State & Local Tax Manager Job Description
State & local tax manager
provides multi-state expertise in all areas of state and local tax including: income, franchise and sales and use.
State & Local Tax Manager Duties & Responsibilities
To write an effective state & local tax manager job description, begin by listing detailed duties, responsibilities and expectations. We have included state & local tax manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Apply your knowledge to evaluate and select alternative actions to lessen tax burden and cost of compliance
Review and conclude on various compliance matters including tax return preparation and voluntary disclosure programs
Oversee multi-disciplinary, multi-state reviews that analyze income, franchise, sales and use, payroll, valorem taxes, and others to identify optimal filing options, exemptions, credits and incentives, and corporate structures that can reduce the client's tax burden
Return review for more complex State and Local Tax returns including Income and Franchise Tax, Sales and Use Tax, Property Tax
Participate in multi-state Alternative Investment firms (hedge fund, fund to funds, private equity, real estate) firms with state and local tax issues including compliance, advising, planning, and controversies
Work closely with Tax Partners to satisfy the needs with planning compliance
Deliver value added solutions to our clients through work on multi-state income tax, franchise tax, sales and use tax, gross receipts tax, and property tax matters
Be involved in indirect supervision, "big-picture" problem solving and delegating tax work to the assigned Team
Be responsible for teaching, instructing and reviewing the work of those with less experience
Be the main client contact for complex questions and information
State & Local Tax Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for State & Local Tax Manager
List any licenses or certifications required by the position: CPA, JD, MS
Education for State & Local Tax Manager
Typically a job would require a certain level of education.
Employers hiring for the state & local tax manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Accounting, Taxation, Finance, Law, Graduate, Economics, Business, Science, Technical, Public Accounting
Skills for State & Local Tax Manager
Desired skills for state & local tax manager include:
Tax software and technology
Credits and Incentives
Sales and Use Tax
State Income/Franchise Tax
With Property Tax
Aggregate allocations and the ability to read subscription and partnership agreements
Apportionment methodologies
CCH IntelliConnect
Compliance
Compliance and consulting as it relates to multi-state jurisdictions
Desired experience for state & local tax manager includes:
8 to 12 years of professional experience with a primary focus in state sales & use taxes and experience addressing income and franchise tax issues
Current CPA, J.D
Experience with multi-state income, sales/use, gross receipts, property, employment or other miscellaneous state and local taxes preferred
Minimum of 3 years of previous experience training and supervising Staff, Senior Associates and Managers required
Provide written tax advice to clients
Be responsible for marketing, networking and business development within your area of experience and expertise, maintaining key client relationships
State & Local Tax Manager Examples
1
State & Local Tax Manager Job Description
Job Description Example
Our growing company is looking to fill the role of state & local tax manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for state & local tax manager
- Manage all aspects of sales and use tax audits including retrieving, organizing and reviewing requested tax documents
- Preparation of sales and use tax reserves and evaluation of reserve needs
- Prepare the state tax provision and provide analysis regarding said provision
- Research and document and conclude on related to day-to-day state tax matters
- Draft articles/summaries of technical matters for internal circulation
- Review, manage and conclude on all state controversy matters including state tax examinations, preparation of protests and private letter rulings
- Assist in the monitoring of state and local direct and indirect income tax risk associated with business units to assist in mitigating tax risk
- Thorough understanding of multi-state income and franchise taxes
- Experience with indirect taxes such as sales and use taxes
- Research and inform company on proper calculation and interpretation of Sales & Use tax
Qualifications for state & local tax manager
- Strong PC skills proficiency with the rest of the MS Office suite
- BA in Accounting and a CPA or MST with some public accounting a plus
- Experience with SAP and CorpTax a plus
- Minimum of 8 years' experience with a public accounting firm and/or publicly held company
- CPA certificate or Masters in Taxation preferred
- Ability to interface with multiple groups inside tax across functional groups outside the tax function
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State & Local Tax Manager Job Description
Job Description Example
Our company is looking for a state & local tax manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for state & local tax manager
- Primary responsibility for various income tax planning projects including state income tax credits and incentives, accounting method changes and general business expansion
- Monitoring and refreshing sales and use tax policies to provide direction for billing, credit, sales, and external customers
- Oversee all corporate tax functions including Canadian entity
- Responding to inquiries from state tax authorities and related resolution
- Assist with leadership of the SALT function of the firm's tax due diligence practice, including delivery of due diligence findings and recommendation reports and post-transaction follow up on tax planning opportunities
- Provide tax structuring services for mergers and acquisitions and understand successor liability depending on the type of transaction (asset v
- Provide coaching and mentoring to staff in the advancement of their individual skills and competencies
- Determine appropriate tax objectives, scope and methodology, and actively participate in decision making with client’s management
- Effectively leverage available technology and other resources to maximize technical application to projects
