Tax Manager

Our client, a rapidly growing national wealth management and financial services firm, is seeking a Tax Manager to join its expanding tax function. This highly visible role offers the opportunity to take ownership of a broad range of tax responsibilities, including state and local tax compliance, income tax provision, mergers and acquisitions support, partnership taxation, and tax process improvement initiatives.

This position is ideal for a tax professional who enjoys working in a dynamic environment, driving efficiencies, and partnering with leadership to support organizational growth.

Key Responsibilities

State & Local Tax (SALT) Compliance

• Manage multi-state tax compliance across 20+ jurisdictions, including partnership, franchise, gross receipts, and business tax filings.
• Prepare and review quarterly estimated tax payments and apportionment calculations.
• Oversee city, municipal, and local tax filing requirements.
• Respond to and resolve federal, state, and local tax notices.
• Monitor nexus requirements and state registrations as the organization expands into new jurisdictions.
• Manage sales tax, personal property tax, and other state and local compliance obligations.

Income Tax Provision (ASC 740)

• Prepare and maintain annual income tax provision calculations and deferred tax schedules.
• Perform purchase accounting and deferred tax analyses related to acquisitions.
• Maintain documentation related to uncertain tax positions (UTPs).
• Partner with external auditors and internal accounting teams during audits and provision reviews.

Mergers & Acquisitions Tax Support

• Conduct tax due diligence for acquisition targets and identify potential tax exposures.
• Prepare Form 8594 filings related to asset acquisitions.
• Evaluate the tax impact of mergers, financing arrangements, and other strategic transactions.

Partnership & Entity Tax

• Manage K-1 preparation and distribution for partners and equity holders.
• Maintain capital account and tax basis schedules.
• Coordinate with external advisors regarding federal and state tax compliance matters.

Tax Process Improvement & Planning

• Prepare tax forecasts and liability projections to support budgeting and strategic planning.
• Identify tax credits, savings opportunities, and operational efficiencies.
• Evaluate opportunities to insource outsourced tax functions and support the development of a scalable tax department.
• Monitor tax law changes and assess their impact on the organization.

Qualifications

Required

• Bachelor's degree in Accounting, Finance, or related field.
• Active CPA license.
• 5+ years of tax experience.
• Strong federal and multi-state tax compliance experience.
• Experience preparing ASC 740 income tax provisions.
• Excellent analytical, organizational, and communication skills.
• Ability to manage competing priorities in a fast-paced environment.

Preferred

• Public accounting experience, preferably with a Big 4 or national accounting firm.
• Experience supporting tax due diligence and M&A transactions.
• Background in financial services, wealth management, private equity, or related industries.
• Master's degree in Taxation, Accounting, Finance, or MBA.

Ideal Candidate

• Proactive, entrepreneurial mindset with a hands-on approach.
• Strong focus on process improvement and operational excellence.
• Comfortable creating structure and building scalable processes.
• Able to work independently while collaborating effectively across departments.
• Exceptional project management and communication skills.
• Comprehensive medical, dental, and vision coverage beginning on day one.
• 401(k) plan with employer matching contribution.
• Flexible paid time off program.
• Paid parental leave.
• Professional development and continuing education assistance.
• Volunteer and community engagement opportunities.

Why Consider This Opportunity?

This is an excellent opportunity to join a high-growth organization and play a strategic role within a developing tax function. The position offers exposure to SALT, ASC 740, M&A activity, partnership taxation, and tax planning initiatives, providing a unique blend of technical tax work and long-term career growth potential.