Mergers & Acquisitions Tax Managing Director, State and Local Tax

Overview

Mergers & Acquisitions Tax Managing Director, State and Local Tax

BDO USA is seeking a Mergers & Acquisitions Tax Managing Director, State and Local Tax to provide written tax advice to clients, evaluate and identify action plans to lessen tax burden and cost of compliance, recognize potential tax risks, and identify changes in tax policy and regulations. This role includes marketing, networking and business development within the candidate’s area of expertise and maintaining key client relationships.

It is a leadership role within the office’s/region’s Tax Services leadership team, serving as a source for guidance on complex tax questions and issues.

The Tax Managing Director, State and Local Taxation is responsible for providing written tax advice to clients, evaluating 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. The role includes marketing, networking and business development within their area of experience and specialization and maintaining key client relationships.

• Research
  • Identifies when research is necessary and conducts appropriate investigations
  • Analyzes researched facts and sources
  • Prepares studies of tax implications and outlines alternative courses of action for clients
  • Partners with other Core Tax and Specialized Tax Services professionals to resolve complex matters
• Tax Compliance
  • Ensures clients comply with applicable authorities while identifying options to minimize tax and reporting burdens
  • Manages engagements to meet engagement metrics
  • Collaborates with Business Development and other strategic parties to drive sales tax compliance offerings
• Tax Consulting
  • Handles inquiries from federal and state agencies regarding tax issues
  • Drafts responses to examiner questions and challenges
  • Monitors implementations of work plans for tax consulting projects
  • Provides solutions by combining tax knowledge with business/industry understanding
• Tax Controversy
  • Represents clients before tax authorities on contested issues
  • Responds to questions from federal or state agencies
• Tax Specialization
  • Acts as industry expert in SALT
  • Identifies cross-selling opportunities with other tax specializations
  • Manages SALT services for assigned clients
  • Develops tools and improvements to enhance SALT practice efficiency
• Accounting for Income Taxes – SFAS 109
  • Prepares tax accrual work papers
• ASC 740-10
  • Applies industry standards and firm policies related to FAS 109 and FIN 48
  • Recognizes, measures and documents financial benefits to clients
• Strategy Development
  • Develops ideas to advance client, firm or personnel positions by reducing taxes or expenses or offering non-tax benefits
  • Participates in relevant industry groups
  • Leads marketing campaigns and external SALT initiatives
• Other duties as required

• Supervises the day-to-day workload of STS SALT Senior Managers, Managers and Staff on assigned engagements and reviews work product
• Ensures staff are trained on relevant tax software
• Evaluates performance and assists in developing goals for professional growth
• Delivers periodic performance feedback and completes evaluations
• Acts as Career Advisor to STS SALT personnel as appropriate

• Bachelor’s degree in Accounting or related field required
• Master’s degree in Accounting, Taxation or related field preferred
• Juris Doctorate preferred

• Ten (10) or more years of SALT experience required
• Prior experience supervising tax professionals on engagements required
• Prior experience preparing and/or reviewing tax provisions preferred
• Prior experience with corporate taxation, consolidations and partnerships preferred

• CPA or other relevant certification preferred

• Proficient in Microsoft Office Suite (Excel and Word) preferred
• Exposure to standard tax applications and research tools preferred

• Excellent verbal and written communication skills
• Strong analytical and research abilities
• Strong organizational skills with attention to deadlines
• Ability to multi-task and work…