State Licensed Tax Manager

Job Summary

To support a growing State & Local Tax (SALT) practice, the full-time State Licensed Tax Manager will advise high-net-worth clients on complex state income tax matters, focusing on residency and domicile planning, while managing audits and controversies, and collaborating with the Private Wealth practice, with the option for remote work.

Key responsibilities

• Serve as a trusted advisor on state residency and domicile matters, developing strategies for clients
• Lead and manage state residency and individual income tax audits, responding to requests and negotiating with state authorities
• Research complex state tax issues and contribute to client communications and thought leadership initiatives

Required qualifications

• Bachelor's degree in Accounting, Finance, or a related field; advanced degree preferred
• 5 years of professional experience in state and local tax or related areas
• CPA, CMI, or JD/LLM certification required
• Experience advising high-net-worth individuals or similar private clients strongly preferred
• Strong knowledge of state individual income tax principles, particularly regarding residency and domicile