Tax Senior Manager, State and Local Tax
About The Position
The Tax Senior Manager, State and Local Tax advises clients on the tax implications of business objectives, recommends alternative courses of action, and identifies ways to comply with tax regulations. The role supports clients and Core Tax Partners, Directors, and Senior Managers with state and local tax expertise, while recognizing and applying changes in tax policy. The position also contributes to marketing, networking, and business development in its area of specialization. The role manages state and local tax research, compliance, consulting, controversy, and strategy work. It serves multi-state companies, prepares and reviews tax-related documentation and workpapers, supports audits and examinations, and represents clients before tax authorities. The Senior Manager supervises SALT Managers, Senior Associates, Associates, and Interns on assigned engagements, reviews their work, provides feedback and career guidance, and supports their professional development.
Requirements
- Bachelor’s degree in Accounting or another relevant field.
- At least eight years of prior state and local or multistate tax experience.
- Prior experience supervising tax professionals on a project or engagement basis.
- Excellent oral and written communication skills.
- Strong analytical and research skills.
- Solid organizational skills, attention to detail, and ability to meet project deadlines.
- Ability to multitask and work independently or as part of a group in a deadline-driven environment.
- Ability to manage a team of tax professionals and delegate work assignments.
- Ability to build and maintain relationships with internal and client personnel and interact effectively with professionals at all levels.
- Ability to encourage teamwork and contribute to assigned personnel’s professional development.
- Executive presence and ability to serve as the primary contact on assigned engagements.
- Advanced knowledge of applying tax standards, sources of tax filing information, and the causes and effects of clients’ taxable conditions and potential tax issues.
Nice To Haves
- Master’s degree in Accounting or Taxation, or a J.D.
- Prior experience preparing and/or reviewing tax provisions.
- Prior experience with corporate taxation, consolidations, and partnerships.
- CPA certification or another relevant certification.
- Proficiency in Microsoft Office, particularly Excel and Word.
- Exposure to and familiarity with standard tax applications and research tools.
Responsibilities
- Identify complex tax situations requiring research, outline the issues and appropriate research sources, analyze findings, and prepare detailed research reports.
- Develop relationships with in-state and out-of-state Department of Tax and Department of Revenue personnel.
- Review tax returns and identify significant state tax issues; draft responses to notices from state taxing authorities and assist with examination support.
- Draft tax memorandums, opinions, and other documentation; apply state tax consulting specialties and consult with other tax professionals as appropriate.
- Determine tax planning processes, ensure engagement letters are adopted before work begins, manage engagements and client expectations, and assist with consultative selling strategies.
- Represent clients before tax authorities on contested issues; negotiate settlements and voluntary disclosure agreements and represent clients in state tax audits.
- Provide technical state and local tax services to multi-state companies and prepare technical memoranda on state and local tax issues.
- Use GoSystems, tax research databases, and other tax-related software to complete assigned work.
- Prepare tax accrual workpapers and apply relevant industry standards, firm policies, and Tax Quality Manual requirements related to FAS 109, FIN 48, and FAS 5 for sales tax and unclaimed property.
- Review studies of tax implications, identify alternative courses of action, research potential tax strategies, develop ideas that benefit clients or the firm, and suggest approaches for acquiring new clients.
- Supervise the day-to-day workload of SALT Managers, Senior Associates, Associates, and Interns on assigned engagements and review their work product.
- Train team members on relevant tax software; evaluate performance, set development goals, deliver feedback, complete performance evaluations, and act as a career advisor as appropriate.
- Perform other duties as required.
Benefits
- Employee Stock Ownership Plan (ESOP) participation and beneficial ownership stake in the firm.
- Comprehensive compensation and Total Rewards benefits offerings; benefits may be subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
