Senior Tax Manager – SALT, Financial Services

🕒 il y a 15 jours

🇺🇸 États-Unis – Télétravail

💵 $150 000 - $195 000 / an

⏰ Temps Plein

🟠 Senior

💸 Planification et Analyse Financières (FP&A)

🦅 Parrain de Visa H1B

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CBIZ

Site WebLinkedInTous les Emplois

10 000+ employés

Fondée en 1996

🤝 B2B

💸 Finance

🏢 Entreprise

B2B • Finance • Enterprise

CBIZ est une entreprise nationale de services professionnels conçue pour le marché intermédiaire, fournissant des solutions en comptabilité, fiscalité, conseil, avantages sociaux, assurances et technologies aux entreprises et organisations. La société combine des relations locales avec des ressources nationales pour offrir des services incluant audit et attestation (à travers son entité CPA agréée), planification fiscale et conformité, gestion des risques et conseils, administration des ressources humaines et des avantages sociaux, solutions d'assurance, conseil en investissement et transactions, et services technologiques et de cybersécurité. CBIZ se concentre sur des conseils spécifiques à l'industrie et des informations basées sur les données pour aider les clients à croître, gérer les risques et améliorer leurs opérations.

Description

• 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

🎯 Exigences

• Bachelor's degree required • 8 years experience in public accounting or related field • 5 years supervisory • Must have active CPA or equivalent certification • Ability to manage all aspects of client engagements • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally • Proficient use of applicable technology • Must be able to travel based on business needs