Building a Financial Services State and Local Tax group
Multistate consulting and compliance services, including technical review of partnership and corporate state and local tax returns, with attention to multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation
Residency issues
State tax consulting, including nexus and taxability studies
Audit defense
Research and writing
Due diligence
Coordinating and collaborating with other in-house tax professionals, as well as clients
Reviewing and consulting on pass-through entity issues including estimated payment, withholding and composite tax calculations as well as investor packages including state K-1s and grids and related filings
Researching and analyzing state tax legislation and analyzing the impact to clients
Assisting with various tax consulting projects including research and writing projects related to tax planning, restructuring, and accounting for income taxes

Bachelor’s degree in Accounting or equivalent field
CPA, EA, or JD
10 + years of experience in state taxation
5+ years of supervisory experience
Financial Services and Asset Wealth Management client experience within SALT (preferred)
Master’s degree in Accounting or equivalent field (preferred)
State income tax experience (preferred)
Experience with state tax planning, tax research, and tax analysis (preferred)
Experience with tiered flow-through entities and investment vehicles (preferred)

flexibility to manage your days in support of our commitment to work/life balance
culture that has received multiple top “Places to Work” awards
numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts

Tax Director – Financial Services, State and Local Tax (SALT)

Key skills