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

Overview

This role focuses on State and Local Tax (SALT) services, including income and franchise tax planning, forecasting, compliance, and controversy support. Responsibilities span research, client advisory, multistate reviews, and staff leadership across multiple tax areas.

Responsibilities

• Apportionment and revenue sourcing for income, business activity and indirect taxes
• Provide state tax forecasting and tax planning, with 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
• Deliver tax engine consulting, optimization, training, and implementation for clients
• Focus areas may include: income franchise taxes, business licenses, sales & use taxes, other transactional taxes, property taxes, and state credits and incentives
• Manage implementation and support the 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
• Recommend business and process improvements related to SALT filings
• Provide a full range of State and Local Tax services, including:
  • Tax return preparation and review
  • Tax research
  • Preparation of technical memorandums
  • Drafting client correspondence
  • Counseling clients in 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 and incentives, and corporate structures that can reduce the client’s tax burden
• Manage, develop, train, and mentor staff on tax projects, including assessing performance for engagement and year-end reviews

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 years 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

• 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

• San Francisco (for positions based in San Francisco, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration consistent with the SF Fair Chance Ordinance)
• City of Los Angeles (for work within the City of Los Angeles, all qualified applicants—including those with criminal histories—will be considered in a manner consistent with applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance)