Tax Manager - State and Local Tax
About The Position
This role serves as a resource for a wide range of multistate sales and use tax matters, including FAS 5, reverse audits, tax planning, consulting, compliance, automation, mergers and acquisitions, controversy, and audit defense. The position involves delivering a full range of multi-state and local tax consulting services, addressing various issues in income, franchise, capital stock, license, and gross receipts taxes. Responsibilities include conducting primary and secondary reviews of complex state and local returns, identifying opportunities to minimize clients' multi-state tax burden, and providing analysis and modeling of structuring alternatives. The role requires researching complex state and local tax issues using various authorities and leading client engagements with a focus on high-value tax advice. Additionally, the position involves developing staff through mentorship and feedback, preparing transaction work for complex client situations, and actively participating in business development by seeking new clients and following through on leads. Fostering a positive work environment is also a key aspect of the role.
Requirements
- Strong technical and analytical skills in state and local taxation
- Ability to manage deadlines and meet time constraints in a fast‑paced environment
- A relationship‑focused mindset with a passion for helping clients achieve their goals
- Desire to coach and develop tax associates through knowledge sharing
- Professional, inclusive demeanor that contributes to a positive team culture
- Willingness to support business development efforts
- 5+ years of experience in public accounting, tax consulting, or similar, with a focus on state and local tax clients
- 3+ years of direct state and local tax experience
- Bachelor’s degree in accounting
- Active CPA license
- Working knowledge of Microsoft Office and tax preparation software
Responsibilities
- Serve as a resource in a wide range of multistate sales and use tax matters, including FAS 5, reverse audits, tax planning, consulting, compliance, automation, mergers and acquisitions, controversy, and audit defense.
- Deliver a full range of multi-state and local tax consulting services, addressing various issues in the area of income, franchise, capital stock, license, and gross receipts taxes.
- Conduct primary and secondary review of complicated or complex state and local returns.
- Identify opportunities to minimize clients' multi-state tax burden through optimal filing methods, exemptions, credits/incentives, structuring alternatives, etc.
- Provide analysis and modeling of structuring alternatives.
- Research complex state and local tax issues using state statutes, regulations, case law, and other relevant authorities/guidance.
- Lead and manage the business relationship of complex engagements with a focus on high-value, quality tax advice, and seek to expand services to clients.
- Participate in the development of staff through one-on-one teachable moments and offering feedback on a regular basis.
- Prepare transaction work for complex client situations.
- Actively participate in the generation of additional business by seeking out new clients and follow-through with leads.
- Contribute to and foster a positive work environment.
Benefits
- A large variety of client industries, allowing for diverse day‑to‑day tax projects
- Opportunities to build close, trusted relationships with clients
- An open environment that encourages new ideas and innovative methodologies
- Ongoing professional development and continuing education programs
- Access to multiple niche service and industry teams aligned with your interests
- A supportive, collaborative team environment
- A flexible work environment designed to support your professional and personal goals
- Opportunities for community involvement and impact
- Comprehensive medical, dental, and vision coverage
- 401K, HSA, and FSA
- Eligibility for an annual performance bonus
- Disability and life assurance
- Generous Paid Time Off and Paid Care Leave
- Additional Programs and resources to support you and your family
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What This Job Offers
Job Type
Full-time
Career Level
Manager
