Position Summary
The SALT Tax Manager will oversee state and local tax compliance and consulting engagements for a diverse client base across multiple industries. This role requires strong technical expertise in multistate tax issues, engagement management skills, and the ability to mentor and develop staff while serving as a trusted advisor to clients on state and local tax matters.
Key Responsibilities
- Manage state and local tax compliance engagements, including multistate income/franchise tax, sales and use tax, and gross receipts tax filings
- Advise clients on nexus determination, apportionment methodologies, and state tax filing positions across multiple jurisdictions
- Manage engagements involving state tax planning, including entity structuring, state tax credits and incentives, and voluntary disclosure agreements
- Research and analyze complex state and local tax issues, preparing technical memoranda and client-ready deliverables
- Review state tax provisions (ASC 740) and related workpapers for accuracy and completeness
- Manage state tax audits and notices, including responding to information requests and negotiating with state taxing authorities
- Review work prepared by staff and senior associates, providing coaching, technical guidance, and constructive feedback
- Manage client relationships, serving as a primary point of contact for SALT matters and identifying opportunities for additional services
- Monitor changes in state and local tax law and regulations, assessing impact on client engagements
- Manage engagement budgets, timelines, and staffing, ensuring efficient and profitable engagement delivery
- Support business development efforts, including proposal preparation and participation in networking and firm marketing initiatives
- Assist with due diligence engagements related to M&A transactions, identifying state tax exposure and opportunities
- Contribute to firm training programs and technical development of SALT staff
Qualifications
- Bachelor's degree in Accounting, Finance, or related field required; Master's in Taxation preferred
- CPA required
- 5-8+ years of progressive tax experience, with a strong focus on state and local tax within public accounting
- Strong technical knowledge of multistate income/franchise tax, sales and use tax, and nexus principles
- Experience managing state tax compliance engagements and multistate filings
- Prior experience supervising and developing staff and senior associates
- Strong research, writing, and analytical skills, with the ability to communicate complex tax concepts clearly to clients and colleagues
- Proficiency with tax research software (BNA, CCH, Checkpoint) and tax preparation/compliance software (GoSystem, CCH Axcess, Vertex, or similar)
- Excellent client relationship management and business development skills
Preferred Attributes
- Big 4 or national/regional public accounting firm background
- Experience with sales and use tax automation software (Avalara, Vertex, or similar)
- Experience supporting state tax due diligence for M&A transactions
- Track record of contributing to business development and growing a book of business