Tax Senior Manager, Direct SALT Funds
About The Position
As a Senior Manager on our State & Local Tax (SALT) team, you will lead complex direct tax (income/franchise) engagements for investment funds, private equity, hedge funds, and asset management clients. You’ll serve as a trusted advisor on multi-state tax matters, delivering strategic compliance, consulting, and structuring solutions with a strong emphasis on New York state taxation and Tri-State tax matters. This role involves leading strategic SALT consulting and planning initiatives, driving technical analysis from structuring through compliance, and serving as a trusted advisor and thought leader in the direct tax space, while mentoring team members and contributing to practice growth.
Requirements
- CPA, EA or JD.
- Bachelor's degree in Accounting, Finance, or related field.
- 8+ years of progressive SALT experience with a strong focus on direct (income/franchise) tax —not Sales & Use.
- New York state tax expertise.
- Proficiency in tax research tools and Microsoft Office.
- Eligibility to work in the U.S. without sponsorship.
Nice To Haves
- Experience advising investment companies, funds, or complex entity structures strongly preferred.
- Background at a Big 4 or large public accounting firm preferred.
- Proven leadership, communication, and client management skills.
- Interest in business development and growing a SALT practice.
Responsibilities
- Lead and manage complex state income and franchise tax consulting and compliance engagements, including multi-state apportionment, nexus analysis, and entity structuring.
- Advise on state tax implications for investment partnerships, funds, and management company structures.
- Develop and implement state income tax planning strategies, including pass-through entity (PTE) tax elections, credit and incentive analysis, and state-specific filing positions.
- Serve as a technical subject matter expert on direct SALT matters, with a particular emphasis on New York state tax.
- Monitor legislative and regulatory developments across key jurisdictions and provide strategic guidance to clients and internal teams.
- Serve as primary relationship lead for SALT engagements, delivering proactive, high-quality consulting and planning advice.
- Build trusted-advisor relationships by understanding clients' operations, structures, and state tax risk areas.
- Provide clear, actionable recommendations on complex multi-state issues tailored to each client's business.
- Collaborate across service lines—including federal tax, funds, and M&A teams—for seamless, integrated service delivery.
- Review work of managers, seniors, and staff; provide coaching, feedback, and technical guidance.
- Mentor and develop team members to build the next generation of SALT leaders.
- Foster a collaborative, high-performance team environment.
- Contribute to business development and help grow the firm's direct SALT practice.
Benefits
- time off outside of your standard PTO to give back to the community
- annual discretionary merit increases and bonuses
- talent development resources to tap into growth opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Senior
