Tax Director – SALT, Financial Services

CBIZ

Tax Director specializing in SALT compliance within financial services industry. Leading complex tax engagements and advising clients on state tax implications in a remote setup.

Posted 5/27/2026full-timeRemote • 🇺🇸 United StatesLead💰 $200,000 - $250,000 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 of experience in public accounting or related field
6 years of supervisory experience
Must have active CPA or equivalent certification
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proven high level of business integrity, client service and leadership skills
Must be able to travel based on client and 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. Tax Director – SALT, Financial Services 🔥 0 minutes ago 🇺🇸 United States – Remote 💵 $200k - $250k / year ⏰ Full Time 🔴 Lead 💸 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 of experience in public accounting or related field
6 years of supervisory experience
Must have active CPA or equivalent certification
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proven high level of business integrity, client service and leadership skills
Must be able to travel based on client and 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 Director of FP&A 🔥 1 hour ago Dane Street 51 - 200 ⚕️ Healthcare Insurance 📋 Compliance 🏛️ Government Website LinkedIn All Job Openings Director of FP&A at Dane Street building financial planning and reporting during rapid growth phase. Lead forecasting, budgeting, and operational insights in a healthcare services environment. 🇺🇸 United States – Remote ⏰ Full Time 🔴 Lead 💸 Financial Planning and Analysis (FP&A) AVP Finance Operations 🔥 5 hours ago Horace Mann 1001 - 5000 💸 Finance 📚 Education Website LinkedIn All Job Openings Assistant Vice President of Finance Operations at Horace Mann. Leading strategic finance functions and driving innovations in operations for educational professionals. 🇺🇸 United States – Remote 💵 $124.2k - $175.8k / year ⏰ Full Time 🔴 Lead 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor CFO 🔥 9 hours ago Remote People 1 - 10 🎯 Recruiter 👥 HR Tech 🤝 B2B Website LinkedIn All Job Openings CFO managing financial strategies and investor relations for a venture-backed luxury travel company. Overseeing international financial structures and partnering with the executive team on data-driven decisions. 🇺🇸 United States – Remote ⏰ Full Time 🟠 Senior 🔴 Lead 💸 Financial Planning and Analysis (FP&A) FP&A Director 🔥 17 hours ago FICO 1001 - 5000 💸 Finance 🤖 Artificial Intelligence ☁️ SaaS Website LinkedIn All Job Openings FP&A Director responsible for OneStream architecture and solutions in finance operations. Leading complex integrations and optimizations for executive decision-making across global finance teams. 🇺🇸 United States – Remote 💵 $130k - $204k / year ⏰ Full Time 🔴 Lead 💸 Financial Planning and Analysis (FP&A) AVP, Sales, Strategic Financial Services 🔥 17 hours ago Salesforce 10,000+ employees ☁️ SaaS 🤝 B2B 🤖 Artificial Intelligence Website LinkedIn All Job Openings Area Vice President leading sales efforts in Banking, Wealth & Asset Management and Insurance for Salesforce. Managing a growing sales organization and executing customer acquisition strategies. 🇺🇸 United States – Remote 💵 $239.4k - $320.2k / year ⏰ Full Time 🔴 Lead 💸 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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

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

Soft Skills

leadershipclient servicecommunicationdeadline managementprioritizationbusiness integrityadvisory skillsanalytical skillsproblem-solvingcollaboration

Certifications

CPABachelor's degree