Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Manager, State Tax Controversy and Planning

$109k - $182.4k

Fiserv

Calling all innovators - find your future at Fiserv.

We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.

Job Title

Senior Manager, State Tax Controversy and Planning

About your role:

The Senior Manager, State Tax Controversy will lead the company's state and local income/franchise tax audits, appeals and controversy matters across US state and local jurisdictions. This role requires deep technical knowledge of state income and franchise tax rules, the ability to interpret and defend complex tax positions, and strong project management skills. The Senior Manager will partner closely with internal tax, finance and legal teams, as well as external advisors, to efficiently resolve state tax issues and mitigate exposure. This role will support state tax planning strategies and is viewed as a value-added, trusted business advisor throughout the organization.

What you'll do:

  • Lead and manage state and local income / franchise tax audits, notices and inquiries from initial contact through resolution

  • Coordinate data requests, draft responses to IDRs and inquiries, and manage communications with tax authorities

  • Evaluate audit findings and identify opportunities to mitigate exposure through settlement

  • Partner closely with Federal and State compliance teams to ensure consistent application of tax positions

  • Collaborate with the domestic planning team to analyze audit trends, identify planning opportunities, and ensure alignment between controversy and planning positions

  • Partner with tax accounting and reporting teams to ensure accurate and timely recognition of audit reserves and adjustments

  • Maintain documentation of audit positions, correspondence, and settlements in accordance with internal controls and SOX requirements

  • Monitor and interpret state tax legislative and regulatory changes and assess their potential impact on the company

  • Responsibilities listed are not intended to be all-inclusive and may be modified as necessary

?

Experience you'll need to have:

  • 8+ years of experience with a strong technical and applied knowledge base of State and Local (and US Federal) tax laws

  • Experience in state and local tax experience

  • Strong technical knowledge of state income / franchise tax rules and audit procedures

  • Experience managing multiple state audits concurrently through resolution

  • Bachelor's of Science in Accounting or related degree

Experience that would be great to have:

  • CPA, JD or MST preferred

  • 8+ years of experience with managing State and Local audits

  • Big 4 Public Accounting experience or Fortune 500 multi-national company experience & CPA; Financial and/or technology industry experience

How you'll work:

  • This role is on-site Monday through Friday. Fiserv considers in-person collaboration to be an essential part of this role as in-person office experience helps you with your overall onboarding experience and leads to stronger productivity.

Sponsorship:

  • You must currently possess valid and unrestricted U.S. work authorization to be considered for this role. Individuals with temporary visas including, but not limited to, F-1 (OPT, CPT, STEM), H-1B, H-2, or TN, or any candidate requiring sponsorship, now or in the future, will not be considered for this role.

Benefits at Fiserv:

  • Fuel Your Life program to support physical, financial, social, and emotional well-being

  • Paid holidays and generous time away policies

  • No-cost mental health support through Employee Assistance Programs

  • Living Proof program to recognize your peers' extra effort with points used for rewards

  • Eight Employee Resource Groups to foster a collaborative culture

  • Unparalleled professional growth with training, development, and internal mobility opportunities

  • Retirement planning and discounted shares with the Employee Stock Purchase Plan

  • Medical, dental, vision, life, and disability insurance options available day one

  • Tuition assistance and reimbursement program

  • Paid parental, caregiver, and military leave

#LI-DI; #LI-Onsite

Salary Range

$109,000.00 - $182,400.00

These pay ranges apply to employees in New Jersey and New York. Pay ranges for employees in other states may differ.

It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.

For incentive eligible associates, the successful candidate is eligible for an annual incentive opportunity which may be delivered as a mix of cash bonus and equity awards in the Company's sole discretion.

Thank you for considering employment with Fiserv. Please:

  • Apply using your legal name

  • Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).

Our commitment to Equal Opportunity:

Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.

If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact View email address on click.appcast.io . Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information.

Note to agencies:

Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.

