The Tax Manager, State and Local Tax - Unclaimed Property, is responsible for advising clients of the tax implications and other accounting related matters that affect their business objectives, with an emphasis on unclaimed property compliance and consulting. This is a very unique role that will allow a chosen professional the ability to use their tax and/or accounting skills (e.g., project management, reconciliation skills, financial auditing skills, accounting skills, problem solving skills, internal controls, process/system enhancement etc.) in a consultative capacity where sporadic data sets are obtained analyzed and modeled. The SALT Manager, Unclaimed Property, will recommend alternate courses of action, as well as identify different methods of complying with unclaimed property statutes and regulations. In this role, the person will be charged with project management, presentations to clients and states, coordinating compliance, audit defense and VDAs and other consulting engagements, managing client expectations and deliverables, marketing, networking and business development and recognizing potential changes in unclaimed property policy and applying new policies to compliance and consulting engagements. In addition, the SALT Manager, Unclaimed Property, will work with the Core Tax and Audit 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, Department of Treasury, etc.

Routinely keeps abreast of latest relevant unclaimed property statutory, regulatory and case law changes

Unclaimed Property Compliance: Obtains and manipulates data from client to use in preparation of annual escheat returns

Uses FSI Track, BDO Global Portal and other systems for data gathering

Imports data into FSI Track and prepares returns

Identifies appropriate B2B and other exemptions/deferrals

Performs reconciliations on data gathered to data reported

Composes responses to notices from state authorities

Assists with due diligence letter processing

Assists with client payment processing

Provides assistance with exam support

Communicates routinely with clients and UP team members

Unclaimed Property Consulting: Drafts memorandums, opinions and other documentation on various escheat issues

Determines escheat planning process

Develops policy and procedures, address internal controls

Represents clients on unclaimed property audits, mitigating exposures and assisting with best practices

Represents clients on voluntary disclosures mitigating exposures and assisting with best practices

Assists with identifying gift card planning opportunities and implementation

Conducts client interviews, onsite visits, workplans, etc.

Reviews general ledger detail, banking records, and other relevant source data for escheat items

Prepares and reviews scheduling decks of sporadic data into Unclaimed Property templates for analysis

Assists clients with remediation procedures (e.g., showing transactions are not owed)

Develops exposure quantification models to calculate escheat exposures

Assists with client refund review process

Applies all applicable state tax consulting sub-specialties and confers with other Tax professionals when appropriate

Ensures escheat engagement letters are adopted prior to engagement work commencing and manages engagements

Assists in the development of consultative selling strategies

Responsible for achieving/assisting with securing a $250k - $350k+ annual business development goal

Responsible for achieving 3-5 annual new business leads

Routinely updates CRM entries

Actively involved in relevant trade organizations and public speaking, networking events

Manages the expectations of assigned clients

Oversees and project manages multiple clients and projects simultaneously

Unclaimed Property Controversy: Represents clients before any tax authority on contested issues

Unclaimed Property Related Software: Utilizes FSI track, tax research databases and other tax-related software in the completion of assigned tasks

Maintains working knowledge of various GL systems (SAP, Oracle, JD Edwards, AS/400, Epicor, etc.)

Participates in learning and executing technology enhancements for unclaimed property group

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 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 Accounting, preferred

Experience:

Five (5) or more years of prior experience in tax, financial statement auditing, internal auditing or forensic accounting in a public accounting firm or in-house organization required

Prior supervisory experience, required

License/Certifications:

CPA certification - CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), required

Software:

Proficient in the use of Microsoft Office Suite, specifically Excel and Word, required

Experience with Power BI, Alteryx, and other software, preferred

Language:

N/A

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: $95,000 - $160,000 Maryland Range: $95,000 - $160,000 NYC/Long Island/Westchester Range: $95,000 - $160,000

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.

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*Benefits may be subject to eligibility requirements.

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