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Tax Director, State & Local Tax
Tax Director, State & Local TaxBDO USA • Costa Mesa, CA, United States
Tax Director, State & Local Tax

Tax Director, State & Local Tax

BDO USA • Costa Mesa, CA, United States
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Job Title

Tax Director, State & Local Tax – BDO USA

Job Summary

The State & Local Tax Director role is instrumental in supporting Principals and the broader SALT practice through significant contributions to team development, maintaining key client relationships, and business development. The Director will drive practice goals through partnerships with Principals and Managing Directors and demonstrate high standards of project management, technical thought leadership, and client‑centricity.

Research

  • Identifies situations necessitating the need for additional research and performs appropriate review of state‑specific statutory, regulatory, and judicial guidance.
  • Analyzes and applies client‑specific facts to published state guidance, determines where additional outreach is needed, and develops a strategy for obtaining clarification (e.g., informal consults with state taxing authority, formal letter ruling request).
  • Prepares formal memoranda or matrices formalizing positions relative to state tax treatment.
  • Partners with Core Tax and Specialized Tax Services professionals to resolve complex and contentious state and local tax matters.

Tax Compliance

  • Ensures clients comply with applicable authorities while identifying filing obligations across all areas of SALT and options for minimizing tax and reporting burdens.
  • Ensures timely and accurate filing of compliance engagements.
  • Identifies out‑of‑scope compliance areas requiring additional workstreams (e.g., nexus study, apportionment study, taxability study) and communicates effectively to stakeholders regarding pricing and need.

    • Tax Consulting

  • Handles all state and local agency inquiries regarding tax issues and questions.
  • Drafts responses to revenue agent or auditor questions and challenges.
  • Monitors implementation of work plans for tax consulting projects.
  • Provides recommended solutions by combining tax knowledge with industry business insight.

    • Tax Controversy

  • Represents clients before state and local taxing authorities on contested tax issues.
  • Responds to all questions from state agencies.
  • Ensures accurate and timely response to tax information requests.

    • Tax Specialization

  • Acts as an industry expert and SALT subject matter expert in chosen industry.
  • Identifies cross‑selling opportunities with other BDO services.
  • Acts as client relationship professional for SALT services provided to designated clients.
  • Develops tools or process improvements to enhance efficiency of SALT‑specific services.

    • Accounting for Income Taxes – SFAS109

  • Reviews state tax provision workpapers.
  • Applies industry standards, firm policies, and BDO Tax Quality Manual requirements related to ASC 740 and ASC 450 calculations and accruals.
  • Recognizes, measures, and documents the need for income tax and indirect tax related accruals.

    • Business Development

  • Identifies, develops, or implements solutions that reduce a client’s State and Local Tax burden.
  • Participates in relevant industry groups.
  • Leads marketing campaigns and external SALT initiatives.
  • Collaborates with Business Development team and other strategic parties to drive SALT service offerings.

    • Supervisory and Other Duties

  • Supervises and reviews the day‑to‑day work product and utilization of STS SALT Senior Managers, Managers, and Staff on assigned engagements.
  • Manages engagements to ensure metrics such as timely billing and DSO below 40 days are achieved.
  • Ensures STS SALT Senior Managers, Managers, and Staff are trained on all relevant tax software.
  • Evaluates performance of STS SALT personnel and assists in development of goals to enhance professional development.
  • Delivers timely performance feedback and completes evaluations for STS SALT staff.
  • Acts as career advisor to STS SALT personnel, as appropriate.

    • Education

  • Bachelor’s degree required, focus in Accounting or Taxation preferred.
  • Master’s degree in Accounting or Taxation preferred.
  • Juris Doctorate preferred.

    • Experience

  • Nine (9) 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 highly preferred.
  • Prior experience with corporate taxation, consolidations, and partnerships preferred.

    • License / Certifications

  • CPA certification or other relevant certification preferred.

    • Software

  • Proficient in Microsoft Office Suite, specifically Excel and Word, preferred.
  • Exposure to 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 with focus on meeting project deadlines and details.
  • Ability to multi‑task while working independently or within a group.
  • 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 as needed.
  • Capacity to build and maintain strong relationships with internal and client personnel.
  • Ability to encourage a team environment and contribute to professional development of assigned personnel.
  • Executive presence and ability to act as primary contact on engagements.
  • Advanced knowledge of tax standards application to ensure efficient and effective delivery of services.
  • Advanced knowledge of sources of relevant information utilized in tax filings.
  • Advanced knowledge of cause / effect for taxable conditions on clients and potential tax issues.

    • Equal Opportunity Statement

    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. BDO USA, P.A. is an EO employer M / F / Veteran / Disability.

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