State and Local Tax, Senior Manager

Providence, Rhode Island

Posted in Consultancy
26 days ago

Job Info

Job Description
With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions: 2019 America's Best Mid-Size Employers by Forbes, 2019 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.

CBIZ & MHM New England (formerly CBIZ Tofias) is part of the 10th largest accounting*, tax, and advisory services provider in the nation. Our two New England offices are located in Boston and Providence and have over 200 people, including over 35 Managing Directors. We uniquely combine national resources with local decision-making by experienced, New England-based professionals who are dedicated to strengthening our clients' financial positions.

We serve private and public companies in more than a dozen industries; not-for-profit organizations; and high net-worth individuals and family groups. When you choose CBIZ & MHM New England, you get proactive, accessible professionals who communicate in understandable terms, and deliver practical solutions on time, with no surprises, to help your organization thrive.

Essential Functions & Primary Duties

  • Act as SALT "go to" resource on a variety of clients including Public companies, Private Equity organizations and their portfolio companies as well as High net worth individuals and family owned businesses
    • Private equity experience as well as flow through SALT experience is preferred
  • An excellent candidate will be a senior level resource who is either a CPE or JD
  • This person will have a variety of SALT experience and will be comfortable in leading both income tax as well as sales/use tax compliance and consulting engagements,
  • This candidate will also be comfortable in navigating other areas of SALT including property tax and payroll tax and will work well on a team, especially when consulting others
  • The nature of CBIZ' SALT engagements may involve detailed state research and writing, audit defense, planning and tax optimization, voluntary disclosures, nexus assessments as well as large scale compliance engagements
  • A key function of this role will to be expand revenue of existing clients
  • This role will work with practice and client leaders to effectively manage practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
  • May be required to meet business development revenue expectations by adding new clients, cross serve activity and fully executing personal marketing plan
  • Serve as key SALT client contact; viewed as trusted business advisor by clients
  • Ensure quality control standards are met
  • This role will work directly with clients and manage staff and will be a critical component of the New England SALT team and an important resource in recruiting and training new talent
  • Will be an internal advisor on technical matters and relied upon as a SALT subject matter expert both within New England and CBIZ as a whole
  • Drive a team environment; demonstrate support of management decisions and builds a positive culture
  • Additional responsibilities as assigned
Preferred Qualifications
  • 5-6+ years experience, CPA or JD, preferably from a Big 4 or similar environment,
  • Focused on SALT including income / franchise, sales/use, with intermediate level skills in other SALT areas (property, payroll, etc.)
  • Experience in private equity and flow through entities is a strong plus
  • Proven professional adept at providing SALT solutions both to internal clients, as well as external clients
  • Strong ability to juggle multiple tasks, with complete attention to detail,
  • Strong interpersonal skills, including ability to manage client relationships,
  • Strong technical ability - including research, writing and critical thinking to determine client solutions,
  • Strong project manager and communicator, comfortable leading client / technical situations and finding solutions .
  • Proven team player with the ability to grow those coming up the ranks
Minimum Qualifications
  • Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field
  • 6 years of experience in public accounting or related field
  • 3 years supervisory experience
  • Must have active CPA or equivalent certification
  • Ability to manage all aspects of client engagements
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Must be able to travel based on client and business needs
  • Proficient use of applicable technology

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