Warning about fake job posts:

Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Manager, State Tax Controversy and Planning in Milwaukee, WI vacancy
  • $109k - $182.4k

     ...Senior Manager, State Tax Controversy And Planning Calling all innovators - find your future at Fiserv. We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations... 
    Senior
    Tax
    Temporary work
    H1b
    Work at office
    Local area
    Monday to Friday

    BentoBox

    Milwaukee, WI
    9 hours ago
  • $171.6k - $392.1k

     ...ServiceNow – ServiceNow AI Architect Senior Manager ​In the digital economy,...  ....  ~ Developing resource plans and budgets for engagements,...  ...valid in the U.S (United States).  ~ Ability to travel to...  ...services in assurance, consulting, tax, strategy and transactions.... 
    Senior
    Tax
    Summer holiday
    Worldwide
    Flexible hours

    EY

    Milwaukee, WI
    5 days ago
  • $179.85k - $340.97k

     ...is a leading advisory, tax and assurance firm, providing...  ...applicable federal, state or local law. Any...  ...Join Baker Tilly's Managed Services Advisory team...  ...business insights. As a Senior Manager, you'll work with...  ...of accounts design, planning/budgeting/forecasting,... 
    Senior
    Tax
    Local area
    Worldwide

    Baker Tilly

    Milwaukee, WI
    10 days ago
  • $88k - $118k

     ...Under the direction of a Manager, or Senior Manager/Director, the Senior...  ...expectations that include work plans, budgets, timelines, and quality...  ...characteristics protected by federal, state, or local laws. Wipfli is...  ...Wipfli Advisory LLC provides tax and business consulting... 
    Senior
    Tax
    Temporary work
    Local area
    Remote work
    Flexible hours

    Wipfli

    Milwaukee, WI
    5 days ago
  • $142k - $195k

     ...operational guidance. Drive change management initiatives to modernize...  ...support on financial planning and strategy. Mentor and develop...  ...characteristics protected by federal, state, or local laws. Wipfli is...  ...Wipfli Advisory LLC provides tax and business consulting... 
    Senior
    Tax
    Temporary work
    Local area
    Remote work
    Flexible hours

    Wipfli

    Milwaukee, WI
    4 days ago
  •  .... Our client in the Milwaukee area is looking for a Tax Manager . This client is looking for someone with 10+ years of tax experience...  ...business and individual tax returns Deliver proactive tax planning strategies and advice to clients throughout the year... 
    Senior
    Tax

    Truity Partners

    Milwaukee, WI
    3 days ago
  • $111.3k - $215.1k

     ...and build a career, KPMG provides audit, tax and advisory services for organizations...  .... KPMG is currently seeking a Manager Contracts (State & Local Government) to join our...  ...templates and clauses Execute tactical plans that support strategic objectives and establish... 
    Tax
    Contract work
    H1b
    Work at office
    Local area

    KPMG

    Milwaukee, WI
    1 day ago
  • $139k - $209k

     ...Hybrid Job Overview Join our dynamic Tax team, where strategic thinking meets operational excellence. As a Senior Manager, Tax, you would be responsible for leading...  ...Taxes, Tax Compliance, Taxes, Tax Law, Tax Planning, Tax Provisions, Tax Research, Tax Technology
    Senior
    Tax
    Fixed term contract
    Local area
    Home office

    Relativity

    Milwaukee, WI
    11 hours ago
  • $116.69k - $200.04k

     ...hires. Join Associated Bank as a Senior Sales Relationship Manager, Personal Trust, where you will help...  ...clients navigate complex wealth planning and fiduciary solutions. This role combines...  ...planning, financial planning, taxes, and discretionary asset management.... 
    Senior
    Tax

    Associated Banc-Corp

    Milwaukee, WI
    11 hours ago
  • $81.45k - $154.43k

     ...Tilly is a leading advisory, tax and assurance firm,...  ...with applicable federal, state or local law. Any unsolicited...  ...Baker Tilly (BT) as a Senior in the Tax Advocacy and Controversy Services Practice ! This...  ..., interpersonal, project management, communication skills,... 
    Senior
    Tax
    Local area
    Worldwide
    Flexible hours

