Tax Managing Director, State and Local Tax - Sales & Use Tax

Company: BDO USA
Location: Detroit
Posted on: March 12, 2025

Job Description:

Tax Managing Director, State and Local Tax - Sales & Use TaxJob DescriptionJob 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 STS 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
          • 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
            • 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 requiredSupervisory Responsibilities:
              • Supervises the day-to-day workload of STS SALT Senior Managers, Managers, Senior Associates, and Associates on assigned engagements and reviews work product
              • Ensures STS SALT Senior Managers, Managers, Senior Associates, Associates and Interns are trained on all relevant tax software
              • Evaluates the performance of STS 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 STS SALT Senior Managers, Managers, Senior Associates, Associates and Interns
              • Acts as Career Advisor to STS SALT Senior Managers, Managers, Senior Associates, and Associates, as appropriate
              • Other duties as requiredQualifications, Knowledge, Skills and AbilitiesEducation:
                • Bachelors degree in Accounting or other relevant field required
                • Masters degree in Accounting/Taxation or J.D. preferredExperience:
                  • 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 requiredLicense/Certifications:
                    • CPA certification or other relevant certification preferredSoftware:
                      • Proficient in the use of Microsoft Office Suite, specifically Excel and Word preferred
                      • Exposure to and familiarity with standard tax applications and research tools preferredOther 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 issuesIndividual 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 - $420,000Maryland Range: $157,500 - $420,000NYC/Long Island/Westchester Range: $157,500 - $420,000Washington DC Range: $157,500 - $420,000About UsJoin us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
                          • Welcoming diverse perspectives and understanding the experience of our professionals and clients
                          • Empowering team members to explore their full potential
                          • Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
                          • Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
                          • Focus on resilience and sustainability to positively impact our people, clients, and communities*Benefits may be subject to eligibility requirements.
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Keywords: BDO USA, Detroit , Tax Managing Director, State and Local Tax - Sales & Use Tax, Accounting, Auditing , Detroit, Michigan