Senior Manager, Income Franchise Tax Specialist
2 weeks ago
A Senior Manager, Income Franchise Tax Specialist at BDO USA, LLP is responsible for providing expert advice to clients on state and local tax implications, recommending alternative courses of action, and identifying methods of complying with tax regulations. This role involves marketing, networking, and business development within the area of experience and specialization, as well as recognizing potential changes in tax policy and applying new policies to tax compliance.
Key Responsibilities- Research
- Identify complex situations requiring research, providing an outline of the issue(s) and the appropriate source of research to be conducted.
- Analyze researched facts and sources prior to composing a detailed report of the research findings.
- Develop relationships with in-state and out-of-state Department of Tax (DOT)/Department of Revenue (DOR) personnel.
- Tax Compliance
- Conduct detailed reviews of tax returns, identifying significant state tax issues.
- Compose responses to notices from state taxing authorities.
- Provide assistance with exam support.
- Tax Consulting
- Draft tax memorandums, tax opinions, and other documentation on various tax issues.
- Apply state tax consulting sub-specialties and confer with other BDO professionals when appropriate.
- Determine tax planning processes.
- Ensure tax engagement letters are adopted prior to engagement work commencing and manage engagements.
- Assist in the development of consultative selling strategies.
- Manage client expectations.
- Tax Controversy
- Represent clients before tax authorities on contested issues.
- Tax Related Software
- Utilize GoSystems, tax research databases, and other tax-related software in the completion of assigned tasks.
- Tax Specialization
- Provide technical client service to multi-state companies with state and local tax issues.
- Conduct negotiations of settlements, voluntary disclosure agreements, and state tax audit representation.
- Draft technical memoranda regarding state and local tax issues.
- Accounting for Income Taxes - SFAS109
- Prepare tax accrual workpapers.
- ASC740-10
- Understand and apply industry standards, firm policies, and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48, as well as FAS5 for sales tax and unclaimed properties.
- Strategy Development
- Review studies of tax implications to identify alternative courses of action to benefit clients.
- Develop 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.
- Assist with researching potential tax strategies.
- Suggest marketing approaches for new client acquisition.
- Other duties as required.
- Supervisory Responsibilities
- Supervise the day-to-day workload of STS SALT Managers, Senior Associates, and Associates on assigned engagements and review work product.
- Ensure STS SALT Managers, Senior Associates, Associates, and Interns are trained on all relevant tax software.
- Evaluate the performance of STS SALT Managers, Senior Associates, and Associates and assist in the development of goals and objectives to enhance professional development.
- Deliver periodic performance feedback and complete performance evaluations for STS SALT Managers, Senior Associates, Associates, and Interns.
- Act as Career Advisor to STS SALT Managers, Senior Associates, and Associates, as appropriate.
- Other duties as required.
Education
- Bachelor's degree in Accounting or other relevant field required.
- Master's 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.
- 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 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 tax services.
- Advanced knowledge of sources of relevant information utilized in tax filings.
- Advanced knowledge and understanding of cause/effect for taxable conditions on clients and the potential 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.
Range: $95,000 - $250,000
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