State & Local Tax Manager, Income/Franchise

Baker Tilly US; Denver (CO); Vor Ort; USD 124.000 - 186.000; Vollzeit

Zusammenfassung

Baker Tilly US is seeking a State & Local Tax Manager (Income Franchise) to join its growing SALT practice. You will work with CFOs and owners of middle-market and Fortune 500 clients to solve complex state and local tax challenges across income, franchise, nexus, and planning issues.

Locations include Denver, Houston and Dallas. Lead engagements, review return workpapers, and mentor team members while driving client value and growth of the practice.

Qualifikationen

• Bachelor’s degree in Accounting, Finance or related field required.
• CPA, CMI or JD/LLM required.
• Three (3)+ year(s) in state and local tax, professional services firm experience preferred.
• Strong working knowledge of multistate income and franchise tax concepts.
• Experience with reviewing and coaching staff on tax matters.

Aufgaben

• Be a trusted advisor to middle market and Fortune 500 clients, providing strategic SALT consulting and compliance to lower tax rates and manage risk.
• Manage state income and franchise tax compliance engagements, coordinating returns, estimates, extensions and workpapers.
• Build and analyze state income tax workpapers including apportionment calculations and modifications.
• Perform initial quality reviews of returns and workpapers to identify issues and opportunities.
• Lead multi‑state reviews covering income, franchise, sales, payroll and other taxes to optimize filings and incentives.

Kenntnisse

Leadership

Client service

Project management

Tax research

Nexus determination

Mentoring

Ausbildung

Bachelor's in Accounting/Finance

CPA/JD/LLM

Tools

CCH Axcess Tax

GoSystem Tax RS

Jobbeschreibung

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description

Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a State & Local Tax Manager (Income Franchise) to join our growing State & Local Tax (SALT) practice!

Our SALT practice is made up of 300+ professionals across the U.S., providing a full spectrum of services including Income & Franchise, Sales & Use, Real & Personal Property, and Unclaimed Property. As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses and enhance cash flow, and effectively manage their multistate income and franchise tax obligations.

Locations: Denver, Houston or Dallas.

You Will Enjoy This Role If

• You like working directly with CFO’s & owners of middle market clients and SALT leaders of Fortune 500 clients to help them solve their most complex state & local tax challenges.
• You want to continue to expand your leadership experiences and hone your technical and consulting skills as a comprehensive SALT professional with opportunities spanning state income and franchise tax compliance and consulting, nexus, sales sourcing, apportionment, tax research, ruling requests, process review, reverse audits, voluntary disclosures, credits & incentives, and other multistate tax matters.
• You enjoy balancing technical consulting with hands‑on oversight of state income and franchise tax compliance, including reviewing apportionment and sourcing workpapers and performing initial quality reviews of returns.
• You crave a leadership opportunity to help build a fast growing, entrepreneurial State & Local tax practice who is also down‑to‑earth and thrives in collaboration.
• You want to be part of firm that values specialty tax practices and is invested in your success, providing the resources and support for you to grow now and for tomorrow.

What You’ll Do

• Be a trusted advisor to middle market and Fortune 500 clients by providing strategic state and local tax consulting and compliance services that lower their effective tax rates, ensure compliance, manage risk, and provide value across the spectrum of state and local taxes.
• Manage state income and franchise tax compliance engagements, including coordinating the preparation and review of multistate returns, estimates, extensions, and related workpapers.
• Build, review, and analyze state income tax compliance workpapers including apportionment calculations, state‑specific modifications, pass‑through entity tax calculations, and alternative planning considerations.
• Perform initial quality reviews of state income and franchise tax returns and related workpapers, identifying technical issues, inconsistencies, filing considerations, and opportunities before finalization.
• Manage multi‑disciplinary, multi‑state reviews that analyze income, franchise, sales and use, payroll, ad valorem, and other taxes to identify optimal filing options, exemptions, credits and incentives and corporate structures that can reduce the client's tax burden.
• Research state tax issues including nexus determinations, apportionment, taxability analyses, filing requirements, and quantification of potential liabilities.
• Counsel clients on state and local tax controversies, including performing research, drafting client correspondence, preparing ruling requests, and providing guidance in defending against audits.
• Plan and execute tax projects requiring a wide scope of expertise, including due diligence and voluntary disclosure projects.
• Prepare technical memoranda on state and local tax issues for individuals, corporations, partnerships, and LLCs.
• Maintain active communication with clients, make recommendations for business and process improvements, manage expectations, and identify opportunities to enhance client value.
• Assist with managing client engagement staffing, scheduling, billings and collections while helping ensure client profitability targets and engagement deadlines are met.
• Review the work of associates and senior associates, provide timely technical feedback, and coach team members on state income and franchise tax compliance and consulting matters.
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community.
• Invest in your professional development individually and through participation in firm wide learning and development programs.
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.

Qualifications

• Bachelor’s degree in Accounting, Finance or related field required; Masters or advanced degree preferred.
• CPA, CMI or JD/LLM required.
• Three (3)+ year(s) experience in state and local tax, professional services firm experience preferred.
• Strong working knowledge of multistate income and franchise tax concepts, including nexus, state modifications, apportionment, and sourcing methodologies.
• Experience reviewing the work of associates and/or senior associates and providing coaching and technical guidance.
• Experience with tax compliance software such as CCH Axcess Tax and Thomson Reuters GoSystem Tax RS is a plus.
• Ability to lead and supervise others, provide exceptional client service, and effectively manage multiple engagements and deadlines.
• Demonstrate commitment to continuous learning to stay current regarding applicable strategies.
• Ability to see the "big picture" while maintaining strong attention to detail, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
• Eligibility to work in the U.S., without sponsorship, highly preferred

The pay rate ranges for this position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

In Houston, TX and Denver, CO: pay rate range is $123,860 to $185,820