Indirect Tax Automation Senior Associate, SALT at BDO USA Experienced Career Site

Charlotte, North Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

01 Jun, 26

Salary

0.0

Posted On

03 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Indirect Tax Automation, Tax Technical Knowledge, Solution Implementation, Tax Consulting, Vertex, Onesource Indirect Tax Determination, AvaTax, SOVOS, ERP Systems, Sales and Use Tax, International VAT, Risk Communication, Client Relationship Management, Project Management, Analytical Skills, Research Skills

Industry

Accounting

Description

Job Summary: The Senior Associate, SALT ITA (Indirect Tax Automation) assists clients by providing advice and services related to the implementation of indirect tax software solutions. The ITA Senior applies her/his business experience and tax technical knowledge to address the client’s business objectives related to automation and any associated tax implications. The ITA Senior is responsible for identifying different methods of complying with tax regulations and recommending a course of action that meets the identified business objectives. Additional responsibilities include applying knowledge to understand potential tax issues and how to automate these needs, evaluate and select alternative solutions to lessen tax burden and cost of compliance, recognize and communicate potential risks, identify potential changes in the tax policy and apply new policies and solutions to tax compliance. This role also serves as primary contact for our clients, as needed, including but not limited to preparing and delivering presentations to clients and potential clients. Job Duties: Solution Research: * Identifies when research is needed to resolve solution issues; frames issues to be researched; analyzes facts; adequately tests the proposed solution; and reports the results * Demonstrates an in-depth level of understanding of various support documentation and resources available * Applies firm and professional standards for preparation of supporting research * Develops and maintains relationships with various indirect tax software vendors; understands how to access and leverage software vendor resources Solution Consulting: * Consults on client business requirements for implementing U.S. sales and use tax processes, International VAT processes, and system solutions * Develops, recommends, and implements methods to maximize client benefits through automated solutions, especially by decreasing clients’ current and future tax management processes and tax burden * Considers the applicability of all state tax consulting sub-specialties for each client, conferring with other tax consultants, when appropriate * Involves other state tax sub-specialty subject matter experts, when appropriate * Applies workplans for automated tax solution projects performed for clients * Develops consultative selling skills * Assists in managing client expectations * Communicates with clients to gather information when applicable * Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements Solution Implementation: * Provides client-facing service to our customers relative to their indirect tax automation needs, including transactional business requirements analysis, tax function optimization, and tax systems implementation * Communicates on indirect tax matters with client cross-functional teams such as tax, information technology, procurement, order management/billing, and other related teams * Leads testing, troubleshooting and error resolution relative to ERP and tax system solutions * Prepares and leads tax technology training sessions aimed at internal and external teams * Provides hyper-care as needed by our clients during normal and off-hours * Provides support for marketing and business development (e.g. assist in preparation of customer proposals) * Assists with engagement administration and client billings * Manages implementation services efficiently Strategy Development: * Introduces and develops new or improved ideas to advance the position of clients, the firm, or firm personnel by reducing taxes or expenses or providing non-tax benefits. * Reviews tax solution implications and offers client alternative courses of action * Assists with research of potential tax solution strategies as well as implementation * Understands documentation associated with tax solution strategies * Identifies and leverages lessons learned on prior projects and offers input on how to improve * Suggests marketing approaches for new ideas * Discusses simple tax solution strategies with client * Builds client relationships, marketing, networking and business development * Economically and productively manages projects including billing and accounts receivable responsibilities * Involves and works with firm specialists when client and proposal work relate to areas in which the firm has specialists * Organizes and conducts internal CPE training sessions in area of specialization Other duties as required Supervisory Responsibilities: * Supervises work assignments of tax SALT ITA Associates, as appropriate * Provides periodic performance feedback to and participates in the annual performance evaluation for tax SALT ITA Associates, as appropriate * Acts as a mentor to and assists in the professional development of tax SALT Associates, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor’s degree, required * Master’s degree in Accounting/Taxation or CS/MIS, preferred Experience: * The ideal candidate will have a mix of software automation and tax technical experience, as addressed below (note that certain items are required) Software Automation Experience: * Two (2) or more years of state and local/multistate experience implementing indirect tax software solutions such as Vertex (Series L, Q and/or O), Vertex Returns, Onesource Indirect Tax Determination, AvaTax, SOVOS (formerly Taxware), required * Two (2) years of experience with ERP systems such as Microsoft, Oracle, PeopleSoft, or SAP relative to the indirect tax function, preferred * Experience with development languages such as Visual Basic, C#, Java, and SQL, preferred Tax Technical Experience: * Three (3) or more years of experience with state and local indirect taxes, preferred * Experience with the preparation and filing of indirect tax refund claims, and defending the claims in front of state and local tax authorities, preferred * Experience with state and local tax audit defense services, including meeting and presenting to state and local tax authorities, preferred * Experience analyzing and applying research related to state and local tax laws and regulations, including applying rules and regulations to client fact patterns, analyzing facts and circumstances, and preparing and communicating SALT advice on specific tax research topic, preferred * Knowledge and practical experience related to state and local tax nexus rules, preferred * Knowledge and practical experience related to state and local tax registrations, preferred License/Certifications: * Tax software vendor certified (or plans to become certified within one year) or other acceptable qualifications such as CMI, CPA, etc., preferred Software: * Proficient in MS Office applications such as Microsoft Excel, Access, PowerPoint, and Visio, preferred Other Knowledge, Skills & Abilities: * Excellent verbal and written communication skills * Strong analytical and research skills * Solid organizational skills * 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 provide support to the project management function * Ability to travel from time to time for project work * Capable of building and maintaining strong relationships with internal and client personnel * Excellent people development and delegation skills * Ability to encourage a team environment on engagements * Executive presence and ability to act as primary contact on assigned engagements * Basic understanding of tax compliance * Good understanding of key indirect tax processes and data drivers across multiple industry segments such as energy, healthcare, retail, hospitality, manufacturing, etc. * Understanding of indirect tax compliance procedures, including managing data used for monthly/quarterly/annual compliance and required filing of indirect tax returns * Working knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services * Working knowledge of sources of relevant information utilized in designing automated solutions * Working knowledge and understanding of cause and effect for taxable conditions on clients and the potential tax issues * Possesses excellent decision-making skills * Ability to successfully interact with professionals at all levels * Ability to create functional/technical documentation in support of automated solutions 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: $73,500 - $131,250 Maryland Range: $73,500 - $131,250 NYC/Long Island/Westchester Range: $73,500 - $131,250 Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: * 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 Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more! [https://www.bdo.com/getmedia/792cf457-f43e-4bb7-a937-a0f8d55f6ecb/BDO-Benefits-Brochure.pdf] *Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more! [https://protect-us.mimecast.com/s/US5qCDkoYJC5g3L6SWPvmU?domain=nam12.safelinks.protection.outlook.com]

Responsibilities

The Senior Associate assists clients by providing advice and services related to the implementation of indirect tax software solutions, applying business experience and tax technical knowledge to meet automation objectives. Key duties involve researching solutions, consulting on tax processes, leading implementation, and developing strategies to reduce client tax burdens and compliance costs.