Tax Senior Manager | SALT - Financial Services - National Tax Office

CBIZ • Greenville, SC

1d • Remote

About The Position

Serve as a SALT subject matter expert for clients within the financial services industry, including asset managers, banks, insurance companies, private credit, fintech, and other financial institutions. Lead SALT compliance and consulting engagements addressing complex multistate tax issues unique to financial services organizations, including state and local income tax compliance reviews, income sourcing, apportionment, and nexus considerations. Advise clients on state tax implications of financial products, services, and revenue streams, including fee-based income, investment structures, and intercompany transactions. Provide technical guidance on state income/franchise, sales/use, and other indirect tax matters impacting financial institutions, including evolving regulatory and compliance expectations. Support clients in navigating state tax considerations related to emerging financial models, including fintech platforms, digital payments, and alternative investment structures. Conduct nexus and filing footprint analyses for multistate and highly regulated financial services organizations operating across jurisdictions. Assist with audit defense, controversy matters, and voluntary disclosures specific to financial services and institutional clients. Monitor and communicate developments in state taxation impacting financial institutions, and translate those changes into actionable client guidance. Partner with firm leadership to expand CBIZ’s SALT presence within the financial services sector, including identifying new service offerings and market opportunities.

Requirements

• Bachelor's degree required
• 8 years experience in public accounting or related field
• 5 years supervisory
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on business needs

Nice To Haves

• Experience providing SALT services to financial institutions or financial services clients (e.g., asset management, banking, insurance, private equity, hedge funds, fintech) in the New York Metro area
• Strong understanding of state tax rules impacting financial services, including apportionment methodologies, sourcing of receipts, and industry-specific nuances
• Experience advising on complex entity structures and investment vehicles common within financial services
• Familiarity with regulatory and reporting environments applicable to financial institutions and their state tax implications
• Exposure to emerging areas such as fintech, digital payments, and digital assets within a broader financial services context is a plus
• Proven ability to translate complex financial structures into practical SALT strategies and compliance solutions

Responsibilities

• Serve as a SALT subject matter expert for clients within the financial services industry, including asset managers, banks, insurance companies, private credit, fintech, and other financial institutions
• Lead SALT compliance and consulting engagements addressing complex multistate tax issues unique to financial services organizations, including state and local income tax compliance reviews, income sourcing, apportionment, and nexus considerations
• Advise clients on state tax implications of financial products, services, and revenue streams, including fee-based income, investment structures, and intercompany transactions
• Provide technical guidance on state income/franchise, sales/use, and other indirect tax matters impacting financial institutions, including evolving regulatory and compliance expectations
• Support clients in navigating state tax considerations related to emerging financial models, including fintech platforms, digital payments, and alternative investment structures
• Conduct nexus and filing footprint analyses for multistate and highly regulated financial services organizations operating across jurisdictions
• Assist with audit defense, controversy matters, and voluntary disclosures specific to financial services and institutional clients
• Monitor and communicate developments in state taxation impacting financial institutions, and translate those changes into actionable client guidance
• Partner with firm leadership to expand CBIZ’s SALT presence within the financial services sector, including identifying new service offerings and market opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Senior