Baker Tilly US · 23 hours ago
State and Local Tax Manager - Indirect Tax
San Jose, CA
Full-time
Onsite
Senior Level
$116K/yr - $206K/yr
5+ years expBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage. The State & Local Tax Manager will provide strategic state and local tax compliance and consulting services, managing multi-disciplinary reviews and advising clients on tax-related issues.
Accounting
No H1B
Responsibilities
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. This includes:
Manage multi-disciplinary, multi-state reviews that analyze income, franchise, sales and use, payroll, valorem taxes, and others 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, 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 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 and make recommendations for business and process improvements, manage expectations and enhance value
Manage a group of staff and seniors on compliance 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 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
Qualification
Required
Bachelor's degree in Accounting, Finance or other related field
CPA, CMI or JD/ LLM
Five (5) + year(s) experience in state and local tax
Ability to lead and supervise others
Provide exceptional client service
Demonstrate commitment to continuous learning
See the 'big picture' as well as the details
Display appropriate ethical knowledge and commitment
Exhibit a sense of urgency and commitment to quality and the timely completion of projects
Preferred
Masters or advanced degree
Professional services firm experience
2+ year(s) of supervisory experience, mentoring and counseling associates
Eligibility to work in the U.S., without sponsorship
Company
Baker Tilly US
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.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Brett Bowles, CPA
Senior Consultant - Transaction and CFO Advisory
Caleb Tollefson
CFO Advisory Manager
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