Tax Manager

Tax Manager

Key Responsibilities

• Multi-State Tax Administration: Execute and advance compliance processes for federal, state, and local income, indirect, and business taxes, including filings, apportionment, and jurisdictional requirements.
• Regulatory Coordination: Coordinate with external advisors and internal stakeholders to complete filings, respond to audits and notices, and maintain alignment with federal, state, and local regulatory bodies.
• Technical Tax Application: Apply tax accounting and technical knowledge to translate book-to-tax differences, interpret tax positions, and resolve operational tax matters.
• Tax Reporting and Analysis: Manage the accumulation, analysis, and communication of tax-related data, including partner distributions and reporting for leadership and board-level discussions.
• Licensing and Compliance Management: Administer business licenses, tax registrations, and related compliance requirements across jurisdictions to support ongoing operations.
• Cross-Functional Engagement: Partner with finance, legal, operations, and external providers to gather data, execute tax processes, and resolve issues impacting compliance and reporting.

Tasks & Duties

Federal Tax Compliance and Reporting

• Coordinate with external advisors (e.g., Deloitte) to prepare and review federal income tax returns, providing required data, documentation, and analysis.
• Develop and maintain detailed book-to-tax reconciliation schedules, identifying timing and differences between financial and tax reporting.
• Analyze and track tax depreciation and other key tax adjustments impacting federal taxable income.
• Prepare and manage quarterly tax distribution calculations for partners, including communication of amounts and timing.
• Review federal filings for accuracy, completeness, and alignment with internal financial data prior to submission.

State and Local Tax Compliance

• Prepare and file state and local income tax returns, coordinating limited external support as needed.
• Perform apportionment calculations, including revenue sourcing, payroll, and property allocation across jurisdictions.
• Track and apply state-specific tax rules, filing requirements, and compliance timelines.
• Manage tax credits, incentives, and grants, including tracking eligibility, utilization, and documentation.
• Maintain visibility into multi-state tax exposure and communicate risks or opportunities to leadership.

Sales and Use Tax Administration

• Execute monthly sales and use tax processes, including data collection, reconciliation, and return preparation.
• Submit sales and use tax filings across applicable jurisdictions in accordance with required timelines.
• Analyze taxable transactions and resolve discrepancies related to use tax accruals and payments.
• Support and respond to sales and use tax audits, including documentation gathering and communication with auditors.

Business Licensing and Registrations

• Apply for new business licenses and tax registrations required to support operations in new jurisdictions.
• Track license requirements and renewal timelines across all active jurisdictions.
• Maintain active licenses and registrations, coordinating closures when no longer required.
• Partner with operational and legal teams to identify licensing needs tied to new projects or locations.

Audit, Notices, and Government Reporting

• Review and respond to federal, state, and local tax notices, coordinating with internal stakeholders and external advisors.
• Manage census reporting and other government-required filings tied to tax or regulatory compliance.
• Track audit activity, documentation requests, and resolution status across jurisdictions.
• Maintain organized records of filings, correspondence, and audit support documentation.

Tax Data, Reporting, and Communication

• Compile and analyze tax data to support internal reporting, leadership updates, and board-level materials.
• Provide visibility into tax liabilities, cash impacts, and compliance status across jurisdictions.
• Support financial reporting processes by delivering tax-related inputs and analysis.
• Identify trends, risks, and opportunities within tax data and communicate implications to stakeholders.

Cross-Functional Coordination

• Partner with accounting, SF&A, legal, and operations teams to gather required data for filings and reporting.
• Coordinate workflows and timelines across internal teams and external providers to meet filing deadlines.
• Translate operational activities into tax implications and required compliance actions.
• Support…