Tax Managing Director, State and Local Tax - Sales & Use Tax

JOB DESCRIPTION

Tax Managing Director, SALT - Sales & Use Tax is responsible for advising clients on sales & use tax implications related to their business objectives, evaluating alternate courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks, and identifying changes in sales & use tax statutes, policies, and regulations. The role includes marketing, networking, business development, and maintaining key client relationships.

It also plays a critical part in the regional Tax Services leadership team, providing guidance on complex tax questions.

• Research
  • Identifies complex sales & use tax situations, outlines issues, and determines appropriate research sources.
  • Analyzes researched facts and composes detailed reports or taxability matrices.
  • Develops relationships with in‑state and out‑of‑state Department of Tax/Revenue personnel.
• Tax Compliance
  • Conducts detailed reviews of sales & use tax returns and identifies significant issues.
  • Evaluates company compliance processes and provides customized automated solutions.
• Tax Consulting
  • Drafts tax memorandums, opinions, and related documentation.
  • Reviews client operations to determine states for tax return filing.
  • Ensures proper resale and exemption certificates are maintained and develops retention procedures.
  • Applies applicable state tax consulting sub‑specialties and consults with other professionals.
  • Manages engagement letters and client expectations.
  • Assists in developing consultative tax strategies.
• Tax Controversy
  • Drafts responses to notices from state taxing authorities.
  • Represents clients before tax authorities on contested issues.
  • Provides assistance with exam support.
• Tax Related Software
  • Utilizes sales & use tax research databases and related software.
• Tax Specialization
  • Provides technical client service to multi‑state companies.
  • Negotiates settlements and voluntary disclosure agreements.
  • Drafts technical memoranda on sales & use tax issues.
• ASC 450/FAS 5
  • Applies industry standards and firm policies to sales & use tax contingencies.
• Strategy Development
  • Reviews studies to identify alternative actions benefiting clients.
  • Develops new ideas to advance client positions through tax reduction or non‑tax benefits.
  • Researches potential tax strategies and suggests marketing approaches for new client acquisition.
• Other Duties as Required

• Supervises daily workload of STS SALT Senior Managers, Managers, Senior Associates, Associates, and interns; reviews work product.
• Ensures staff are trained on relevant tax software.
• Evaluates performance and assists in goal development to enhance professional growth.
• Delivers periodic performance feedback and completes evaluations.
• Serves as Career Advisor for staff as appropriate.
• Other duties as required.

• Bachelor’s degree in Accounting or related field required.
• Master’s degree in Accounting/Taxation or J.D. preferred.

• 10+ years of state and local/multistate tax experience.
• Prior experience supervising tax professionals.
• Experience preparing and/or reviewing tax provisions (preferred).
• Significant business development and marketing experience (required).

• CPA certification or other relevant certification preferred.

• Proficient in Microsoft Office Suite, especially Excel and Word.
• Familiarity with standard tax applications and research tools.

• Excellent oral and written communication skills.
• Superior analytical and research skills.
• Strong organizational skills with ability to meet deadlines.
• Ability to multi‑task independently or in a group.
• Proven ability in deadline‑driven environments handling multiple projects.
• Effective team management and delegation.
• Strong client relationship building.
• Encourages team engagement and professional development.
• Primary contact on engagements with executive presence.
• Interacts with professionals at all levels.
• Advanced knowledge of tax standards application.
• Advanced knowledge of relevant sources for sales & use tax filings.
• Advanced understanding of taxable conditions and related issues.

Individual salaries are determined after…