A Tax Senior Manager, State and Local Tax - Sales & Use Tax is 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. In this role, the SALT Sales & Use Tax Senior Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in sales & use tax policy and applying new policies to tax compliance. In addition, the SALT Sales & Use Tax Senior Manager will work with the National Sales and Use Tax team, Tax Partners, Directors, and Senior Managers to provide sales & use tax expertise to their clients.

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 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 SALT Managers, Senior Associates, and Associates on assigned engagements and reviews work product

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

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

Acts as Career Advisor to 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.D. 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

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

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.

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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.

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