Manager​/Director – Income Franchise Tax

• Work closely with leadership to drive SALT growth internally and externally, focusing on income/franchise consulting and compliance projects
• Manage SALT income/franchise projects, including nexus studies, restructuring opportunities, voluntary disclosure agreements, income/franchise tax compliance, pass-through entity tax projects, PL 86-282 studies, and return reviews for refund opportunities
• Represent clients in negotiations with taxing authorities regarding income/franchise tax audits, state tax notices, amnesty programs, and voluntary disclosure agreements
• Identify clients and targets for SALT’s income/franchise tax compliance center and provide review support for income/franchise tax return filings
• Develop, recruit, and grow regional associates and senior associates; assist with growing and training the SALT team
• Partner with industry leaders and NTO to develop income/franchise tax thought leadership
• Serve as a SALT resource to the national Transaction Tax Services team on M&A deals
• Build relationships with CRLs and industry leads to drive SALT growth and strengthen the SALT brand
• Contribute to SALT growth plans and national growth network initiatives, including recruiting and integration of acquired firms
• Ensure CLA risk management policies and procedures are followed, including engagement setup, client billing and collections, and document retention; train SALT staff on these policies

• Excellent interpersonal skills and ability to communicate at all levels
• Strong problem-solving and creative skills
• Ability to exercise sound judgment
• High level of integrity and dependability
• Strong sense of urgency and results orientation
• Bachelor’s degree in Accounting, Finance, or related field
• Six years of experience in a tax role with a public accounting firm and/or professional services firm
• CPA certification required; JD or EA may be accepted in place of CPA certification
• Deep knowledge and understanding of State & Local Tax and Income Franchise Tax preferred

Demonstrates expertise in State & Local Tax (SALT) and Income Franchise Tax, with a strong focus on compliance, project management, and client representation. Proven ability to lead teams, develop talent, and drive growth initiatives within the tax consulting domain.

• State & Local Tax Expertise
• Income Franchise Tax Compliance
• CPA Certification
• Project Management
• Client Negotiation

• Income Tax Compliance
• Franchise Tax Compliance
• Nexus Studies
• Restructuring Opportunities
• Voluntary Disclosure Agreements
• Return Reviews
• Pass-Through Entity Tax Projects
• PL 86-282 Studies
• Tax Audits
• M&A Tax Services

• Interpersonal Skills
• Problem-Solving Skills
• Judgment
• Integrity
• Results Orientation

• CPA Certification
• JD
• EA

• Tax Consulting
• Public Accounting
• Professional Services
• SALT Growth
• Client Billing
• Risk Management
• Engagement Setup
• Document Retention
• Thought Leadership
• Team Development