Tax Senior Manager | SALT - Financial Services - National Tax Office

Tax Senior Manager | SALT - Financial Services - National Tax Office

United States (Remote)

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• Job Identification 5676
• Posting Date 05/27/2026, 01:49 PM
• Location 530 Howell Rd Ste 209, Greenville, SC, 29615, US (Remote)
• Base Range $150,000 - $195,000

• 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.

• Experience providing SALT services to financial institutions or financial services clients (e.g., asset management, banking, insurance, private equity, hedge funds, fintech) in the New York Metro area.
• Strong understanding of state tax rules impacting financial services, including apportionment methodologies, sourcing of receipts, and industry‑specific nuances.
• Experience advising on complex entity structures and investment vehicles common within financial services.
• Familiarity with regulatory and reporting environments applicable to financial institutions and their state tax implications.
• Exposure to emerging areas such as fintech, digital payments, and digital assets within a broader financial services context is a plus.
• Proven ability to translate complex financial structures into practical SALT strategies and compliance solutions.

• Bachelor’s degree required.
• 8 years experience in public accounting or related field.
• 5 years supervisory experience.
• 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.

• Comprehensive medical and dental insurance.
• Retirement savings plans.
• Life and disability insurance.
• Health care and dependent care reimbursement accounts.
• Certification incentives.
• Education assistance.
• Referral program.

At this time, CBIZ is not engaging with applicants who require sponsorship.

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