    Baker Tilly

    Milwaukee, WI
    10 hours ago
  • $124k - $280k

     ...technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of...  ...we live for. The Role: As a Senior Manager in our Digital Integration &...  ...Key Responsibilities Lead assessment, planning, and execution of full stack application... 
    Senior
    Tax
    Full time
    H1b
    Shift work

    PwC

    Milwaukee, WI
    3 days ago
  • $91k - $321.5k

     ...maintaining regulatory compliance and managing risks for clients, providing...  ...(e.g. refer to specific PwC tax and audit guidance), the Firm'...  ...- Managed Services - Senior Manager, you will lead initiatives...  ...reviews and support engagement planning by applying risk management frameworks... 
    Senior
    Tax
    Full time
    Contract work
    H1b

    PwC

    Milwaukee, WI
    5 days ago
  • $81.7k - $135k

     ...working world. Tax – Indirect Tax – Sales and Use – Senior Will you shape...  ...compliance frameworks to manage indirect taxes...  ...processes, remediation, controversies, and corrective...  ...clear, intelligent plans and approaches to...  ...Metro Area, Washington State and California (... 
    Senior
    Tax
    Summer holiday
    Immediate start
    Flexible hours

    EY

    Milwaukee, WI
    4 days ago
  • $120 - $150 per hour

     ...build a better working world. Seasonal Tax Senior Manager – Private Client Services   Private...  ...of the most technically demanding tax planning and compliance projects around. You’ll...  ...to work remotely from within the United States, with no travel required.  Skills and... 
    Senior
    Tax
    Hourly pay
    Seasonal work
    Remote work
    Flexible hours

    EY

    Milwaukee, WI
    5 days ago
  • $147.4k - $336.8k

     ...- International Corporate Tax Advisory - Senior Manager The opportunity The...  ...operations, including cross-border controversy, international policy...  ..., from technical planning and advising to global project...  ...A US CPA license or US state bar membership Inbound... 
    Senior
    Tax
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Milwaukee, WI
    3 days ago
  • $130k - $140k

     .... We're hiring multiple experienced Senior Tax Managers to lead client engagements, provide strategic...  ...You'll Do Prepare and review federal and state business and individual tax returns Provide tax planning, projections, and strategic guidance to clients... 
    Senior
    Tax

    Educated Solutions Corp

    Brookfield, WI
    4 days ago
  • $153.43k - $332.7k

     ...team at one of the worlds top tax firms. Enjoy a collaborative,...  ...is currently seeking a Tax Manager or Senior Manager to join our Business...  ...KPMG") complies with all local/state regulations regarding displaying...  ...of medical and dental plans, vision coverage, disability... 
    Senior
    Tax
    Local area

    KPMG

    Milwaukee, WI
    4 days ago
  • $120k - $165k

     ...greater Milwaukee area is looking for a Tax Manager . This client is looking for someone...  ...including preparation and filing of federal, state, and local tax returns. Ensure timely...  ...and external advisors as needed for tax planning and compliance. Provide training and... 
    Senior
    Tax
    Summer work
    Local area

    Truity Partners

    Wauwatosa, WI
    7 hours ago
  • $76k - $125.3k

     ...Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,...  ...most technically demanding tax planning and compliance projects...  ...including International tax, state and local tax and asset management...  ...the confidence to challenge senior colleagues and stakeholders from... 
    Senior
    Tax
    Work experience placement
    Summer holiday
    Local area
    Flexible hours

    EY

    Milwaukee, WI
    10 hours ago
  •  ...team at one of the world's top tax firms. Enjoy a collaborative,...  ...KPMG is currently seeking a Manager or Senior Manager, Fixed Assets / Cost...  ...assetoutsourcing engagements (Fed, State, E&P)...  ...variety of medical and dental plans, vision coverage, disability... 
    Senior
    Tax
    For contractors
    Local area

