Tax Director | SALT - Financial Services - National Tax Office
CBIZ
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
Preferred Qualifications
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
Minimum Qualifications
Bachelor's degree required
8 years of experience in public accounting or related field
6 years of supervisory experience
Must have active CPA or equivalent certification
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proven high level of business integrity, client service and leadership skills
Must be able to travel based on client and business needs
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