Tax Manager, State and Local Tax

Job Summary:

A Tax Manager, State and Local Tax is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance. In addition, the Tax Manager, State and Local Tax will work with the Core Tax Partners, Directors, and Senior Managers to provide SALT expertise to their clients.

Job Duties:

Research

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

Tax Compliance

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

Tax Consulting

Drafts tax memorandums, tax opinions and other documentation on various tax issues

Applies all applicable state tax consulting sub-specialties and confers with other tax 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

Tax Controversy

Represents clients before any tax authority on contested issues

Tax Related Software

Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks

Tax Specialization

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

Accounting for Income Taxes – SFAS109

Prepares tax accrual workpapers

ASC740-10

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

Strategy Development

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

Other duties as required

Supervisory Responsibilities:

Supervises the day-to-day workload of SALT Senior Associates and Associates on assigned engagements and reviews work product

Ensures SALT Senior Associates, Associates and Interns are trained on all relevant tax software

Evaluates the performance of SALT 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 SALT Senior Associates, Associates and Interns

Acts as Career Advisor to SALT Senior Associates and Associates, as appropriate

Qualifications, Knowledge, Skills and Abilities:

Education:

Bachelor’s degree, required; focus in business, preferred

Master’s degree in Accounting/Taxation or J.D., preferred

Experience:

Four (4) years of prior experience in state and local/multistate experience or legal professional services or equivalent experience through an advanced degree program, 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, required

Exposure to and familiarity with standard tax applications and research tools, preferred

Other Knowledge, Skills & Abilities:

Excellent verbal 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.

National Range: $79,800 - $168,000 Maryland Range: $79,800 - $168,000 NYC/Long Island/Westchester Range: $79,800 - $168,000 Washington DC Range: $79,800 - $168,000

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

As technology continues to shape how we work, BDO values the ability to apply generative and agentic AI solutions to develop work products, improve workflows and identify potential risks. Across our firm, we emphasize professional judgment in validating AI-generated outputs for accuracy, quality, and compliance.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more !

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets Click here to find out more !