Tax Director – SALT, Financial Services

🕒 May 27

🇺🇸 United States – Remote

💵 $200k - $250k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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CBIZ

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1996

🤝 B2B

💸 Finance

🏢 Enterprise

B2B • Finance • Enterprise

CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations.

📋 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

🎯 Requirements

• 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