Manager State and Local Tax

Overview

This role involves managing state income tax provision and compliance activities for a set of companies and supporting broader tax accounting, planning, and audit readiness. The Tax Manager – State will ensure technical accuracy, meet internal and external quarterly and annual reporting deadlines, and monitor proposed and enacted state tax legislation. The position also supports process improvements through efficiencies and automation, and collaborates with internal stakeholders to ensure state tax impacts are appropriately captured.

Responsibilities

• Manage the State income tax provision process to ensure technical accuracy and adherence to internal and external quarterly and annual reporting deadlines.
  • Review blended tax rate calculations, state tax provision, taxes payable/receivable, uncertain tax positions, return-to-provision adjustments, state-specific deferred taxes, and valuation allowance needs.
• Monitor and analyze proposed and enacted state tax legislation.
  • Model financial impacts on effective tax rate (ETR) and cash flow.
  • Provide proactive recommendations to leadership and identify process changes needed due to legislation.
• Design and adhere to compliance with key SOX controls related to US tax accounting for all state and local tax items.
• Manage and ensure technical accuracy of corporate and partnership State tax returns and estimated payments.
• Review and assist with investigating and resolving state tax notices and audits and support favorable outcomes.
• Perform regular reviews of apportionment factors and nexus footprints across all states.
• Identify and implement planning opportunities to optimize state tax liability.
• Liaise with other corporate departments and operating companies to ensure tax effects of transactions and developments are appropriately captured in the State income tax provision and return.
• Improve the tax function to control risk and facilitate better decision-making by increasing efficiencies and implementing automations using digitization tools to reduce hours and optimize processes.
• Resolve issues that prevent the team from working effectively and efficiently.
• Manage and balance viewpoints to build consensus and drive positive outcomes.
• Contribute to and help implement State tax strategies to limit risk and increase post-tax profits.
• Assist with determining State tax implications of planning strategies and transactions.
• Research complex tax issues, document findings, form an opinion/conclusion, and provide meaningful recommendations.
• Explain and present technical tax issues to senior management within the department.
• Manage direct and indirect reports to ensure timely completion of work and appropriate workload distribution, including determining resource requirements.
• Utilize tax and data tools including OneSource Tax Provision, OneSource Income Tax, and Alteryx.
• Assist with accounts payable and billing tracking related to tax consultants.
• Coordinate with outside service providers and track project status to confirm accurate and timely completion of tax deliverables, escalating and resolving issues as needed.

Requirements

• Must be 18 years of age or older.
• Authorization to work in the United States for this company.
• Bachelor’s degree with an accounting major; Masters in Tax is a plus.
• CPA license preferred.
• Minimum of 5+ years relevant work experience with strong understanding of tax accounting (Federal and State) and state tax compliance rules and processes for publicly traded corporations.
• Proficiency in Microsoft Office; advanced experience in Microsoft Excel using formulas and functions.
• In-depth experience using tax research platforms such as CCH, BNA, etc.
• Ability to work nights, weekends, and travel (up-to 10%) when necessary.
• Working knowledge of OneSource Tax Provision and Income Tax is a plus.
• Experience with SAP, Alteryx, and AI systems is a plus.

Preferred Qualifications

• Thorough knowledge of the tax issues facing publicly traded US companies, especially tax accounting, tax compliance, and tax planning from both a Federal and State perspective.
• Deep expertise in ASC 740, including state income tax provision, state payable/receivable, state deferreds, valuation allowance assessments, and accounting for uncertain tax positions (FIN 48).
• Comprehensive technical skills in corporate and partnership tax planning and compliance, including tax provision preparation, audit, and review from both Federal and State and Local Tax perspectives.
• Considerable experience identifying and addressing corporate tax needs from a state and local tax perspective.
• Ability to handle ambiguous and unstructured problems, including devising a path to completion and achieving set goals.

Compensation & Benefits

• Weekly paychecks
• Paid time off, parental leave, and holidays
• Insurance (including medical, prescription drug, dental, vision, disability, life insurance)
• 401(k) with company match
• Stock purchase plan
• Education reimbursement
• Legal insurance
• Discounts on gym memberships, pet insurance, and much more

Location

United States (domestic travel up to 10% when necessary)