Tax Senior, State and Local Tax - Property Tax

Job Summary:The STS Tax Senior, State and Local Tax - Property Tax applies industry knowledge and experience to clients by assisting in providing advice related to property tax implications of their business objectives, recommend alternate courses of action, as well as identify different methods of complying with tax regulations. Additional, the Property Tax Senior Associate is responsible for applying knowledge to understand potential tax issues, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, recognizing and communicating potential risks, identifying potential changes in the tax policy and applying new policies to tax compliance and assisting in handling routine questions from local or state agencies. This role also serves as the primary contact for clients, as needed, including but not limited to preparing and presenting presentations to clients and potential clients.This position requires involvement in the compliance processes throughout the annual property tax cycle for multiple client assignments.Personal property duties include data review, return preparation, assessment notice gathering, value review/appeal, informal settlement negotiations and tax bill processing.Real property duties include value review, informal settlement negotiations and formal value hearings.Job Duties:ResearchIdentifies when research is needed; frames issues to be researched; identifies sources of all information including information tending to contradict preferred positions, analyzes facts and authorities and reports the analysisDemonstrates an in-depth level of understanding of various tax authoritiesApplies firm and professional standards for preparation of property tax returnsDevelops and maintains relationships withstate and local assessment personnelTax ComplianceProvide exceptional client service to multi-state companies by working with a team to identify tax savings opportunities.Assist multi-state companies with state and local tax controversies, which includes preparing clients for discussions with auditors, representing the client at hearings and at appeal meetings, and preparing protestsResponds to client inquiries and request from tax authoritiesEnsures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdensTracks availability and filing requirements regarding client-related informationApplies tax compliance knowledge with a high degree of accuracy and efficiencyUtilizes knowledge of preparation and issues to price services and sell related servicesEnsures tax engagement letters are adopted prior to engagement work commencing, and manages engagementsConducts detailed reviews of tax returns, and identifies basic, complex and advanced issues throughout the engagementCommunicates with clients to gather information, when applicablePerforms other duties as assignedWorks with raw data to complete calculationsTax ConsultingDevelops, recommends and implements methods to maximize client benefits, especially by decreasing clients’ current and future taxesConsiders the applicability of all state tax consulting sub-specialties for each client, conferring with other STS consultants, when appropriateInterprets existing and new law and client facts to maximize benefitsInvolves other state tax sub-specialty subject matter experts, when appropriateApplies workplans for tax consulting projects performed for clientsDevelops consultative selling skillsAssists in managing client expectationsInforms Core Tax Services leadership of state tax opportunities for clientsTax ControversyReviews assessment noticesMonitors client expectations regarding issues of controversyPrepares valuation analysis for potential appealsProvides negotiation and appeal representation for clients with assessorsHandles routine questions fromlocal or state agencies with assistanceTax Related SoftwareUtilizesPTMS, One Source or other property tax management software systemsUtilizes tax research databases and other tax-related software in the completion of assigned tasks Trains STS SALT Property Tax staff on all current software toolsTax SpecializationDevelops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxationManages specialization services efficientlyInvolves and works with firm specialists when client and proposal work relates to areas in which the firm has specialistsOrganizes and conducts internal CPE training sessions in area of specializationStrategy DevelopmentIntroduces 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 benefitsReviews studies of tax implications, and offers client alternative courses of actionAssists with research of potential tax strategies as well as implementationUnderstands documentation associated with tax strategiesIdentifies and leverages lessons learned on prior projects, and provides improvement suggestionsProposes marketing approaches for new ideasDiscusses simple tax strategies with clientBuilds client relationships, marketing, networking and business developmentProvides technical client service to multi-state companies with state and local income and franchise tax issues including research, planning and controversy workAssists multi-state companies with state and local tax planning, consulting and negotiation of settlements Makes high-level decisions regarding filing and preparation, and handles questions from local and state agenciesEconomically and productively manages projects including billing and accounts receivable responsibilitiesEducates and advises professionals regarding state and local tax lawOther duties as requiredSupervisory Responsibilities:Acts as a mentor to and assists in the professional development of STS SALT Property Tax Associates and Interns, as appropriateProvides periodic performance feedback to and participates in the annual performance evaluation for STS SALT Property Tax Associates and Interns, as appropriateQualifications, Knowledge, Skills and Abilities:Education:Bachelor’s degree required, Accounting, Finance, Economics, Math or other related field, preferredMaster’s degree in Accounting, Taxation, Economics, Math or other related field, preferredExperience:Two (2) or more years of experience in property, state and local or multi-state tax, requiredPrior experience with property tax compliance and real property appeals, preferredLicense/Certifications:Property Tax Consultant License, preferred Software:Proficient in the use of Microsoft Office Suite, specifically Word, Excel, PowerPoint, Outlook, and the Internet navigation and research, requiredAbility to use standard tax applications and research tools, preferredLanguage:N/AOther Knowledge, Skills & Abilities:Excellent verbal and written communication skillsStrong analytical and research skills Solid organizational skills Ability to meet project deadlines with a focus on detailsAbility to successfully multi-task while working independently or within a group environmentCapable of building and maintaining strong relationships with internal and client personnelAdvanced knowledge of all tax return formsExcellent people development and delegation skillsAbility to encourage a team environment on engagementsExecutive presence and ability to act as primary contact on assigned engagementsBasic understanding of tax complianceAbility to successfully interact with professionals at all levelsWorking knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax servicesWorking knowledge of sources of relevant information utilized in tax filings Working knowledge of valuation and appraisal standards utilized in assessments Working knowledge and understanding of cause and effect for taxable conditions on clients and the potential tax issuesPossesses excellent decision-making skillsAbility to create written tax adviceBasic understanding of the ability to represent the client before any tax authority on contested issuesKnowledgeable in business personal property and real property assessments across the United StatesIndividual 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 - $131,250Maryland Range: $73,500 - $131,250NYC/Long Island/Westchester Range: $73,500 - $131,250Washington DC Range: $73,500 - $131,250Join 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 clientsEmpowering team members to explore their full potentialOur talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunitiesCelebrating ingenuity and innovation to transform our business and help our clients transform theirsFocus on resilience and sustainability to positively impact our people, clients, and communitiesBDO Total Rewards that encompass so much more than traditional “benefits.”Click here to find out more!*Benefits may be subject to eligibility requirements.Equal Opportunity Employer, including disability/vetsClick here to find out more!Full timePosting Date: 2026-03-24