State and Local Tax Practice Lead

Wolf & Company, P.C.•Boston, MA

21h•Hybrid

About The Position

Wolf is seeking an experienced State and Local Tax (SALT) Leader to join our growing and well-established national firm. This role seeks a driven and entrepreneurial tax professional who thrives in a collaborative peer environment, is motivated to build something meaningful, and leads teams with confidence, influence, and vision. A successful candidate should possess a deep knowledge of state and local income and sales tax laws and regulations to help assess our clients’ needs and recommend solutions that support their overall business objectives. As a SALT Practice Leader, your role will include the following responsibilities, which are focused on two core concepts: your technical expertise and your ability to deliver excellent quality client service.

Requirements

J.D. or CPA certification required
10+ years of tax experience
at least 6 years of State and Local Income and Sales Tax experience
Strong technical expertise in SALT compliance and consulting, including oversight and technical review of returns, complex tax matters, agency correspondence, and tax research
Demonstrated ability to think strategically and problem solve complex multistate tax issues using both creative and analytical approaches
Proven ability to self direct and effectively organize, prioritize, and manage multiple complex engagements and client relationships under tight deadlines
Outstanding leadership, mentoring, and interpersonal skills, with a demonstrated ability to develop staff and foster long term client relationships
Excellent analytical, organizational, and written and verbal communication skills
Ability to attract, expand, and develop profitable, sustainable client relationships

Responsibilities

Plan, execute, and deliver innovative state and local jurisdictional tax planning, consulting and compliance expertise to clients
Market the Firm’s state and local practice including development and publishing thought leadership
Work closely with business and personal services groups in reviewing multi-state returns and identifying client issues
Conduct tax research related to federal conformity, consolidated/unitary filing requirements, apportionment methodologies, domicile and other multi-state issues
Oversee and deliver voluntary disclosure engagements and representation before state tax authorities
Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
Ensure complete client satisfaction through open communication, managing expectations, meeting deadlines and proactively sharing tax saving strategies
Work closely with partners and staff on client management, professional development and business development activities
Manage, develop, train and mentor staff, including performance and engagement reviews
Audit Defense & Controversy Services: Lead and manage client representation before state and local tax authorities, including audits, appeals, voluntary disclosures, and administrative proceedings
Strategic SALT Leadership: Provide strategic leadership in the planning, execution, and delivery of complex state and local tax (SALT) planning, consulting, and compliance services across multiple industries and jurisdictions
Client Advisory & Risk Management: Serve as a trusted advisor to clients on sophisticated multistate tax matters, proactively identifying risks, opportunities, and innovative tax-saving strategies aligned with overall business objectives
Practice Leadership & Growth: Lead and grow the Firm’s SALT practice through business development, client relationship management, expansion of service offerings, and identification of cross selling opportunities across other practice areas
Thought Leadership & Market Presence: Actively enhance the Firm’s market presence by developing, publishing, and presenting thought leadership, including articles, webinars, client alerts, and conference presentations on emerging state and local tax trends and developments
Oversight of Regulatory Matters: Direct and oversee voluntary disclosure agreements (VDAs), state tax audits, appeals, and other regulatory matters to ensure technically sound, defensible, and favorable outcomes for clients
Sales and Use Tax Compliance & Consulting: Lead and oversee complex sales and use tax engagements, including return compliance, taxability analysis of products and services, exemption certificate management, and strategic audit defense advisory
Nexus Studies & Voluntary Disclosure Agreements: Direct nexus studies to evaluate multistate filing obligations and advise clients on voluntary disclosure strategies to manage risk and mitigate historical exposure
Income and Franchise Tax Compliance & Consulting: Provide consultative guidance on nexus, apportionment, and allocation methodologies for multistate operations.
Pass Through Entity Tax Consulting: Advise clients on state pass through entity tax regimes, including elective entity level taxes and related compliance and planning considerations (e.g., SALT cap workaround strategies)
Transaction & Restructuring Consulting: Lead state and local tax due diligence, structuring, and planning for mergers, acquisitions, reorganizations, and other strategic business transactions
Business Development & Practice Growth: Actively participate in business development efforts, including client origination, cross selling services, preparing proposals and presentations, responding to RFPs, and contributing to thought leadership and market facing initiatives