Sales and Use Tax Senior Manager

Job Summary:

A Tax Senior Manager, State and Local Tax - Sales & Use Tax is responsible for advising clients of the sales & use tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with sales & use tax statutes and regulations.  In this role, the SALT Sales & Use Tax Senior Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in sales & use tax policy and applying new policies to tax compliance.  In addition, the SALT Sales & Use Tax Senior Manager will work with the National Sales and Use Tax team, Tax Partners, Directors, and Senior Managers to provide  sales & use tax expertise to their clients.

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 Managers, Senior Associates, and Associates on assigned engagements and reviews work product 
• Ensures SALT 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 Managers, Senior Associates, Associates and Interns
• Acts as Career Advisor to SALT Managers, Senior Associates, and Associates, as appropriate
• Other duties as required

Qualifications, Knowledge, Skills and Abilities

Education:

• Bachelors degree in Accounting or other relevant field required
• Masters degree in Accounting/Taxation or J.D. preferred

Experience:

• Eight+ 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