Tax Manager - Firm Services
Core
Own and build a multi-state tax compliance function for an RIA, handling SALT filings, ASC 740 provisions, and M&A due diligence.
Role type
Senior IC Tax Manager (Firm Services)
Builds
State/local tax returns, ASC 740 workbooks, M&A tax due diligence reports, and internal tax processes.
Domain
Financial Services / Tax Compliance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Multi-state tax compliance, ASC 740 provision preparation, M&A tax due diligence, K-1 preparation, tax nexus management, sales tax compliance, purchase accounting deferred tax analysis, Form 8594 preparation, tax credit identification, process improvement
Preferred skills
Public accounting background, M&A transaction support, financial services/RIA experience, Master's degree in Accounting or Taxation
Technologies
None explicitly stated
Responsibilities
Prepare and review state and local tax returns across 20+ jurisdictions; maintain state nexus tracker and update filing obligations; prepare annual income tax provision workbook including deferred tax schedules; review target company tax returns and quantify risk for M&A; manage K-1 preparation and distribution; identify tax credit opportunities and drive efficiency through insourcing
Seniority
Senior, hands-on IC
