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

Job Title

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

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