbal and written communication skills.
Superior analytical and research skills.
Strong organizational skills and focus on details.
Ability to multi‑task independently or within a group environment.
Ability to work in a deadline‑driven environment and handle multiple projects simultaneously.
Capability to manage a team of tax professionals and delegate work assignments.
Capacity to build and maintain relationships with internal and client personnel.
Ability to encourage a team environment and contribute to professional development.
Executive presence and ability to act as primary contact on engagements.
Advanced knowledge of appropriate application of tax standards and sources of relevant information.
About Us BDO is a global organization committed to delivering exceptional outcomes. We offer flexibility, opportunities for advancement, and a culture centered around meaningful connections, curiosity, and authenticity.
We are a proud ESOP company, providing employees ownership in the firm’s success.
Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. BDO USA, P.A. is an EEO employer.
Seniority Level Director
Employment Type Full‑time
Job Function Finance and Accounting / Auditing
Industry Accounting
#J-18808-Ljbffr