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Director, State & Local Tax- Indirect Tax

Role overview

Qualifications

  • Bachelor’s degree in Accounting required
  • Masters in Taxation, LLMCPA and/or JD certification required
  • 10+ years experience in state and local tax
  • 5+ years of supervisory experience, mentoring and counseling associates desired

Responsibilities

  • Manage multi-disciplinary, multi-state reviews that analyze various taxes to identify optimal filing options
  • Research state tax issues, including nexus determinations and taxability analyses
  • Counsel clients on state and local tax controversies and provide guidance in defending against audits
  • Plan and execute tax projects requiring a wide scope of expertise, including due diligence

Key facts

  • Remote from: Illinois (USA)
  • Full time
  • Expert & Leadership (>10 years)
  • 0
  • English

Other skills

  • Leadership
  • Entrepreneurship
  • Mentorship
  • Communication
  • Collaboration
  • Problem Solving

About the company

Moss Adams logo

Moss Adams

Accounting

Each day is an opportunity to imagine and plan for tomorrow. To think ahead, anticipate, and peer around corners. To see what’s unfolding in our world. At Moss Adams, we believe in the power of possible. In the face of accelerating change—where so much seems unplanned, unmanaged, and uncertain—we’re inspired by the extraordinary potential companies and individuals possess to discover and claim their future. We advise clients at all intervals of development—from start-up to rapid growth and expansion, to transition—collaborating on what’s important to them and their business. Delivering a full spectrum of accounting, consulting, and wealth management solutions, we’re immersed in the industries we serve and contextualize engagements with guidance and insight tailored to the nuances of each situation. We view the world through new ideas and help our clients elevate their business performance. Join us as we help clients create and manage the future, and rise. Upward. Our service lines include: ● Assurance ● Tax ● IT Consulting ● Strategy & Operations ● Transactions Consulting ● Individual Wealth Management ● Institutional Wealth Management

Company details

Company typeLarge
IndustryAccounting
Company size1001 - 5000

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Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.  

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

 

Responsibilities

Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Director to join our growing State & Local Tax  (SALT) practice in Chicago with a more indirect tax focus.

Our SALT practice is made up of 100 + professionals across the U.S., providing a full spectrum of services including Income & Franchise tax, Sales & Use tax, Real & Personal Property tax, Unclaimed Property and Voluntary Disclosure & Remediation by industry needs.  As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses and enhance cash flow.

You will enjoy this role if:

  • You like working directly with CFO’s & owners of middle market clients and SALT leaders of Fortune 500 clients to help them solve their most complex state & local tax challenges.

  • You want to continue to expand your leadership experiences and hone your consulting skills as a comprehensive SALT professional in areas such as, sales tax nexus, research projects, ruling requests, process review, reverse audit, credits & incentives and property tax. Most of your work will be consulting focused!

  • You crave a leadership opportunity to help build a fast growing, entrepreneurial State & Local tax practice where your hard work and creativity will be rewarded.

  • You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration, gives you visibility to leadership and truly enjoys working together.

  • You want to be part of firm that values specialty tax practices and is invested in your success by providing the resources and support to continually sharpen your technical skills and build your career now, for tomorrow.

What you’ll do:

  • Be a trusted advisor to middle market and Fortune 500 clients by providing strategic state and local tax consulting services that lower their tax rates, ensure they are in compliance and provide value across the spectrum of state and local taxes. This includes:

    • Manage multi-disciplinary, multi-state reviews that analyze income, franchise, sales and use, payroll, valorem taxes, and others to identify optimal filing options, exemptions, credits and incentives, and corporate structures that can reduce the client's tax burden

    • Research state tax issues including nexus determinations, taxability analyses and quantification of potential liabilities

    • Counsel clients on state and local tax controversies, including research, drafting client correspondence, prepare ruling requests and providing guidance in defending against state audits

    • Plan and execute tax projects requiring a wide scope of expertise, including due diligence and voluntary disclosure projects

    • Prepare technical memoranda on state and local tax issues for individuals, corporations, partnerships and LLCs

    • Maintain active communication with clients and make recommendations for business and process improvements, manage expectations and enhance value

  • Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met

  • Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community

  • Invest in your professional development individually and through participation in firm wide learning and development programs

  • Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals

Qualifications:

  • Bachelor’s degree in Accounting required. Masters in Taxation, LLM

  • CPA and/or JD certification required

  • 10+ year(s) experience in state and local tax

  • 5+ year(s) of supervisory experience, mentoring and counseling associates desired

  • Experience as a client serving professional for a consulting firm desired

  • Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects

The pay rate range for this position is listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

In Chicago and Oakbrook, IL: pay rate range is $257,140 to $337,490.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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