Lead and oversee multistate income and franchise tax engagements, delivering strategic, high quality client solutions
Serve as a trusted advisor to clients on state tax planning, compliance, and controversy matters
Build and strengthen client relationships through proactive communication, responsiveness, and thought leadership
Guide apportionment, revenue sourcing, and tax forecasting across income, business activity, and indirect taxes
Conduct and oversee multistate tax research to support positions and identify planning opportunities
Develop tools, process improvements, and technology driven solutions including tax engines, automation, and analytics to enhance client efficiency
Monitor and implement strategies in response to new state and local tax legislation
Manage, develop, and mentor SALT professionals by providing coaching, feedback, and growth opportunities
Lead multiple client service teams to plan, execute, and deliver tax projects on time and within budget
Foster a culture of excellence, innovation, and client centered service

Bachelor’s Degree in Accounting, Finance, or related field
Qualified to practice before the IRS (i.e. Licensed Attorney, CPA, or EA)
Minimum of 10 years of State and Local Tax experience with deep expertise in income and franchise tax
Minimum of 5 years in a managerial role involving clients and team members
Proven ability to generate leads, build relationships, and secure clients
Master’s Degree in Accounting, Taxation, or Juris Doctor (preferred)
Public accounting experience, preferably with a Big 4 or national firm
Familiarity with Power BI, Alteryx, OneSource, GoSystems, or comparable tax technology platforms

Tax Director – SALT, Income/Franchise

Key skills