BDO USA
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Tax Director, State & Local Tax
role at
BDO USA
Job Summary 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 Director will drive goals of the practice through partnerships with Principals and Managing Directors and will demonstrate high standards of project management, technical thought leadership, and client‑centricity.
Responsibilities Research
Identifies situations necessitating additional research and performs review of state‑specific statutory, regulatory and judicial guidance.
Analyzes and applies client‑specific facts to published state guidance, determining where additional outreach is needed and developing a strategy for obtaining clarification.
Prepares formal memoranda/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 the client’s tax and reporting burdens.
Ensures timely and accurate filing of compliance engagements.
Identifies out‑of‑scope compliance areas in need of additional workstreams (e.g., nexus study, apportionment study, taxability study) and communicates effectively to stakeholders regarding pricing and need.
Tax Consulting
Handles all state and local agency inquiries regarding all 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 and 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 and/or process improvements to enhance efficiency of SALT‑specific services.
Accounting for Income Taxes – SFAS109
Reviews state tax provision workpapers.
Applies industry standards and firm policies as they relate to ASC740 and ASC450 calculations and accruals.
Recognizes, measures and documents the need for income tax and indirect tax related accruals.
Business Development
Identifies, develops or implements solutions to 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.
Manages engagements to ensure metrics are achieved, including timely billing and DSO below 40 days.
Ensures staff are trained on all relevant tax software.
Evaluates performance of staff and assists in developing goals and objectives.
Delivers timely performance feedback and completes performance evaluations.
Acts as Career Advisor to staff as needed.
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 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, especially Excel and Word.
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.
Solid organizational skills with a focus on details and meeting project deadlines.
Ability to multi‑task independently or within a group environment.
Capability to manage a team of tax professionals and delegate assignments.
Capacity to build and maintain strong 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 tax standards and sources of relevant information.
Advanced understanding of taxable conditions and potential tax issues.
About Us BDO offers flexibility and opportunities for advancement, a culture centered on meaningful connections, curiosity, and true collaboration. We are part of a global organization with 160+ countries of service, a proud ESOP company dedicated to putting people first, and committed to delivering exceptional and sustainable outcomes. We value diversity and encourage all professionals to explore their full potential.
Equal Opportunity Statement 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. BDO USA, P.A. is an EO employer M/F/Veteran/Disability.
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Tax Director, State & Local Tax
role at
BDO USA
Job Summary 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 Director will drive goals of the practice through partnerships with Principals and Managing Directors and will demonstrate high standards of project management, technical thought leadership, and client‑centricity.
Responsibilities Research
Identifies situations necessitating additional research and performs review of state‑specific statutory, regulatory and judicial guidance.
Analyzes and applies client‑specific facts to published state guidance, determining where additional outreach is needed and developing a strategy for obtaining clarification.
Prepares formal memoranda/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 the client’s tax and reporting burdens.
Ensures timely and accurate filing of compliance engagements.
Identifies out‑of‑scope compliance areas in need of additional workstreams (e.g., nexus study, apportionment study, taxability study) and communicates effectively to stakeholders regarding pricing and need.
Tax Consulting
Handles all state and local agency inquiries regarding all 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 and 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 and/or process improvements to enhance efficiency of SALT‑specific services.
Accounting for Income Taxes – SFAS109
Reviews state tax provision workpapers.
Applies industry standards and firm policies as they relate to ASC740 and ASC450 calculations and accruals.
Recognizes, measures and documents the need for income tax and indirect tax related accruals.
Business Development
Identifies, develops or implements solutions to 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.
Manages engagements to ensure metrics are achieved, including timely billing and DSO below 40 days.
Ensures staff are trained on all relevant tax software.
Evaluates performance of staff and assists in developing goals and objectives.
Delivers timely performance feedback and completes performance evaluations.
Acts as Career Advisor to staff as needed.
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 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, especially Excel and Word.
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.
Solid organizational skills with a focus on details and meeting project deadlines.
Ability to multi‑task independently or within a group environment.
Capability to manage a team of tax professionals and delegate assignments.
Capacity to build and maintain strong 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 tax standards and sources of relevant information.
Advanced understanding of taxable conditions and potential tax issues.
About Us BDO offers flexibility and opportunities for advancement, a culture centered on meaningful connections, curiosity, and true collaboration. We are part of a global organization with 160+ countries of service, a proud ESOP company dedicated to putting people first, and committed to delivering exceptional and sustainable outcomes. We value diversity and encourage all professionals to explore their full potential.
Equal Opportunity Statement 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. BDO USA, P.A. is an EO employer M/F/Veteran/Disability.
#J-18808-Ljbffr