Senior Manager, State Tax Controversy and Planning

Fiserv•Milwaukee, WI

16d•Onsite

About The Position

Calling all innovators - find your future at Fiserv. We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv. Job Title Senior Manager, State Tax Controversy and Planning About your role: The Senior Manager, State Tax Controversy will lead the company’s state and local income/franchise tax audits, appeals and controversy matters across US state and local jurisdictions. This role requires deep technical knowledge of state income and franchise tax rules, the ability to interpret and defend complex tax positions, and strong project management skills. The Senior Manager will partner closely with internal tax, finance and legal teams, as well as external advisors, to efficiently resolve state tax issues and mitigate exposure. This role will support state tax planning strategies and is viewed as a value-added, trusted business advisor throughout the organization.

Requirements

8+ years of experience with a strong technical and applied knowledge base of State and Local (and US Federal) tax laws
8+ years of state and local tax experience
Strong technical knowledge of state income / franchise tax rules and audit procedures
Experience managing multiple state audits concurrently through resolution
Bachelor's of Science in Accounting or related degree

Nice To Haves

CPA, JD or MST preferred
8+ years of experience with managing State and Local audits
Big 4 Public Accounting experience or Fortune 500 multi-national company experience & CPA; Financial and/or technology industry experience

Responsibilities

Lead and manage state and local income / franchise tax audits, notices and inquiries from initial contact through resolution
Coordinate data requests, draft responses to IDRs and inquiries, and manage communications with tax authorities
Evaluate audit findings and identify opportunities to mitigate exposure through settlement
Partner closely with Federal and State compliance teams to ensure consistent application of tax positions
Collaborate with the domestic planning team to analyze audit trends, identify planning opportunities, and ensure alignment between controversy and planning positions
Partner with tax accounting and reporting teams to ensure accurate and timely recognition of audit reserves and adjustments
Maintain documentation of audit positions, correspondence, and settlements in accordance with internal controls and SOX requirements
Monitor and interpret state tax legislative and regulatory changes and assess their potential impact on the company
Lead process improvement initiatives to enhance efficiency and risk management within the controversy area

Benefits

Fuel Your Life program to support physical, financial, social, and emotional well-being
Paid holidays and generous time away policies
No-cost mental health support through Employee Assistance Programs
Living Proof program to recognize your peers’ extra effort with points used for rewards
Eight Employee Resource Groups to foster a collaborative culture
Unparalleled professional growth with training, development, and internal mobility opportunities
Retirement planning and discounted shares with the Employee Stock Purchase Plan
Medical, dental, vision, life, and disability insurance options available day one
Tuition assistance and reimbursement program
Paid parental, caregiver, and military leave