Tax Director - SALT [State & Local Tax]

Overview

This position supports the organization’s National Tax Team and the broader tax practice within the SALT team. The role coordinates with core Tax Practice leadership and provides consulting support across state tax return reviews, audit defense/controversy, nexus studies, apportionment reviews, restructurings, merger/acquisition situations, and related SALT consulting services.

This is a remote role. Remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.

Responsibilities

• Coordinate with core Tax Practice (TP) leadership, with SALT team support, to present and implement 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 derive planning ideas to be marketed to TP clients and prospects
• Maintain a running log of SALT opportunities and issues on clients where time is spent acting in a compliance review/outsourcing capacity (serve as the “eyes & ears” of the SALT group at these clients)
  • Drive consulting services to TP clients
  • Reduce risk and enhance quality
• Take a leadership role with regular interaction involving:
  • Clients
  • Engagement team members
  • SALT compliance and consulting engagements and proposals
• Build TP state tax teams for both consulting and compliance-related engagements and opportunities
  • Reinforce a collaborative, can-do, quality-focused environment
• Lead and collaborate on thought leadership activities (e.g., webinars and seminars) while staying results focused on assisting internal and external clients with their business goals

Requirements

• 10 - 15+ years of public accounting experience (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 C corporation, S corporation, and pass through entity clients
• Prior involvement and working knowledge of state & local tax planning initiatives, including nexus studies, restructurings, apportionment reviews, and M&A
• Solid organizational skills and demonstrated ability to multi-task
• Excellent communication and presentation skills (verbal and written)

Preferred Qualifications

• CCH Intelliconnect experience (preferred)

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 (not required to perform job duties within proximity of an office location)
• Scheduled in-person presence may be required for client work, team meetings, or trainings with advance notice