State and Local Tax Income & Franchise Manager

Job Description

Job Description

Job Title: State and Local Tax – Income & Franchise Manager
Location: Bellevue, WA / San Francisco, CA 94111 / San Jose, CA
Employment Type: Full Time
Work Setting: Hybrid / Onsite
Schedule: 3 days per week in office required
The State and Local Tax – Income & Franchise Manager will lead multiple client engagements and provide comprehensive state and local income/franchise tax planning, consulting, and compliance services. This position will manage client service teams, oversee complex multi-state tax projects, provide technical tax guidance, mentor staff, manage project budgets and deliverables, and serve as a trusted business advisor to clients.
The ideal candidate will have 6 years of progressive state income tax compliance and/or tax consulting experience , a Bachelor's degree in Accounting , and an active CPA license, JD with an active law license in good standing, or Certified Member of the Institute for Professionals in Taxation .
Candidates from Top 10 CPA firms, excluding CBIZ , are preferred.Key Responsibilities

• Manage, direct, and monitor multiple client service teams and engagements.
• Plan, execute, direct, and complete tax projects across various industries.
• Provide State and Local Tax planning, consulting, and compliance expertise.
• Manage engagement budgets, project tasks, timelines, and deliverables.
• Manage, develop, train, and mentor staff on tax projects.
• Assess staff performance for 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 in defending against state tax audits.
• Manage multidisciplinary, multi-state tax reviews involving:
  • Income tax
  • Franchise tax
  • Sales and use tax
  • Payroll tax
  • Ad valorem tax
• Identify filing options, exemptions, credits, incentives, and corporate structures that can reduce clients' 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 pursuits.
• Manage multiple project responsibilities simultaneously while maintaining quality and deadlines.
• 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 an active law license in good standing , OR Certified Member of the Institute for Professionals in Taxation .
• Strong experience with State & Local Tax / Income and Franchise Tax .
• Excellent written and verbal communication skills.
• Strong project management and organizational skills.
• Ability to manage multiple projects and deliverables simultaneously.
• Strong computer skills.
• Ability to lead, develop, train, and mentor staff.
• Ability to travel as needed.
• Ability to work 3 days per week in the office .

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.