State and Local Tax – Income & Franchise Manager

Key Responsibilities

• Manage, direct, and monitor multiple client service teams across various engagements.
• Plan, execute, direct, and complete tax projects across a variety of industries.
• Provide State and Local Tax planning, consulting, and compliance expertise.
• Manage engagement budgets, project tasks, timelines, and deliverables.
• Manage, develop, train, and mentor tax staff.
• Assess staff performance during engagement and year-end reviews.
• Oversee State and Local Tax return preparation and review.
• Conduct tax research and prepare technical memorandums and client correspondence.
• Counsel clients regarding state tax audits and audit defense.
• Manage multidisciplinary, multi-state tax reviews involving:
  • Income tax
  • Franchise tax
  • Sales and use tax
  • Payroll tax
  • Ad valorem tax
  • Other state and local taxes
• Identify optimal filing options, exemptions, credits, incentives, and corporate structures to reduce client tax burdens.
• Advise clients on business and process improvement opportunities.
• Serve as a business advisor and trusted tax resource to clients.
• Support business development activities, including opportunity identification, proposal development, and client pursuit activities.
• Manage multiple project responsibilities simultaneously while maintaining quality and deadlines.
• Collaborate with internal teams and clients to ensure successful engagement delivery.
• Travel as needed.

Required Qualifications

• Bachelor's degree in Accounting.
• 6+ years of progressive tax compliance and/or tax consulting experience.
• Active CPA license, OR JD with active law license in good standing, OR Certified Member of the Institute for Professionals in Taxation.
• Strong experience in State and Local Tax / Income and Franchise Tax.
• Strong written and verbal communication skills.
• Ability to manage multiple projects and tasks simultaneously.
• Strong project and engagement management skills.
• Strong computer skills.
• Ability to lead, develop, train, and mentor staff.
• Ability to travel as needed.

Preferred Qualifications

• Experience with Top 10 CPA firms, excluding CBIZ.
• Extensive multi-state tax compliance and consulting experience.
• Experience with state tax audits and audit defense.
• Experience across income, franchise, sales/use, payroll, and ad valorem taxation.
• Strong client advisory and business development experience.
• Experience managing complex multidisciplinary tax engagements.