SALT Managing Director, Credits and Incentives

• Research

• 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
• Tax Compliance

• 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
• Tax Consulting

• 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
• Tax Controversy

• Represents clients before any tax authority on contested issues
• Responds to all questions from federal or state agencies
• Tax Specialization

• 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
• 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
• Recognizes, measures and documents financial benefits to clients
• Strategy Development

• 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
• Other duties as required

• 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

• Bachelor's degree in Accounting or other relevant field required
• Master's degree in Accounting, Taxation or other relevant field preferred
• Juris Doctorate preferred

• Ten (10) or more years of prior SALT experience required
• Prior experience supervising tax professionals on a project or engagement basis required
• 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

• N/A

• 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

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities

BDO