BDO USA · 3 weeks ago
Income Franchise Tax Senior Manager, State and Local Tax
Houston, TX
Full-time
Hybrid
Senior Level, Lead/Staff, Director/Executive
$100K/yr - $262K/yr
8+ years expBDO USA is a leading accounting and advisory firm focused on delivering exceptional and sustainable outcomes. The Income Franchise Tax Senior Manager will be responsible for advising clients on state and local tax implications, managing tax compliance, and leading a team of tax professionals.
AccountingConsultingFinancial Services
Responsibilities
Identifies complex 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 of the research findings
Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel
Conducts detailed reviews of tax returns with the ability to identify most significant state tax issues
Composes responses to notices from state taxing authorities
Provides assistance with exam support
Drafts tax memorandums, tax opinions and other documentation on various tax issues
Applies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriate
Determines tax planning process
Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements
Assists in the development of consultative selling strategies
Manages the expectations of assigned clients
Represents clients before any tax authority on contested issues
Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks
Provides technical client service to multi-state companies with state and local tax issues
Conducts negotiation of settlements, voluntary disclosure agreements and state tax audit representation
Drafts technical memoranda regarding state and local tax issues
Prepares tax accrual workpapers
Understands and applies industry standards, along with 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
Reviews studies of tax implications to identify alternative courses of actions to benefits 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
Assist with researching potential tax strategies
Suggests marketing approaches for new client acquisition
Supervises the day-to-day workload of STS SALT Managers, Senior Associates, and Associates on assigned engagements and reviews work product
Ensures STS SALT 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 Managers, Senior Associates, Associates and Interns
Acts as Career Advisor to STS SALT Managers, Senior Associates, and Associates, as appropriate
Qualification
Required
Bachelors degree in Accounting or other relevant field required
Eight + years of prior experience in state and local/multistate experience required
Prior experience supervising tax professionals on a project or engagement basis required
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
Preferred
Masters degree in Accounting/Taxation or J.D. preferred
Prior experience preparing and/or reviewing tax provisions preferred
Prior experience with corporate taxation, consolidations and partnerships preferred
CPA certification or other relevant certification preferred
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
Benefits
Employee Stock Ownership Plan (ESOP)
Flexibility and opportunities for advancement
BDO Total Rewards that encompass so much more than traditional 'benefits.'
Company
BDO USA
BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.
10001+ employees
H1B Sponsorship
BDO USA has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)
Funding
Current Stage
Late StageTotal Funding
$1.3BKey Investors
Apollo
2023-08-15Debt Financing· $1.3B
Leadership Team
Catherine Moy
Chief People Officer
Cristin Boynton
Principal, Tax Automation & Innovation
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