Salary
💰 $65,000 - $80,000 per year
About the role
- Prepare SALT nexus studies and prepare/review SALT and registration filings
- Manage the SALT and business registration function for all clients
- Manage third party tax and compliance providers when applicable
- Assist in development and administration of internal procedures for SALT and registration compliance
- Create templates for client delivery such as client proposals and nexus study results
- Research SALT and registration nexus requirements and coordinate client registrations with administrative assistants or vendors
- Monitor federal, state, and local legislation impacting SALT and registration reporting and recommend updates
- Develop educational materials and deliver training sessions for clients and staff
- Support the Tax Director with income tax workpaper preparation
- Maintain clear communication with team members and participate in client calls and meetings
- Design, develop, and manage internal processes for indirect tax and business registration compliance workflows
- Perform in-depth tax research and convey complex tax concepts to internal teams and clients
Requirements
- University degree in the field of accounting, finance, or another similar discipline
- 4+ years of tax preparation experience in a private company or public accounting firm with a focus in SALT compliance and research
- CPA certification a plus
- Proficiency in a range of bookkeeping and tax compliance software applications
- Experience researching and registering with city, county, and state agencies to maintain client tax and registration compliance
- Proven ability to prepare SALT returns; experience preparing federal/state income tax workpapers and returns for corporations, S corporations, partnerships, individuals, fiduciaries, and private foundations, a plus
- Skilled in researching complex tax matters and applying best practices
- Exceptional written and verbal communication skills
- Customer service–oriented with a commitment to providing accurate, timely information
- Strong organizational and project management skills; ability to prioritize and meet deadlines
- Self-motivated with strong ownership and adaptability
- Must be available during normal business hours Monday through Friday
- All offers contingent on successful completion of background screen