- Develop and execute a practice development plan including networking, new client development, and client expansion activities
Qualifications for state & local tax manager
- CPA or similar certification preferred
- CPA or another relevant advanced certification required
- Advanced certification/license required
- 5 to 8 years of professional experience required
- Six years of relevant tax experience
- Familiarity with Corporate tax
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State & Local Tax Manager Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of state & local tax manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for state & local tax manager
- Responsible for leading the accurate and timely preparation of multi-state income, franchise and gross receipts tax returns
- Identifying state & local tax issues related to changes in corporate operations and new business initiatives
- Researching state and local indirect tax issues including taxability of products and services
- Preparing detailed written tax guidance
- Facilitating tax department projects
- Manage state tax examinations
- Build and manage client relationships, supervise, mentor, and develop staff
- Develop and implement audit defense strategies and best practices for tax audits
- Oversee maintenance of tax calendar and account reconciliations
- Assess and implement use tax accrual improvements to minimize tax exposure
Qualifications for state & local tax manager
- 6+ years of experience in a tax, transaction advisory services practice
- Broad (income, franchise, gross receipts, sales and use, personal property) and deep (mergers and acquisitions and tax due diligence) state and local tax experience
- Working as a part of a multi-disciplinary team that focuses on delivering due diligence and tax structuring services, and communicates findings and opportunities to clients
- Managing due diligence projects by leading client calls and interviewing targets and tax advisors
- Working in conjunction with Lead tax for any follow through from due diligence including state tax nexus analysis and voluntary disclosure filings
- Working with and assisting other senior members of the M&A Tax practice with various technical tax issues dealing with sales and use, income franchise, property tax, payroll tax and escheat tax
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State & Local Tax Manager Job Description
Job Description Example
Our company is growing rapidly and is hiring for a state & local tax manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for state & local tax manager
- Assist with customer exemption review, customer tax questions and disputes
- Review state and local tax legislation to determine potential impact on Linde and advise the relevant business units of any risks and opportunities
- Support all tax areas as needed
- Primary responsibility for preparation of state and local income/franchise tax returns and unitary tax returns, including all work papers, reconciliations and processing of returns using comprehensive tax reporting software
- Responsibility for assistance with preparation of annual and quarterly ASC 740 income tax provision and ASC 740-10 (FIN 48) work papers, including analysis of quarterly activity to determine proper state income tax accounting treatment, compilation of discrete items, identification of state differences, collection of tax receivables, substantiation of cumulative temporary differences and presentation of work papers to auditors
- Review and prepare state income and franchise tax returns and local income tax returns
- Research and consult on various state and local income and franchise tax matters
- Utilize tax-related software to prepare, review and process state income and franchise tax returns
- Respond to inquires from state and local tax authorities
- Maintain a good working relationship with clients
Qualifications for state & local tax manager
- Managing multiple engagements at a time and working with all M&A staff and managers across the enterprise
- Developing, motivating, and training staff team members
- 5+ years of experience with mergers and acquisition from a state and local perspective in a public accounting firm, a corporate tax department, or a law firm
- Knowledge of a broad range of state and local tax matters in various industries
- Responsible for managing a team of 2-4 SALT associates and seniors
- Manage tax assignment and related projects
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State & Local Tax Manager Job Description
Job Description Example
Our growing company is looking for a state & local tax manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for state & local tax manager
- Financial reporting, planning and compliance
- Work closely with partners to promptly resolve client matters or tax issues encountered in preparation process
- Participate in firm practice development activities
- Prepare complex combined, unitary, and separate state and local income and franchise tax returns and applicable adjustments
- Ensure timely and accurate state income and franchise tax returns, extensions, and estimates
- Prepare calculations for the state income tax provision and application of income tax accounting rules under ASC 740, including other applicable U.S. GAAP accounting rules with a focus on the state tax provision and the state and local blended tax rate
- Identify and calculate state and local uncertain tax positions (ASC 740) and ASC 450 reporting for interim and year-end reporting
- Calculate state and local apportionment factors, including improving data gathering and transference process, analyses and calculations
- Develop knowledge and understanding of business unit structures for financial accounting and management systems and integrate this information into the legal entity structure for tax reporting
- Facilitate timely and efficient capture of relevant data for areas of responsibility, and enable a controlled effective process
Qualifications for state & local tax manager
- Bachelor's degree in Accounting or closely related field from an accredited college or university
- Masters in Taxation or MBA desirable
- Minimum of 7 years experience in a corporate tax environment or a combination of public and private industry experience
- Bachelor Degree - Accounting or related field
- Minimum of 7 years experience Big 4 or industry
- CPA and/or MS Taxation