Fiserv · 1 day ago
Senior Manager, State Tax Controversy and Planning
Milwaukee, WI
Full-time
Onsite
Senior Level, Lead/Staff
$109K/yr - $182K/yr
8+ years expFiserv is a global leader in Fintech and payments, connecting financial institutions, corporations, merchants, and consumers. The Senior Manager, State Tax Controversy will lead state and local income/franchise tax audits and collaborate with internal teams to resolve tax issues and support planning strategies.
Financial ServicesFinTechInformation ServicesInformation Technology
No H1B
Responsibilities
Lead and manage state and local income / franchise tax audits, notices and inquiries from initial contact through resolution
Coordinate data requests, draft responses to IDRs and inquiries, and manage communications with tax authorities
Evaluate audit findings and identify opportunities to mitigate exposure through settlement
Partner closely with Federal and State compliance teams to ensure consistent application of tax positions
Collaborate with the domestic planning team to analyze audit trends, identify planning opportunities, and ensure alignment between controversy and planning positions
Partner with tax accounting and reporting teams to ensure accurate and timely recognition of audit reserves and adjustments
Maintain documentation of audit positions, correspondence, and settlements in accordance with internal controls and SOX requirements
Monitor and interpret state tax legislative and regulatory changes and assess their potential impact on the company
Lead process improvement initiatives to enhance efficiency and risk management within the controversy area
Qualification
Required
8+ years of experience with a strong technical and applied knowledge base of State and Local (and US Federal) tax laws
8+ years of state and local tax experience
Strong technical knowledge of state income / franchise tax rules and audit procedures
Experience managing multiple state audits concurrently through resolution
Bachelor's of Science in Accounting or related degree
Lead and manage state and local income / franchise tax audits, notices and inquiries from initial contact through resolution
Coordinate data requests, draft responses to IDRs and inquiries, and manage communications with tax authorities
Evaluate audit findings and identify opportunities to mitigate exposure through settlement
Partner closely with Federal and State compliance teams to ensure consistent application of tax positions
Collaborate with the domestic planning team to analyze audit trends, identify planning opportunities, and ensure alignment between controversy and planning positions
Partner with tax accounting and reporting teams to ensure accurate and timely recognition of audit reserves and adjustments
Maintain documentation of audit positions, correspondence, and settlements in accordance with internal controls and SOX requirements
Monitor and interpret state tax legislative and regulatory changes and assess their potential impact on the company
Lead process improvement initiatives to enhance efficiency and risk management within the controversy area
Preferred
CPA, JD or MST preferred
8+ years of experience with managing State and Local audits
Big 4 Public Accounting experience or Fortune 500 multi-national company experience & CPA; Financial and/or technology industry experience
Benefits
Fuel Your Life program to support physical, financial, social, and emotional well-being
Paid holidays and generous time away policies
No-cost mental health support through Employee Assistance Programs
Living Proof program to recognize your peers’ extra effort with points used for rewards
Eight Employee Resource Groups to foster a collaborative culture
Unparalleled professional growth with training, development, and internal mobility opportunities
Retirement planning and discounted shares with the Employee Stock Purchase Plan
Medical, dental, vision, life, and disability insurance options available day one
Tuition assistance and reimbursement program
Paid parental, caregiver, and military leave
Company
Fiserv
Fiserv is a provider of technology solutions to the financial services industry.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$2.48BKey Investors
BlackBird Financial LP
2026-01-06Post Ipo Equity
2025-04-29Post Ipo Debt· $2.48B
1986-10-03IPO
Leadership Team
Michael Lyons
President and CEO-Elect, Fiserv
Robert Hau
EVP, CFO
Recent News
2026-01-09
2026-01-09
Electronic Payments International
2026-01-09
Company data provided by crunchbase