Credits and Incentives Tax Managing Director, State and Local Tax
BDO Capital Advisors, LLC, Minneapolis, MN, United States
Credits and Incentives Tax Managing Director, State and Local Tax
Minneapolis, MN, United States
Job Description Job Summary:
The Tax Managing Director, State and Local Taxation is responsible for providing written tax advice to clients, evaluating and alternate courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks and identifying potential changes in tax policy and regulations. In this role, the Tax Managing Director, State and Local Taxation will be charged with marketing, networking and business development within their area of experience and specialization and maintaining key client relationships. Additionally, the Tax Managing Director, State and Local Taxation 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 all situations when research is necessary, and conducts appropriate investigation on identified topics
Analyzes researched facts and the sources utilized
Prepares studies of tax implications and outlines alternative courses of action to clients
Partners with other Core Tax and Specialized Tax Services professionals to resolve complex and contentious matters
Tax Compliance
Ensures clients comply with applicable authorities while identifying options for minimizing the client’s tax and reporting burdens
Manages engagements to ensure engagement metrics are achieved
Collaborates with Business Development team and other strategic parties to drive sales tax compliance service offerings
Tax Consulting
Handles all inquiries from federal and state agencies regarding all tax issues and questions
Drafts responses to examiner questions and challenges
Monitors implementations of work plans for tax consulting projects
Provides recommended solutions by combining tax knowledge and knowledge of business / industry
Tax Controversy
Represents clients before any tax authority on contested issues
Responds to all questions from federal or state agencies
Acts as industry expert in SALT
Identifies cross-selling opportunities with other tax specializations
Manages SALT services provided to assigned clients
Develops tools and/or improvements allowing for enhance the efficiency or services of the SALT practice
Accounting for Income Taxes – SFAS109
Prepares tax accrual workpapers
ASC740-10
Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48
Recognizes, measures and documents financial benefits to clients
Develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefits
Participates in relevant industry groups
Leads marketing campaigns and external SALT initiatives
Other duties as required
Supervisory Responsibilities:
Supervises the day-to-day workload of STS SALT Senior Managers, Managers and Staff on assigned engagements, and reviews work product
Ensures STS SALT Senior Managers, Managers and Staff are trained on all relevant tax software
Evaluates the performance of STS SALT Senior Managers, Managers and Staff, and assists in the development of goals and objectives to enhance professional development
Delivers periodic performance feedback, and completes performance evaluations for STS SALT Senior Managers, Managers and Staff
Acts as Career Advisor to STS SALT Senior Managers, Managers and Staff, as appropriate
Qualifications, Knowledge, Skills and Abilities:
Education :
Bachelor’s degree in Accounting or other relevant field required
Master’s degree in Accounting, Taxation or other relevant field preferred
Juris Doctorate preferred
Experience :
Ten (10) 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 the use of Microsoft Office Suite, specifically Excel and Word preferred
Exposure to and familiarity with standard tax applications and research tools preferred
Language :
N/A
Other Knowledge, Skills & Abilities :
Excellent verbal and written communication skills
Superior analytical and
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Job Description Job Summary:
The Tax Managing Director, State and Local Taxation is responsible for providing written tax advice to clients, evaluating and alternate courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks and identifying potential changes in tax policy and regulations. In this role, the Tax Managing Director, State and Local Taxation will be charged with marketing, networking and business development within their area of experience and specialization and maintaining key client relationships. Additionally, the Tax Managing Director, State and Local Taxation 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 all situations when research is necessary, and conducts appropriate investigation on identified topics
Analyzes researched facts and the sources utilized
Prepares studies of tax implications and outlines alternative courses of action to clients
Partners with other Core Tax and Specialized Tax Services professionals to resolve complex and contentious matters
Tax Compliance
Ensures clients comply with applicable authorities while identifying options for minimizing the client’s tax and reporting burdens
Manages engagements to ensure engagement metrics are achieved
Collaborates with Business Development team and other strategic parties to drive sales tax compliance service offerings
Tax Consulting
Handles all inquiries from federal and state agencies regarding all tax issues and questions
Drafts responses to examiner questions and challenges
Monitors implementations of work plans for tax consulting projects
Provides recommended solutions by combining tax knowledge and knowledge of business / industry
Tax Controversy
Represents clients before any tax authority on contested issues
Responds to all questions from federal or state agencies
Acts as industry expert in SALT
Identifies cross-selling opportunities with other tax specializations
Manages SALT services provided to assigned clients
Develops tools and/or improvements allowing for enhance the efficiency or services of the SALT practice
Accounting for Income Taxes – SFAS109
Prepares tax accrual workpapers
ASC740-10
Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48
Recognizes, measures and documents financial benefits to clients
Develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefits
Participates in relevant industry groups
Leads marketing campaigns and external SALT initiatives
Other duties as required
Supervisory Responsibilities:
Supervises the day-to-day workload of STS SALT Senior Managers, Managers and Staff on assigned engagements, and reviews work product
Ensures STS SALT Senior Managers, Managers and Staff are trained on all relevant tax software
Evaluates the performance of STS SALT Senior Managers, Managers and Staff, and assists in the development of goals and objectives to enhance professional development
Delivers periodic performance feedback, and completes performance evaluations for STS SALT Senior Managers, Managers and Staff
Acts as Career Advisor to STS SALT Senior Managers, Managers and Staff, as appropriate
Qualifications, Knowledge, Skills and Abilities:
Education :
Bachelor’s degree in Accounting or other relevant field required
Master’s degree in Accounting, Taxation or other relevant field preferred
Juris Doctorate preferred
Experience :
Ten (10) 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 the use of Microsoft Office Suite, specifically Excel and Word preferred
Exposure to and familiarity with standard tax applications and research tools preferred
Language :
N/A
Other Knowledge, Skills & Abilities :
Excellent verbal and written communication skills
Superior analytical and
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