Senior Tax Manager – SALT, Financial Services

CBIZ

Tax Senior Manager managing SALT compliance for financial services clients including asset managers and banks. Leading consulting engagements addressing complex multistate tax issues and state tax implications.

Posted 5/27/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $150,000 - $195,000 per yearWebsite

Tech Stack

Tools & technologies

SaltStack

About the role

Key responsibilities & impact

Serve as a SALT subject matter expert for clients within the financial services industry, including asset managers, banks, insurance companies, private credit, fintech, and other financial institutions
Lead SALT compliance and consulting engagements addressing complex multistate tax issues unique to financial services organizations, including state and local income tax compliance reviews, income sourcing, apportionment, and nexus considerations
Advise clients on state tax implications of financial products, services, and revenue streams, including fee-based income, investment structures, and intercompany transactions
Provide technical guidance on state income/franchise, sales/use, and other indirect tax matters impacting financial institutions, including evolving regulatory and compliance expectations
Support clients in navigating state tax considerations related to emerging financial models, including fintech platforms, digital payments, and alternative investment structures
Conduct nexus and filing footprint analyses for multistate and highly regulated financial services organizations operating across jurisdictions
Assist with audit defense, controversy matters, and voluntary disclosures specific to financial services and institutional clients
Monitor and communicate developments in state taxation impacting financial institutions, and translate those changes into actionable client guidance
Partner with firm leadership to expand CBIZ’s SALT presence within the financial services sector, including identifying new service offerings and market opportunities

Requirements

What you’ll need

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

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account CBIZ Website LinkedIn All Job Openings 10,000+ employees Founded 1996 🤝 B2B 💸 Finance 🏢 Enterprise B2B
Finance
Enterprise CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations. Senior Tax Manager – SALT, Financial Services 🔥 0 minutes ago 🇺🇸 United States – Remote 💵 $150k - $195k / year ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Serve as a SALT subject matter expert for clients within the financial services industry, including asset managers, banks, insurance companies, private credit, fintech, and other financial institutions
Lead SALT compliance and consulting engagements addressing complex multistate tax issues unique to financial services organizations, including state and local income tax compliance reviews, income sourcing, apportionment, and nexus considerations
Advise clients on state tax implications of financial products, services, and revenue streams, including fee-based income, investment structures, and intercompany transactions
Provide technical guidance on state income/franchise, sales/use, and other indirect tax matters impacting financial institutions, including evolving regulatory and compliance expectations
Support clients in navigating state tax considerations related to emerging financial models, including fintech platforms, digital payments, and alternative investment structures
Conduct nexus and filing footprint analyses for multistate and highly regulated financial services organizations operating across jurisdictions
Assist with audit defense, controversy matters, and voluntary disclosures specific to financial services and institutional clients
Monitor and communicate developments in state taxation impacting financial institutions, and translate those changes into actionable client guidance
Partner with firm leadership to expand CBIZ’s SALT presence within the financial services sector, including identifying new service offerings and market opportunities 🎯 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 Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Finance Manager 🔥 1 hour ago Catholic Relief Services 5001 - 10000 🤲 Charity 🤝 Non-profit 🌍 Social Impact Website LinkedIn All Job Openings Finance Manager at Catholic Relief Services overseeing financial processes and risk management for humanitarian initiatives. Ensuring compliance and effective financial management to support vulnerable populations in crises. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Lead Financial Analyst 🔥 1 hour ago HealthJoy 201 - 500 ⚕️ Healthcare Insurance ☁️ SaaS 🤝 B2B Website LinkedIn All Job Openings Lead Financial Analyst at HealthJoy supporting strategic finance and revenue strategy. Collaborate with VP of Finance to own financial models and analyses to drive growth with a remote-first team. 🇺🇸 United States – Remote 💵 $115k - $145k / year 💰 $60M Series D on 2022-10 ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Senior Financial Assistance Specialist 🔥 4 hours ago University of Arkansas System 10,000+ employees 📚 Education 🏛️ Government 🤝 Non-profit Website LinkedIn All Job Openings Senior Financial Assistance Specialist at UAMS responsible for assisting patients with healthcare financial navigation and exploring funding eligibility options. Key liaison for financial aid and Medicaid applications. 🇺🇸 United States – Remote 💰 $9.9M Grant on 2022-02 ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🗣️🇪🇸 Spanish Required Operations Associate, Senior Associate – Finance, Digital Assets Exposure 🔥 5 hours ago Tether.to 11 - 50 ₿ Crypto 💳 Fintech 💸 Finance Website LinkedIn All Job Openings Operations Associate/Senior Associate managing finance operations at Tether. Overseeing trade confirmations, asset reconciliation, and operational controls across multiple asset classes. 🇺🇸 United States – Remote ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Strategic Planning Consultant 🔥 7 hours ago Huron 5001 - 10000 🤝 B2B 🏢 Enterprise 💸 Finance Website LinkedIn All Job Openings Consultant providing regulatory compliance advice and oversight for banks and fintechs. Evaluating compliance structures and systems while ensuring adherence to consumer banking regulations. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor View More Financial Planning and Analysis (FP&A) Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

SALT compliancemultistate tax issuesstate income tax complianceincome sourcingapportionmentnexus considerationsaudit defensecontroversy mattersvoluntary disclosuresfinancial product tax implications

Soft Skills

client engagement managementdeadline managementmultitaskingprioritizationverbal communicationwritten communicationleadershipadvisory skillstechnical guidanceactionable client guidance

Certifications

CPABachelor's degree