Tax Director – SALT, Financial Services

🕒 Maio 27

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $200.000 - $250.000 / ano

⏰ Tempo Integral

🔴 Especialista

💸 Planejamento e Análise Financeira (FP&A)

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CBIZ

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1996

🤝 B2B

💸 Finanças

🏢 Corporativo

B2B • Finance • Enterprise

A CBIZ é uma empresa nacional de serviços profissionais voltada para o mercado intermediário que oferece soluções de contabilidade, impostos, consultoria, benefícios, seguros e tecnologia para empresas e organizações. A empresa combina relacionamentos locais com recursos nacionais para entregar serviços incluindo auditoria e atestação (por meio de sua entidade contábil licenciada), planejamento e conformidade tributária, riscos e consultoria, administração de RH e benefícios, soluções de seguros, assessoria em investimentos e transações, e serviços de tecnologia e cibersegurança. A CBIZ se concentra em orientações específicas por indústria e insights orientados por dados para ajudar os clientes a crescer, gerenciar riscos e melhorar operações.

Descrição

• Serve as a SALT subject matter expert for clients within the financial services industry, including asset managers, banks, insurance companies, private credit, fintech, and other financial institutions • Lead SALT compliance and consulting engagements addressing complex multistate tax issues unique to financial services organizations, including state and local income tax compliance reviews, income sourcing, apportionment, and nexus considerations • Advise clients on state tax implications of financial products, services, and revenue streams, including fee-based income, investment structures, and intercompany transactions • Provide technical guidance on state income/franchise, sales/use, and other indirect tax matters impacting financial institutions, including evolving regulatory and compliance expectations • Support clients in navigating state tax considerations related to emerging financial models, including fintech platforms, digital payments, and alternative investment structures • Conduct nexus and filing footprint analyses for multistate and highly regulated financial services organizations operating across jurisdictions • Assist with audit defense, controversy matters, and voluntary disclosures specific to financial services and institutional clients • Monitor and communicate developments in state taxation impacting financial institutions, and translate those changes into actionable client guidance • Partner with firm leadership to expand CBIZ’s SALT presence within the financial services sector, including identifying new service offerings and market opportunities

🎯 Requisitos

• Bachelor's degree required • 8 years of experience in public accounting or related field • 6 years of supervisory experience • Must have active CPA or equivalent certification • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary • Proficient use of applicable technology • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally • Proven high level of business integrity, client service and leadership skills • Must be able to travel based on client and business needs