Working closely leadership to help drive SALT growth both internally and externally, with a focus on income/franchise consulting and compliance projects, while identifying seamless opportunities for CLA.
Manage SALT income/franchise projects while identifying opportunities for client growth, and risk mitigation in a myriad of projects including, but not limited to, nexus studies; restructuring opportunities; voluntary disclosure agreement proceedings; income/franchise tax compliance; pass through entity tax projects; PL 86-282 studies; and return review for refund opportunities.
Represent clients in negotiations with taxing authorities in connection with income/franchise tax audits; state tax notices; Amnesty programs; voluntary disclosure agreement programs.
Identify clients and targets for SALT’s income/franchise tax compliance center and provide review support for income/franchise tax return filings, on an as-needed basis.
Develop, recruit and grow regional staff (associates and senior associates) and continue to assist with growing and training the SALT team.
Partner with Industry leaders and NTO to develop thought leadership for income/franchise tax.
Serve as a resource to CLA’s national Transaction Tax Services team to consult from a SALT perspective on M&A deals.
Meet with/build relationships with CRLs and industry leads to drive SALT growth and brand SALT internally and externally.
Contribute to SALT’s growth plans and national growth network initiatives, including recruiting efforts; integrate and team with CLA’s new acquired firms.
Serve as a leader to ensure all CLA risk management policies and procedures, including engagement set-up; client billing and collections; and document retention policies are followed and that the SALT staff are trained and aware of all policies.

Requirements

Education: Bachelor’s degree in Accounting, Finance or related field.
Experience: Six years of experience serving in a tax role with a public accounting firm and/or professional services firm.
Certification/ Licenses: CPA certification. JD or EA (Enrolled Agent) may be accepted in place of CPA certification.
Deep knowledge and understanding of State & Local Tax and Income Franchise Tax preferred.

Benefits

Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits

Applicant Tracking System Keywords

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

Hard Skills & Tools

income tax compliancefranchise tax compliancenexus studiesrestructuring opportunitiesvoluntary disclosure agreementspass through entity taxreturn review for refundtax auditsrisk mitigationM&A consulting

Soft Skills

leadershiprelationship buildingteam developmenttrainingcommunicationcollaborationstrategic thinkingclient managementnegotiationproblem solving

Certifications

CPAJDEA