bdo internationalDallas, TX
Tax Senior Manager, State and Local Tax - Credits & Incentives
Tax Senior Manager, State and Local Tax - Credits & Incentives
Administrative Management and General Management Consulting ServicesOffices of Certified Public AccountantsTax Preparation Services
Apply for this role (opens in a new tab)Overview:
In this role you guide clients on credit and incentive opportunities aligned with their objectives, offering compliant and innovative approaches. You’ll collaborate with Core Tax Principals and Directors to bring SALT credits expertise to clients while building your regional network. You will assess complex incentive scenarios, influence strategy, and help clients maximize credits within multi-state environments. This position combines technical tax insight with leadership and business development in a client‑facing, growth‑minded firm. Compensation / Benefits ESOP participation Total Rewards benefits career development opportunities strong client service culture growth and advancement work-life balance programs
Responsibilities:
Identify complex credits and incentives scenarios and outline research needs Analyze research findings and prepare a credits & incentives opportunities matrix Develop relationships with DOT/DOR and Economic Development personnel Lead detailed reviews of income tax returns to identify significant credit opportunities Evaluate and optimize client compliance processes for credits & incentives reporting Draft memorandums and other documentation on credits & incentives issues Review client operations to identify jurisdictions with credits & incentives Ensure engagement letters are adopted and manage engagements Develop consultative credits & incentives strategies and manage client expectations Represent clients before state tax authorities on credits & incentives issues Utilize credits & incentives databases and related software for task execution Provide technical client service on multi-state credits & incentives matters Draft technical memoranda on credits & incentives issues Study credits & incentives opportunities and develop alternative action plans Suggest marketing approaches for new client acquisition Perform other duties as required Supervise SALT Senior Associates and Associates, training on tax software Evaluate and develop goals for staff and deliver performance feedback Act as Career Advisor for SALT staff
Key requirements:
Eight (8) or more years of SALT credits & incentives experience (state and multistate) CPA certification or other relevant certification Mastery of Microsoft Office (Excel, Word) and familiarity with tax applications and research tools Experience supervising tax professionals on projects or engagements Experience preparing and/or reviewing tax provisions (preferred) Strong verbal and written communication, analytical, and research skills Ability to manage multiple projects in deadline-driven environments Capability to lead a team and build client relationships excellent communication strong analytical thinking organizational excellence credits & incentives tax expertise tax research and provision concepts research databases for credits & incentives
Also on the board Same function, level within a rung
Level
Lead
Location
Dallas, TX
Occupation
Tax Preparers
Industry
Administrative Management and General Management Consulting Services
Posted
today