Tax Senior Manager, National Office (State & Local Tax)

Overview

This role focuses on State and Local Tax (SALT) apportionment, revenue sourcing, tax forecasting and planning, tax return review, and multistate tax research and optimization. Responsibilities include representing clients in tax controversies and providing tax engine consulting, training, and implementation.

Responsibilities

• Apportionment and revenue sourcing for income, business activity and indirect taxes
• State tax forecasting and tax planning, applying deep knowledge of tax law
• Coordinate the US State and Local income and franchise tax accrual process
• Manage State and Local tax return review
• Represent clients in tax controversies; implement state tax planning for corporations, individuals, and partnerships
• Provide tax engine consulting, optimization, training, and implementation for clients
• Focus areas include: income franchise taxes, business licenses, sales & use taxes, other transactional taxes, property taxes, and state credits and incentives
• Manage implementation and support preparation of thought leadership related to multistate income/sales tax legislation enacted
• Conduct multistate technical research to support filing positions
• Develop tools to help clients manage the tax compliance process more efficiently
• Make recommendations on business and process improvements related to SALT filings
• Deliver a full range of State and Local Tax services, including tax return preparation and review, tax research, preparation of technical memorandums, drafting client correspondence, and advising clients on defending against state audits
• Oversee multi-disciplinary, multi-state reviews to analyze income, franchise, sales and use, payroll, valorem taxes, and others to identify optimal filing options, exemptions, credits, incentives, and corporate structures that can reduce a client’s tax burden
• Manage, develop, train, and mentor staff on tax projects; assess performance for engagement and year-end reviews
• Staff development

Requirements

• Bachelor’s Degree in Accounting, Finance, or related field
• Qualified to practice before the IRS (i.e., Licensed Attorney, CPA, or EA)
• Minimum of 5 years of State and Local Tax experience with primary focus on income and franchise tax
• Minimum of 1 year in a managerial role involving clients and team members

Preferred Qualifications

• Master’s Degree in Accounting, Taxation, or Juris Doctor
• Public accounting experience, preferably with a Big 4 or national firm
• Familiarity with Power BI, Alteryx, OneSource, GoSystems, or comparable tax technology platforms

Compensation & Benefits

The employer offers:

• Medical, dental, vision
• Generous PTO plan and paid sick time
• Flexible work arrangements
• 401K with Profit Sharing
• Wellness program
• Generous parental leave
• 11 paid holidays

Location

• For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
• For individuals who would be working within the City of Los Angeles, the employer will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.