Manager, State and Local Tax

Overview

Job Purpose

The State and Local Tax Manager will be actively involved in all aspects of state and local income tax including, but not limited to, preparing and reviewing state and local income tax returns, extensions, and estimated payments, reviewing quarterly state provision calculations, managing state and local income tax controversy work, and leading state and local tax planning initiatives. The ideal candidate has strong tax technical skills, and the ability to manage multiple priorities and staff in a fast-paced, technology-enabled environment.

Responsibilities

• Prepare and review state and local income tax return workpapers and returns for both corporations and partnerships
• Review extensions and quarterly income tax estimates
• Oversee and perform tax research relating to income tax filing positions, elections, methods, legislative changes, etc. as required
• Review and manage quarterly and year-end tax provision calculations and related projects, including state and local current and deferred tax analysis and related documentation
• Manage state and local income tax audits, including reviewing documentation that supports tax positions and corresponding with state and local taxing authorities
• Lead and participate in tax discussions regarding business operations and apply business knowledge in tax analysis
• Collaborate with cross-functional teams, including finance, legal, and operations
• Provide miscellaneous tax assistance, which may include federal, international, or tax accounting assignments, as needed
• Lead state and local tax planning initiatives, including entity restructuring, mergers and acquisitions, and regulatory developments
• Identify, lead, and implement process improvements and technology solutions to enhance the efficiency and accuracy of the tax compliance function
• Review and validate ERP-sourced data used in state income tax returns, apportionment calculations, and estimated payments
• Design, document, and oversee the execution of repeatable, well-controlled tax compliance processes
• Identify and drive opportunities to reduce manual effort through improved data workflows, automation, and standardization of workpapers and calculations
• Train, mentor, and provide feedback to analysts and senior analysts, including reviewing their work product and supporting their professional development

Knowledge and Experience

• Bachelor's degree in Accounting, Finance, or a related field. CPA and/or Master’s degree in Accounting or Taxation preferred
• Minimum 7 years of state and local corporate income tax experience, either in-house with U.S. multinational corporations or in public accounting, preferably Big Four
• Strong understanding of state and local income tax compliance process, including apportionment, nexus, and combined/consolidated filing methodologies
• Experience reviewing the work of others and providing constructive feedback in a deadline-driven environment
• Experience with income tax return software required, preferably OneSource
• Strong Excel skills, including advanced formulas, pivot tables, data validation, and structured data analysis; experience using Excel as part of repeatable, system-driven tax processes
• Experience with tax research platforms, including RIA Checkpoint and/or CCH IntelliConnect
• Experience with Oracle or other financial accounting systems
• Strong interpersonal skills, including ability to operate and multi-task in a deadline-driven team environment and to collaborate with and manage an experienced team
• Strong verbal and written communication skills
• Experience collaborating with Finance, IT, or Tax Technology teams on system-related initiatives
• Experience with data automation or transformation tools (e.g., Alteryx) to support tax compliance, data validation, or process efficiency preferred

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