Sales Tax Automation Senior Manager

Description

Job Title : Sales Tax Automation Senior Manager
Location : Miami, FL
Company : Miami, FL
Salary :
Open Date : 2024-01-18
Close Date : 2024-05-18

In-House

Attorney

Full-time

Legal

Jan 17, 2024

May 01, 2024

Jan 17, 2024

Profile

Remote Eligible No Job Location Woodbridge, NJ, United States Salary Range $95,000 - $250,000 BDO is looking for a Sales Tax Automation Senior Manager to join our team! As a Sales Tax Automation Senior Manager, you will be responsible for advising clients of the sales & use tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with sales & use tax statutes and regulations. You will also be charged with marketing, networking and business development within your area of experience and specialization and recognizing potential changes in sales & use tax policy and applying new policies to tax compliance. In this role, you will be expected to possess: A Bachelors Degree in Accounting or a related field Eight+ years of prior experience in state and local/multistate experience Prior experience supervising tax professionals on a project or engagement basis Prior experience preparing and/or reviewing tax provisions Significant business development and marketing of sales and use tax engagements experience CPA certification or other relevant certification is preferred Proficient in the use of Microsoft Office Suite, specifically Excel and Word Exposure to and familiarity with standard tax applications and research tools 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 issues As a Sales Tax Automation Senior Manager, you will be expected to: Research Identify complex sales & use tax situations when research is necessary Analyze researched facts and the sources utilized prior to composing a detailed report or preparing a taxability matrix 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 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 Draft 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 Apply all applicable state tax consulting sub-specialties and confer with other STS professionals when appropriate Ensure tax engagement letters are adopted prior to engagement work commencing and manage engagements Assist in the development of consultative sales & use tax strategies Manage the expectations of assigned clients Tax Controversy Draft responses to notices from state taxing authorities Represent clients before any tax authority on contested sales & use tax issues Provide assistance with exam support Tax Related Software Utilize sales & use tax research databases and other sales & use tax-related software in the completion of assigned tasks Tax Specialization Provide technical client service to multi-state companies with sales & use tax issues Conduct negotiation of settlements and voluntary disclosure agreements on sales and use tax matters Draft technical memoranda regarding sales & use tax issues ASC 450/FAS 5 Understand and apply 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 Strategy Development Review studies of sales & use tax implications to identify alternative courses of actions to benefits clients Develop 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 Suggest marketing approaches for new client acquisition 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

Additional info

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 tax specialization 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 strategy development 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 required supervisory responsibilities: 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 other duties as required qualifications, knowledge, skills and abilities education: bachelors degree in accounting or other relevant field required masters degree in accounting/taxation or j. 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 significant business development and marketing of sales and use tax engagements experience required 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 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 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

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