State Tax Manager

Upbound Group Inc.; Plano (TX); On-site; USD 120,000 - 170,000; Full time

Job summary

Upbound Group, a technology-driven financial services company, seeks a Manager of State Tax Planning and Controversy in Plano, TX. You will lead state and local tax planning, manage audits, and support M&A activities to protect shareholder value.

Requirements include a CPA or Bachelor’s in Tax/Accounting, 8 years of corporate/public tax experience (5 in state tax), and strong analytical and leadership abilities. Proficiency with OneSource, Excel and Word is preferred.

Qualifications

• Bachelor’s degree in Tax/Accounting or CPA required.
• 8 years corporate tax and/or public accounting experience, including 5 years state tax experience.
• Excellent analytical skills; detail oriented.
• Ability to develop and motivate team members.
• Experience with OneSource is preferred but not required; proficiency in Excel and Word.

Responsibilities

• Minimize Tax Expense: advise on state and local tax consequences of transactions and planning opportunities.
• Advise on impact of tax laws, regulations, rulings, and proposed legislation; recommend planning alternatives.
• Support mergers and acquisitions with tax exposure analyses and integration.
• Manage state and local tax audits and voluntary disclosure agreements.
• Oversee relationships with third party law firms in tax litigation.
• Identify and implement state and local tax planning opportunities.
• Provide tax support including transfer pricing between entities.
• Assist management with tax reserves and federal tax compliance including R&D documentation.
• Support negotiation and resolution of audit issues for favorable settlements.

Skills

Analytical skills

Detail oriented

Team leadership

Oral and written communication

Excel

Word

Education

Bachelor’s degree in Tax/Accounting or CPA

Tools

OneSource

Excel

Word

Job description

Upbound Group

Upbound Group (NASDAQ: UPBD) is a technology and data-driven leader in accessible financial solutions, serving millions of consumers through trusted brands including Acima®, Brigit™, and Rent-A-Center®. More than just a financial services company, we're a purpose-driven team focused on expanding financial inclusion, creating opportunities, and helping people achieve what's possible. Our mission is simple: leverage innovation, technology, and talent to build a better future and elevate financial opportunity for all.

Manager, State Tax Planning and Controversy

JOB PURPOSE

Overall responsibility for managing state and local income tax planning and audit defense. Provide proactive, timely and high-quality services to business leaders to manage risk, support future growth and contribute to overall shareholder value.

KEY RESPONSIBILITIES

Minimize Tax Expense:

• Advise management on the state and local tax consequences of transactions and possible tax planning opportunities
• Advise management on the impact of new tax laws, court decisions, regulations, rulings and proposed legislation and recommend tax planning alternatives
• Support mergers and acquisitions, including, but not limited to direct and indirect tax exposure analyses, remediation, and integration
• Manage state and local tax audits and all Voluntary Disclosure Agreements
• Oversee relationships with third party law firms in the event of tax litigation
• Identify, develop, coordinate, and implement state and local tax planning opportunities
• Provide tax support to the business including assistance with transfer pricing between legal entities
• Assist and advise management regarding tax reserves
• Assist in the management of state and local direct tax functions, including compliance and reporting, serving as a technical resource
• Oversee the building of comprehensive processes, ensuring timely, accurate and well documented deliverables
• Assist in management of any federal tax audits
• Assist in certain aspects of federal tax compliance including R&D documentation
• Support the negotiation and resolution of audit issues; reach the most favorable settlements possible in terms of assessment and professional fees

JOB REQUIREMENTS:

• Bachelor’s degree in Tax/Accounting or Certified Public Accountant
• 8 years of corporate tax and/or public accounting experience, including 5 years of recent state tax experience
• Excellent analytical skills; detail oriented
• Ability to develop and motivate team members
• Experience with OneSource is preferred but not required. Proficient in Excel and Word
• Commitment to continuous improvement
• Highly effective oral and written communication skills
• Excellent organizational and time management skills