BDO USA
Tax Director, State & Local Tax – BDO USA
Job Summary
The State & Local Tax Director will support Principals and the broader SALT practice through team development, client relationship maintenance, and business development, while demonstrating high standards of project management, technical thought leadership, and client‑centricity.
Responsibilities Research
Identifies situations necessitating the need for additional research, and performs appropriate review of state‑specific statutory, regulatory and judicial guidance on the identified issue.
Analyzes and applies client‑specific facts to published state guidance and determines where additional outreach is needed, developing a strategy for obtaining clarification when necessary (e.g., informal consults with state taxing authority, formal letter‑ruling requests).
Prepares formal memoranda/matrices formalizing positions relative to state tax treatment.
Partners with other 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 needing 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.
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 with 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 in a chosen industry to serve as a SALT subject‑matter expert.
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.
Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements, 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 that reduce a client’s State and Local Tax burden.
Participates in relevant industry groups.
Leads marketing campaigns and external SALT initiatives.
Collabora…
Supervisory Responsibilities
Supervises and reviews the day‑to‑day work product and utilization of STS SALT Senior Managers, Managers and Staff on assigned engagements.
Manages engagements to ensure engagement metrics are achieved, including timely billing and DSO below 40 days.
Ensures STS SALT Senior Managers, Managers and Staff are trained on all relevant tax software.
Evaluates performance and assists in the development of goals and objectives to enhance professional development.
Delivers timely performance feedback and completes performance evaluations.
Acts as career advisor to STS SALT Senior Managers, Managers and Staff as appropriate.
Education
Bachelor’s degree required, focus in Accounting or Taxation, preferred.
Master’s degree in Accounting or Taxation, preferred.
Juris Doctorate, preferred.
Experience
Nine (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, high, 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, specifically 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.
Solid organizational skills, especially the ability to meet project deadlines with attention to detail.
Ability to successfully multi‑task while working independently or within a group environment.
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 as needed.
Capacity to build and maintain strong relationships with internal and client personnel.
Ability to encourage a team environment on engagements and contribute to the professional development of assigned personnel.
Executive presence and ability to act as primary contact on assigned engagements.
Ability to successfully interact with professionals at all levels.
Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services.
Advanced knowledge of sources of relevant information utilized in tax filings.
Advanced knowledge and understanding of cause/effect for taxable conditions on clients and the potential tax issues.
About Us BDO is a global network of independent firms that provide assurance, tax, consulting and business advisory services.
Our culture encourages meaningful connections, curiosity, and authenticity while driving positive impact.
BDO is an ESOP company, offering employees ownership stakes and a comprehensive Total Rewards program.
We are committed to delivering exceptional experiences to middle‑market leaders.
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 EO employer M/F/Veteran/Disability.
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Responsibilities Research
Identifies situations necessitating the need for additional research, and performs appropriate review of state‑specific statutory, regulatory and judicial guidance on the identified issue.
Analyzes and applies client‑specific facts to published state guidance and determines where additional outreach is needed, developing a strategy for obtaining clarification when necessary (e.g., informal consults with state taxing authority, formal letter‑ruling requests).
Prepares formal memoranda/matrices formalizing positions relative to state tax treatment.
Partners with other 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 needing 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.
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 with 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 in a chosen industry to serve as a SALT subject‑matter expert.
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.
Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements, 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 that reduce a client’s State and Local Tax burden.
Participates in relevant industry groups.
Leads marketing campaigns and external SALT initiatives.
Collabora…
Supervisory Responsibilities
Supervises and reviews the day‑to‑day work product and utilization of STS SALT Senior Managers, Managers and Staff on assigned engagements.
Manages engagements to ensure engagement metrics are achieved, including timely billing and DSO below 40 days.
Ensures STS SALT Senior Managers, Managers and Staff are trained on all relevant tax software.
Evaluates performance and assists in the development of goals and objectives to enhance professional development.
Delivers timely performance feedback and completes performance evaluations.
Acts as career advisor to STS SALT Senior Managers, Managers and Staff as appropriate.
Education
Bachelor’s degree required, focus in Accounting or Taxation, preferred.
Master’s degree in Accounting or Taxation, preferred.
Juris Doctorate, preferred.
Experience
Nine (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, high, 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, specifically 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.
Solid organizational skills, especially the ability to meet project deadlines with attention to detail.
Ability to successfully multi‑task while working independently or within a group environment.
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 as needed.
Capacity to build and maintain strong relationships with internal and client personnel.
Ability to encourage a team environment on engagements and contribute to the professional development of assigned personnel.
Executive presence and ability to act as primary contact on assigned engagements.
Ability to successfully interact with professionals at all levels.
Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services.
Advanced knowledge of sources of relevant information utilized in tax filings.
Advanced knowledge and understanding of cause/effect for taxable conditions on clients and the potential tax issues.
About Us BDO is a global network of independent firms that provide assurance, tax, consulting and business advisory services.
Our culture encourages meaningful connections, curiosity, and authenticity while driving positive impact.
BDO is an ESOP company, offering employees ownership stakes and a comprehensive Total Rewards program.
We are committed to delivering exceptional experiences to middle‑market leaders.
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 EO employer M/F/Veteran/Disability.
#J-18808-Ljbffr