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. As a Senior Manager on our SALT team, you will take ownership of complex state income tax engagements for investment companies, management companies, and other sophisticated client structures. In this role, you will lead strategic SALT consulting and planning initiatives, drive technical analysis from structuring through compliance, and serve 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 required.
- 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 required.
- 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 (required).
- 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
