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Senior Finance Manager – State & Local Taxes

Role overview

Qualifications

  • Bachelor's degree in accounting, Finance, or related field; CPA, CMI, or MST is a must
  • 5+ years of progressive experience in U.S. State and Local Tax (SALT), including U.S. Sales Use Tax experience
  • Strong technical knowledge of multistate income/franchise tax, sales and use tax, and related compliance and planning matters
  • Proficiency with tax compliance software and ERP systems (e.g., OneSource, CorpTax, SAP, Avalara or similar)

Responsibilities

  • Lead and oversee the preparation, review, and timely filing of state and local tax returns
  • Manage state and local tax compliance calendar, ensuring accuracy and adherence to filing deadlines
  • Develop and implement SALT planning strategies to optimize the company's overall state tax position
  • Monitor state and local legislative and regulatory developments, assess their impact on the business

Key facts

Hard skills

Other skills

  • Verbal Communication Skills
  • Analytical Skills

About the company

K2 Services logo

K2 Services

IT Services & IT Consulting

K2 Services, LLC is a leading technology-enabled services provider, specializing in IT managed services, unified support and enterprise technology platforms for the legal industry. Our comprehensive portfolio provides an inclusive enterprise IT function to allow our clients to focus on core business initiatives. Our targeted offerings address specific areas of need including IT hosting and consulting services, 24x7 help desk, network and security operational center support and enterprise application platforms. We simplify a complex technology ecosystem to help drive user experiences and adoption rates and optimize workflow efficiencies. Our dedicated experts, along with our strategic alliances with leading cloud, software and hardware partners, enable us to deliver unparalleled value and support to our clients.

Company details

IndustryIT Services & IT Consulting
Company size201 - 500

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Job description

About Us:


Opensity Solutions is the largest tech‑enabled managed services organization serving leading law firms, financial institutions and professional services firms. At Opensity, we provide integrated operational platforms, automation and advisory services that enable clients to modernize operating models, reduce cost and accelerate growth. Our capabilities include IT and technology solutions, document processing and administrative support, marketing and communications, billing and AP/AR services, records and information governance, workflow automation, consulting and hospitality and facilities services.

Our Mission:


Our mission is to provide modernized technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best.

Job Description:

Job type: Permanent/Full time

Location: Remote- United States

Compensation: USD 135k- 170k/annum

Must be eligible to work in the US without any visa restrictions

Summary:
We are seeking a Senior Manager, State and Local Taxes to oversee U.S. multistate tax compliance, planning, and tax matters. The successful candidate will serve as a key advisor on SALT matters and partner closely with Finance, Legal, and business unit leaders to minimize tax risk and identify planning opportunities across state and local jurisdictions. This role will report to the SVP Finance.

Key Responsibilities:
•    Lead and oversee the preparation, review, and timely filing of state and local income/franchise, sales and use, gross receipts, property, and other applicable state and local tax returns.

•    Manage state and local tax compliance calendar, ensuring accuracy and adherence to filing deadlines across all applicable jurisdictions
•    Develop and implement SALT planning strategies to optimize the company's overall state tax position, including nexus studies, apportionment analysis, and credits/incentives identification
•    Monitor state and local legislative and regulatory developments, assess their impact on the business, and communicate implications to leadership
•    Manage state and local tax audits, including responding to information requests and resolving disputes
•    Oversee nexus determinations and taxability analyses for new products, services, and business expansion activities
•    Partner with business units on new initiatives, acquisitions, and restructurings to proactively address SALT implications
•    Identify and implement process improvements, automation, and technology solutions to increase efficiency of SALT compliance and reporting processes
•    Manage relationships with external tax advisors, consultants, and outside counsel as needed
•    Prepare and present SALT risk assessments, forecasts, and technical memoranda

Qualifications:
•    Bachelor's degree in accounting, Finance, or related field; CPA, CMI, or MST is a must.
•    5+ years of progressive experience in U.S. State and Local Tax (SALT), including U.S. Sales & Use Tax experience.​ Minimum 3-5 years of experience working within a public accounting SALT practice required

•    Strong technical knowledge of multistate income/franchise tax, sales and use tax, and related compliance and planning matters
•    Experience managing state tax audits and informing requests

•    Strong analytical, research, and communication skills
•    Proficiency with tax compliance software and ERP systems (e.g., OneSource, CorpTax, SAP, Avalara or similar)
•    Ability to work independently in a remote environment while collaborating effectively across distributed teams

What We Offer:
•    Competitive salary and performance-based bonus
•    Comprehensive health and wellness benefits
•    Remote-first flexibility
•    Professional development and continuing education support
•    Collaborative, growth-oriented team culture

All eligible employees receive access to a comprehensive benefits package, including:

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan

Paid Time Off (PTO)

Opensity is committed to fostering an inclusive, equitable, and accessible workplace. We believe diverse perspectives strengthen our teams and the work we do for our clients. 


Opensity provides equal employment opportunities to all applicants and employees and does not discriminate on the basis of race, colour, religion or creed, sex, sexual orientation, gender identity or expression, age, national or ethnic origin, ancestry, citizenship, disability, family status, marital status, source of income, record of offences, or any other characteristic protected under applicable federal or provincial human rights legislation. 


We are committed to fair and barrier free recruitment, selection, and employment practices, and to providing reasonable accommodation throughout the hiring process and employment lifecycle, in accordance with applicable human rights legislation. 


Candidates who require accommodation during any stage of the recruitment process are encouraged to advise our Talent team so appropriate support can be provided.

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MR

Marcus Rivera

Chief Revenue Officer

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