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
Act as a technical resource to CBIZ’s core tax group for state income tax and will review the state portion of various tax compliance projects;
An excellent candidate will be a senior level resource who is either a CPA or JD
This person will have significant state income/franchise tax experience and will be comfortable in leading both compliance and consulting engagements;
This candidate will also be comfortable in navigating other areas of SALT including sales/use tax, 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 local Kansas City and regional Tax teams, as well as a critical component of the NTO 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 Kansas City and CBIZ as a whole;
Drive a team environment; demonstrate support of management decisions and builds a positive culture
Additional responsibilities as assigned

Requirements

Bachelor's degree required
8 years experience in public accounting or related field
5 years supervisory
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proficient use of applicable technology
Must be able to travel based on business needs

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

state income taxfranchise taxsales taxuse taxproperty taxpayroll taxtax compliancetax optimizationnexus assessmentsaudit defense

Soft Skills

leadershipcommunicationteamworkclient managementtime managementprioritizationbusiness developmentquality controlconsultingtraining

Certifications

CPAJD