Tax Manager

NewEdge Capital Group; Pittsburgh (Allegheny County); Hybrid; USD 125,000 - 150,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Short- and long-term disability

Life insurance

401(k) match

Paid time off

Paid parental leave

Job summary

NewEdge Capital Group is seeking a Tax Manager in Pittsburgh, PA to own the end-to-end tax compliance process. This hands-on, individual-contributor role reports to the office on a hybrid schedule 3+ days per week.

You will manage federal, multi-state, and local tax filings, coordinate with external advisors, and drive improvements across the tax function, including M&A strategy and property tax filings for a broad portfolio.

Qualifications

• 5+ years of progressive corporate tax experience, including multi-state income tax compliance.
• Bachelor's Degree in Accounting, Finance, or related field.
• CPA certification (active or in progress) preferred.
• Strong knowledge of federal and multi-state corporate income tax rules.
• Ability to independently manage a full tax compliance cycle.

Responsibilities

• Own end-to-end workflow for federal, multi-state, and local tax compliance calendar and filings.
• Prepare and/or review corporate income tax returns, estimated payments, and extensions.
• Manage annual income tax provision process, documentation, and footnotes.
• Monitor state/local tax law changes and assess impact on nexus and apportionment.
• Lead relationships with outside tax advisors and review deliverables.
• Maintain tax workpapers, calendars, and internal controls.
• Respond to notices, audits, and inquiries.
• Collaborate with accounting/finance on tax GL accounts and reporting.
• Lead tax analysis and strategy related to M&A.
• Build sales and use tax function across multiple states.
• Lead filings for personal property tax for ~50 properties across jurisdictions.

Skills

Corporate tax

Multi-state tax

Tax compliance

Process ownership

Research tax issues

Attention to deadlines

Education

Bachelor's Degree in Accounting/Finance

CPA certification (active or in progress) preferred

Job description

The Tax Manager is a hands-on, individual-contributor role responsible for managing the company’s tax compliance processes and calendar. This person will prepare, review, and file returns in a consultative manner with external tax advisors using scalable and proactive processes and procedures. This is an ideal next step for a strong Senior Tax Associate ready to own a process from start to finish and take on a Manager-level title and scope of ownership, without the responsibility of supervising staff.

Location: Pittsburgh, PA reporting to the office on a hybrid schedule 3+ days per week in office.

Responsibilities

• Own the end-to-end workflow for federal, multi-state, and local income tax compliance calendar, ensuring accurate and timely filings across all jurisdictions where the company has nexus
• Prepare and/or review corporate income tax returns, excise tax, quarterly estimates and payments, and extensions
• Manage and prepare the annual income tax provision process, including documentation, apportionment, and footnote disclosures for the financial audit
• Monitor state and local tax law changes and assess impact on the company’s multi-state filing obligations, apportionment, and nexus footprint
• Manage relationships with outside tax advisors including scoping work and reviewing deliverables
• Maintain and improve tax compliance workpapers, calendars, and internal controls/documentation
• Respond to and manage state and federal tax notices, audits, and inquiries
• Partner with Accounting/Finance on tax-related general ledger accounts, reconciliations, and reporting
• Lead the tax analysis and strategy as it relates to M&A
• Identify and implement process improvements to increase efficiency and accuracy of the tax function
• Research technical tax issues and prepare clear, well-documented conclusions for both internal use and audit purposes
• Build the sales and use tax function from the ground up, complying with a variety of states across several legal entities
• Lead the filings for personal property tax returns across a lease portfolio of approximately 50 properties and several dozen jurisdictions

Skills/Abilities

• Ideally 5 years of progressive corporate tax experience, ideally including multi-state income tax compliance
• Bachelor's Degree in Accounting, Finance, or related field required.
• CPA certification (active or in progress) preferred.
• Strong technical knowledge of federal and multi-state corporate income tax rules
• Demonstrated ability to independently manage a full compliance cycle (not just support one)
• Strong organizational skills and comfort owning deadlines without supervisory backup
• Ability to research technical tax issues and clearly document conclusions

Salary Range: $125,000 - $150,000 annually, based on experience, with eligibility to participate in the company's bonus program

Who We Are:

NewEdge Capital Group provides best-in-class technology-enabled solutions and support services to financial advisors and their clients. Comprised of NewEdge Wealth, NewEdge Advisors, and NewEdge Securities, they have over $120 billion in client assets and support over 450+ financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts.

What We Offer:

Compensation includes a competitive base salary, with the opportunity to qualify for bonuses or commissions based on the position. NewEdge Capital Group offers a comprehensive benefits package to eligible employees, including health, dental, and vision insurance, short- and long-term disability coverage, life insurance, paid time off, paid parental leave, 401(k) match (subject to applicable waiting periods), and additional voluntary and supplemental benefits to elect based on your needs.

Applications will be accepted on an ongoing basis.