    KPMG

    Milwaukee, WI
    3 days ago
  • $105.1k - $192.6k

     ...better working world. Tax - Indirect - Sales and Use - Manager Will you shape the future...  ...compliance, remediation, controversies, and corrective filings....  ..., and implement resource plans and budgets. Guide teams,...  ...CPA qualification, state bar membership, certification... 
    Tax
    Summer holiday
    Flexible hours

    EY

    Milwaukee, WI
    4 days ago
  • $105.1k - $192.6k

     ...better working world. Tax - Indirect Tax - Sales...  ...Lookback Review COE - Manager Will you shape the...  ...which leads large multi-state, sales and use tax...  ...compliance, remediation, controversies, and corrective filings...  ...and implement resource plans and budgets. Guide teams... 
    Tax
    Summer holiday
    Flexible hours

    EY

    Milwaukee, WI
    5 days ago
  • $80k - $120k

     ...Corporate Tax Senior Associate As the Corporate Tax Senior Associate...  ...work on business income tax planning, corporate compliance, and...  ...will help with the engagement management for multiple clients for your...  ...Responding to inquiries from the IRS, State, and other tax authorities... 
    Senior
    Tax
    Full time
    Work at office

    Grant Thornton

    Milwaukee, WI
    3 days ago
  •  ...Job Description Senior Project Manager - HVAC Construction Milwaukee, WI gpac is...  ...Manage HVAC construction projects from planning through closeout, ensuring schedule, budget...  ...multiple industries across the United States since 1990. We are extremely... 
    Senior
    For contractors
    For subcontractor

    gpac

    Milwaukee, WI
    4 days ago
  •  ...for the appropriate amounts; Calculate management fees owed to the Management Company for...  ..., time management, attention to detail, planning and problem-solving skills required ~...  ...status entitled to protection under federal, state or local anti-discrimination laws. No... 
    Senior
    Work at office
    Local area

    Ultimus Fund Solutions, LLC

    Milwaukee, WI
    3 days ago
  •  ...Integration Controller Senior Manager The Integration Controller Senior Manager position functions...  ...Assist Division Integration Strategic Plan and Budgeting process including...  ...must be eligible to work in the United States without requiring company sponsorship to... 
    Senior
    Work at office

    Regal Rexnord

    Milwaukee, WI
    1 day ago
  •  ...annual reports. Take part in pre-audit planning to assess the risk of material...  ...other characteristics protected by federal, state, or local laws. Wipfli is committed to...  ...clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients... 
    Senior
    Tax
    Work at office
    Local area
    Remote work

    Wipfli

    Milwaukee, WI
    10 hours ago
  •  ...annual reports. Take part in pre-audit planning to assess the risk of material...  ...other characteristics protected by federal, state, or local laws. Wipfli is committed to...  ...clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients... 
    Senior
    Tax
    Work at office
    Local area

    Wipfli Advisory LLC

    Milwaukee, WI
    2 days ago
  • $144k - $329.1k

     ...& Data - Data Architecture – Senior Manager – Power & Utilities Sector...  ...City Metro Area, Washington State and California (excluding Sacramento...  ...coverage, pension and 401(k) plans, and a wide range of paid...  ...services in assurance, consulting, tax, strategy and transactions.... 
    Senior
    Tax
    Summer holiday
    Flexible hours

    EY

    Milwaukee, WI
    1 day ago
  •  ...General Contracting and Construction Management firm based in the Chicagoland area,...  ...a forward-thinking approach. As a Senior Project Manager, you will plan and manage the construction for a...  ...expression, or any other characteristic protected by federal, state or local laws.
    Senior
    Full time
    Contract work
    For subcontractor
    Local area

    Bear Construction

    Milwaukee, WI
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Manager, State Tax Controversy and Planning. Be the first to apply!