About this opportunity
BDO USA lists this Tax Managing Director, State and Local Tax - Sales & Use Tax opportunity in port reading, New Jersey. Review the employer’s description below for duties, qualifications and application requirements.
Job description
JOB DESCRIPTION
The Tax Managing Director, SALT - Sales & Use Tax is responsible for advising and providing written tax advice to clients of the sales & use tax implications relating to their business objectives, evaluating alternate courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks, and identifying potential changes in the sales & use tax statutes, policies, and regulations. In this role, the Tax Managing Director, SALT - Sales & Use Tax will be charged with marketing, networking and business development within their area of experience and specialization and maintaining key client relationships. In addition, the Tax Managing Director, SALT - Sales & Use Tax 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 Summary
The Tax Managing Director, SALT - Sales & Use Tax is responsible for advising and providing written tax advice to clients of the sales & use tax implications relating to their business objectives, evaluating alternate courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks, and identifying potential changes in the sales & use tax statutes, policies, and regulations. In this role, the Tax Managing Director, SALT - Sales & Use Tax will be charged with marketing, networking and business development within their area of experience and specialization and maintaining key client relationships. In addition, the Tax Managing Director, SALT - Sales & Use Tax 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 complex sales & use tax situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted
Analyzes researched facts and the sources utilized prior to composing a detailed report or preparing a taxability matrix of the research findings
Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel
Tax Compliance Conducts detailed reviews of sales & use tax returns with the ability to identify most significant sales & use tax issues
Evaluate company’s current compliance processes and provide customized and automated solutions for companies to report their sales & use tax obligations
Tax Consulting Drafts tax memorandums, tax opinions and other documentation on various sales & use tax issues
Conduct review of client operations to determine states where sales & use tax return should be filed
Review client records to determine if proper resale and exemption certificates are maintained and develop procedures for retaining proper resale and exemption certificates
Applies all applicable state tax consulting sub-specialties and confers with other professionals when appropriate
Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements
Assists in the development of consultative sales & use tax strategies
Manages the expectations of assigned clients
Tax Controversy Drafts responses to notices from state taxing authorities
Represents clients before any tax authority on contested sales & use tax issues
Provides assistance with exam support
Tax Related Software Utilizes sales & use tax research databases and other sales & use tax-related software in the completion of assigned tasks
Tax Specialization Provides technical client service to multi-state companies with sales & use tax issues
Conducts negotiation of settlements and voluntary disclosure agreements on sales and use tax matters
Drafts technical memoranda regarding sales & use tax issues
ASC 450/FAS 5 Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to ASC 450/FAS 5 for sales & use tax contingencies
Strategy Development Reviews studies of sales & use tax implications to identify alternative courses of actions to benefits clients
Develops new or improved ideas to advance the position of clients through reduction in sales & use taxes or expenses or offering of non-tax benefits
Assist with researching potential sales & use tax strategies
Suggests marketing approaches for new client acquisition
Other duties as required
Supervisory Responsibilities
Supervises the day-to-day workload of SALT Senior Managers, Managers, Senior Associates, and Associates on assigned engagements and reviews work product
Ensures SALT Senior Managers, Managers, Senior Associates, Associates and Interns are trained on all relevant tax software
Evaluates the performance of SALT Managers, Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development
Delivers periodic performance feedback and completes performance evaluations for SALT Senior Managers, Managers, Senior Associates, Associates and Interns
Acts as Career Advisor to SALT Senior Managers, Managers, Senior Associates, and Associates, as appropriate
Other duties as required
Education
Qualifications, Knowledge, Skills and Abilities
Bachelors degree in Accounting or other relevant field required
Masters degree in Accounting/Taxation or J.D. preferred
Experience
Ten + years of prior experience in state and local/multistate experience required
Prior experience supervising tax professionals on a project or engagement basis required
Prior experience preparing and/or reviewing tax provisions preferred
Significant business development and marketing of sales and use tax engagements experience required
License/Certifications
CPA certification or other relevant certification preferred
Software
Proficient in the use of 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 oral and written communication skills
Superior analytical and research skills
Solid organizational skills especially ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently or within a group environment
Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
Capable of effective 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 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 sales & use tax services
Advanced knowledge of sources of relevant information utilized in sales & use tax filings
Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential sales & use tax issues
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s 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
At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.
Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.
BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.
We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.
Benefits may be subject to eligibility requirements.
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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Worksite address
port reading, NJ, 07064, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.