Overview
This role supports the organization’s National Tax practice on the State and Local Tax (SALT) team. The position is hybrid, with most professionals located within a commutable distance to an office. This particular role is considered remote, meaning day-to-day duties do not require working within proximity of an office location. Remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.
Responsibilities
- Coordinate with the core Tax Practice (TP), with SALT team support, on presenting and implementing consulting opportunities, including:
- state tax return reviews
- audit defense/controversy
- nexus studies
- apportionment reviews
- restructurings
- merger/acquisition situations
- other TP-related SALT consulting services
- Perform daily SALT tax technical reading to help derive planning ideas to be marketed to TP clients and prospects.
- Maintain a running log of SALT opportunities and issues on client work where time is spent acting in a compliance review/outsourcing context (serve as the “eyes & ears” of the SALT group at those clients).
- Goal: drive consulting services to TP clients, reduce risk, and enhance quality across work.
- Provide leadership and maintain regular interaction with clients and engagement team members regarding SALT compliance and consulting engagements, as well as proposals.
- Build TP state tax teams for both consulting and compliance-related engagements and opportunities, reinforcing a collaborative, can-do, quality-focused environment.
Requirements
- 10–15+ years of public accounting experience, with at least 10 years in SALT consulting and/or compliance
- CPA, CMI, or JD required
- Working proficiency in federal & state tax compliance
- Minimum of 10 years of state tax technical research skills (e.g., BNA Bloomberg, RIA Checkpoint, CCH)
- CCH Intelliconnect preferred
- Business writing skills, including 2–3 years of experience writing technical memorandums and client proposals
- At least 7 years of state tax compliance and consulting experience working with C corporation, S corporation, and pass-through entity clients
- Prior involvement and working knowledge of state & local tax planning initiatives such as:
- nexus studies
- restructurings
- apportionment reviews
- M&A
- Solid organizational skills with demonstrated ability to multi-task
- Excellent communication and presentation skills (verbal and written)
Preferred Qualifications
- None listed beyond the requirements.
Compensation & Benefits
The organization offers a Total Rewards package that includes:
- generous PTO
- flexible work environment
- expanded parental leave
- extensive learning & development
- paid time off for employees to volunteer
Location
Remote position. While remote, scheduled notice may require presence at an office for client work, team meetings, or trainings.