Unclaimed Property Tax Managing Director, State and Local Tax jobs in United States
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BDO · 3 months ago

Unclaimed Property Tax Managing Director, State and Local Tax

BDO is a leading professional services firm, and they are seeking a Tax Managing Director for State and Local Taxation. This role involves providing tax advice, managing client relationships, leading a team, and ensuring compliance with tax regulations while developing strategic initiatives to enhance the firm's services.

AccountingBusiness DevelopmentFinancial ServicesOutsourcing
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H1B Sponsor Likelynote

Responsibilities

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
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
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
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
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
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
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

Qualification

SALT experienceCPA certificationTax complianceTax consultingMicrosoft Office SuiteTax controversyTeam managementAnalytical skillsMulti-taskingExecutive presenceCommunicationOrganizational skillsRelationship building

Required

Bachelor's degree in Accounting or other relevant field required
Ten (10) or more years of prior SALT experience required
Prior experience supervising tax professionals on a project or engagement basis required
Excellent verbal and written communication skills
Superior analytical and research skills
Solid organizational skills, especially the ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently or within a group environment
Ability to work in a deadline-driven environment and handle multiple projects simultaneously
Capable of effectively 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

Master's degree in Accounting, Taxation or other relevant field preferred
Juris Doctorate preferred
Prior experience preparing and/or reviewing tax provisions high 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

Company

BDO is the leading provider of professional services within the mid-tier of our profession.

H1B Sponsorship

BDO 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 Stage

Leadership Team

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Barbara Derus
Managing Partner South Central Region - Transfer Pricing
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Benjamin Russell
Managing Partner, Transfer Pricing - East Region at BDO
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Company data provided by crunchbase