Tax Senior Manager, State and Local Tax - Credits & Incentives
bdoChicago (IL)
Tax Senior Manager, State and Local Tax - Credits & Incentives
Posted 7 days ago
bdoChicago (IL)
SENIORITY
Lead
About the role
Tax Senior Manager, Salt - Credits & Incentives The Tax Senior Manager, SALT - Credits & Incentives is responsible for advising clients of the credit & incentive opportunities relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with credits & incentives statutes and regulations. In this role, the Tax Senior Manager, SALT - Credits & Incentives will be charged with marketing, networking, and business development within their area of experience and specialization and recognizing potential changes in credit & incentives policy. In addition, the Tax Senior Manager, SALT - Credits & Incentives will work with the Core Tax Principals, and Directors to provide credits & incentives expertise to their clients.
Job Duties: Research:
- Identifies complex credits & incentives 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 credits & incentives opportunities matrix of the research findings
- Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) and Economic Development personnel
- Tax Compliance:
- Conducts detailed reviews of income tax returns with the ability to identify most significant statutory credit opportunities
- Evaluates client's current compliance processes and provide customized and automated solutions for companies to comply with their annual credits & incentives reporting
- Tax Consulting:
- Drafts credits & incentives memorandums, and other documentation on various credits & incentives issues
- Conducts review of client operations to determine in which jurisdictions credits & incentives opportunities may exist
- 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 credits & incentives strategies
- Manages the expectations of assigned clients
- Tax Controversy:
- Drafts responses to notices from state taxing authorities
- Represents clients before any tax authority on credits & incentives issues
- Provides assistance with exam support
- Tax Related Software:
- Utilizes credits & incentives research databases and other credits & incentives related software in the completion of assigned tasks
- Tax Specialization:
- Provides technical client service to multi-state companies on credits & incentives matters
- Conducts negotiation on credits & incentives matters
- Drafts technical memoranda regarding credits & incentives issues
- Strategy Development:
- Reviews studies of credits & incentives opportunities to identify alternative courses of actions to benefits clients
- Develops new or improved ideas to advance the position of clients in maximizing credits & incentives awards
- Assist with researching credits & incentives 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 Managers, Senior Associates, Associates and Interns
- Acts as Career Advisor to SALT Senior Associates and Associates, as appropriate
- Qualifications, Knowledge, Skills and Abilities: Education:
- Bachelors degree in Accounting or another relevant field, required
- Masters degree in Accounting/Taxation or J.D., preferred
Experience:
Eight (8) or more years of prior experience in state and local/multistate experience required in the credits & incentives area, requiredPrior experience supervising tax professionals on a project or engagement basis, requiredPrior experience preparing and/or reviewing tax provisions, preferred
License/Certifications: CPA certification or other relevant certification, required
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
Language: N/AOther 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 credits & incentives services
- Advanced knowledge of sources of relevant information utilized in credits & incentives filings
- Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential credits & incentives opportunities
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: $99,750 - $262,500 Maryland Range: $99,750 - $262,500 NYC/Long Island/Westchester Range: $99,750 - $262,500 Washington DC Range: $99,750 - $262,500
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