Senior Manager, Income & Franchise

Overview

The organization is seeking a Senior Manager to join its Direct Tax team. This role supports a full range of tax planning, consulting, and compliance services focused on corporate state/local tax matters for multistate and transaction-based needs.

Responsibilities

• Work with the multistate income tax consulting team to support internal teams and external clients with corporate state/local tax matters, including conformity, apportionment, nexus, unity, application of NOLs and credits, and fed-state tax differences
• Provide state and local income/franchise tax support on transactions, including buy-side and sell-side due diligence and post-acquisition integration
• Assist with controversies, refund claims, multistate planning, organizational structure optimization, and other general consulting
• Quantify historical state tax exposure and support remediation, including voluntary disclosure agreements (VDAs) and amended returns
• Draft memorandums, refund claims, protests, appeals, and IDR responses to state auditors
• Support state and local income tax provisions under ASC 740, including uncertain tax positions, deferred items, and related financial statement disclosures
• Review state income and franchise tax returns for compliance and refund review
• Review state estimated payments to identify cash preservation opportunities and exposure
• Provide consulting for state/local franchise taxes (e.g., gross receipts and capital-based taxes)
• Advise pass-through entities and their owners on state pass-through entity tax (PTET) elections, including related apportionment and owner-level filing implications
• Monitor risk and financial performance of engagements, including billing, collections, and project budgets
• Develop and manage client relationships by understanding business operations and tailoring services to client needs
• Identify credits and incentives opportunities, including statutory and negotiated incentives
• Lead engagement workflow and manage project delivery to ensure technical accuracy and high-quality work is completed on time, within budget, and in line with client expectations and statutory requirements
• Leverage tax technology and data analytics tools to improve accuracy and efficiency of state tax compliance and reporting
• Mentor and develop other professionals within a collaborative team environment
• Research and stay current on changes in the profession and state tax laws

Qualifications & Requirements

• 6 years or more of recent experience performing tax research, reviewing state income tax returns, and providing technical guidance on multi-state income tax issues
• Bachelor’s degree from an accredited college/university
• Licensed CPA or EA in their home office state
• Motivated, quick learner with strong compliance, communication, management, and tax research skills, as well as demonstrated professionalism
• Ability to work a hybrid schedule with a minimum of two days per week in office is preferred

Preferred Qualifications

• Experience supporting and leading multistate state/local income and franchise tax engagements, including transaction and controversy work

Compensation & Benefits

• Estimated salary range for this Senior Manager level role: $175,000 to $ $205,000
• Benefits include: medical, dental, 401(k), pension, and equity programs

Location

Remote or Hybrid from any of the following office locations:

• Irvine, CA
• San Diego, CA
• Lake Oswego, OR
• Las Vegas, NV
• Seattle, WA