Senior Manager, State Tax Controversy, Planning
Fiserv
full-time
Posted on:
Location Type: Hybrid
Location: Milwaukee • New Jersey, Wisconsin • 🇺🇸 United States
Visit company websiteSalary
💰 $109,000 - $182,400 per year
Job Level
Senior
About the role
- Lead and manage state and local income / franchise tax audits, notices and inquiries from initial contact through resolution
- Coordinate data requests, draft responses to IDRs and inquiries, and manage communications with tax authorities
- Evaluate audit findings and identify opportunities to mitigate exposure through settlement
- Partner closely with Federal and State compliance teams to ensure consistent application of tax positions
- Collaborate with the domestic planning team to analyze audit trends, identify planning opportunities, and ensure alignment between controversy and planning positions
- Partner with tax accounting and reporting teams to ensure accurate and timely recognition of audit reserves and adjustments
- Maintain documentation of audit positions, correspondence, and settlements in accordance with internal controls and SOX requirements
- Monitor and interpret state tax legislative and regulatory changes and assess their potential impact on the company
- Lead process improvement initiatives to enhance efficiency and risk management within the controversy area
Requirements
- 8+ years of experience with a strong technical and applied knowledge base of State and Local (and US Federal) tax laws
- 8+ years of state and local tax experience
- Strong technical knowledge of state income / franchise tax rules and audit procedures
- Experience managing multiple state audits concurrently through resolution
- Bachelor's of Science in Accounting or related degree
- CPA, JD or MST preferred
- Big 4 Public Accounting experience or Fortune 500 multi-national company experience & CPA; Financial and/or technology industry experience
Benefits
- Fuel Your Life program to support physical, financial, social, and emotional well-being
- Paid holidays and generous time away policies
- No-cost mental health support through Employee Assistance Programs
- Living Proof program to recognize your peers’ extra effort with points used for rewards
- Eight Employee Resource Groups to foster a collaborative culture
- Unparalleled professional growth with training, development, and internal mobility opportunities
- Retirement planning and discounted shares with the Employee Stock Purchase Plan
- Medical, dental, vision, life, and disability insurance options available day one
- Tuition assistance and reimbursement program
- Paid parental, caregiver, and military leave
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
state income taxfranchise taxaudit procedurestax lawsaudit findingssettlement mitigationaudit reservesinternal controlsSOX complianceprocess improvement
Soft skills
leadershipcommunicationcollaborationanalytical skillsproblem-solvingorganizational skillsrisk managementcoordination
Certifications
CPAJDMST