State & Local Tax Senior Manager- Indirect Tax

Baker Tilly US; San Jose (CA); On-site; USD 134,530 - 255,070; Full time

Job summary

Baker Tilly is seeking a State & Local Tax Senior Manager with a consulting focus in the San Jose area to join our growing SALT practice. You will work with CFOs and leaders from middle market and Fortune 500 companies on nexus, taxability analyses, and remediation projects.

This leadership role emphasizes client service, engagement management, and business development within a fast-growing, entrepreneurial team. CPA or law license required; 8+ years SALT experience; local office preference.

Qualifications

• Bachelor's degree required.
• CPA or Law license required.
• Eight+ years of SALT experience in a professional services firm.

Responsibilities

• Provide strategic state and local tax compliance and consulting services to middle market and Fortune 500 clients.
• Lead multi-state reviews covering income, franchise, sales/use, and other taxes to optimize filing options and incentives.
• Counsel clients on SALT controversies, including audits, ruling requests, and responses to notices.
• Plan and execute tax projects including due diligence and voluntary disclosures.
• Manage staffing, staffing plans, and client profitability targets.

Skills

Leadership

Client service

Communication

Project management

Education

Bachelor's degree required

Masters preferred

Job description

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.

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.

Overview

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.

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 Senior Manager- consulting focus to join our growing State & Local Tax (SALT) practice! Candidate ideally has income franchise and sales/use tax experience and if not both, then sales/use tax consulting experience is a must. Being located near one of our Baker Tilly offices is highly preferred. Our SALT practice is made up of 300+ professionals across the U.S., providing a full spectrum of services through various sub practices including Income & Franchise tax, Sales & Use tax, Real & Personal Property tax, 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.

You Will Enjoy This Role If

• You would like to work directly with CFO's, owners and leaders from middle market and Fortune 500 companies to help them solve their most complex state & local tax challenges.
• You want to continue to expand your leadership experiences and hone your consulting skills as a comprehensive SALT professional in areas such as, nexus determinations, taxability analysis, voluntary disclosure and remediation, research projects, ruling requests, tax engine configuration and implementation, process review, reverse audits, controversy representation for audits, appeals, and routine notices, mergers, acquisitions, and restructurings, and credits & incentives. Your work will be principally consulting focused.
• You crave a leadership opportunity to help build a fast growing, entrepreneurial State & Local tax practice who is also pragmatic and thrives in collaboration.
• You want to be part of a firm that values specialty tax practices and is invested in your success, providing the resources and support for you to grow now, for tomorrow.

What You’ll Do

• Be a trusted advisor to middle market and Fortune 500 clients by providing strategic state and local tax compliance and consulting services that lower their tax rates, ensure they are in compliance and provide value across the spectrum of state and local taxes.
• Manage multi-disciplinary, multi-state reviews that analyze income, franchise, sales and use, gross receipts, payroll, and ad valorem, taxes, and other tax types to identify optimal filing options, exemptions, deductions, credits and incentives, and legal entity and operating structures that can reduce the client's tax burdens.
• Research state and local tax issues including nexus determinations, taxability analyses, and quantification of potential liabilities
• Counsel clients on state and local tax controversies, including research, drafting client correspondence, prepare ruling requests and providing guidance in defending against state and local tax audits and responses to notices.
• 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 as well as a variety of business entities.
• Maintain active communication with clients and make recommendations for business and process improvements, manage expectations and enhance value.
• Manage a group of staff and seniors on consulting engagements to ensure developmental skills assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met.
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the business community.
• Invest in your professional development individually and through participation in firm-wide - as well as external - learning and development programs and opportunities.
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.

Qualifications

• 4-year degree required
• Masters or advanced degree preferred
• CPA, Law License Required
• Eight (8) + year(s) experience in state and local tax, professional services firm experience required
• 2+ year(s) of supervisory experience, mentoring and counseling associates desired
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, 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 range for this job position is $134,530 to $255,070. 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.