Manager State Tax Compliance

Posted 15 Days Ago
Be an Early Applicant
Saint Louis, MO, USA
In-Office
Senior level
Fintech
The Role
Manages corporate state income tax compliance, including consolidated, unitary, and separate-company returns. Leads state income, sales/use, and franchise tax audits; oversees quarterly estimates and extensions; researches tax positions; incorporates acquisitions and tax law changes; improves tax technology and processes; and supervises a team of 1–2 employees.
Summary Generated by Built In
What You'll Be Doing

This position is responsible for the corporate state income tax return compliance process, both consolidated/unitary and separate company tax returns. The individual in this role will also be heavily involved in state income tax audits, sales/use tax audits, and franchise tax audits. Additionally, this position will lead quarterly estimates/extension calculations and efforts to enhance the technology of the department. This position is responsible for managing a team of 1-2. 

What We're Looking For

• Manages and leads the entire corporate state income tax return compliance process utilizing ONESOURCE.• Maintains, updates, and utilizes our state tax apportionment application built through Microsoft PowerQuery and PowerBi Pro.• Coordinates and handles state income tax audits, sales/use tax audits, and franchise tax audits.• Ensure accuracy and completeness of tax returns being prepared, through maintenance of controls and review processes.• Models and integrates acquisitions, tax law changes, changes in the business structure, and/or other tax planning opportunities.• Ability to thoroughly research state tax positions.• Assist with technology initiatives.• Lead the estimate and extension process.• Manages a team of 1-2 individuals.


What You'll Bring

• Experience and proficiency with corporate state income tax compliance, including ONESOURCE.• Analytical ability to review data, systems, and process to identify and resolve issues.• Strong knowledge of standard concepts, practices, and procedures within the accounting field.• Basic understanding of the financial markets and financial services industry.

Education & Experience

• Minimum Required: Bachelor's degree in Accounting, Business, or related field.• Preferred: Master's Degree • Minimum Required: 5+ years' of corporate state income tax experience.

Licenses & Credentials

• Minimum Required: Series 99 or obtained within 6 months• CPA Preferred

Systems & Technology

• Proficient in the Microsoft Office suite of products.• Experience with Alteryx, PowerQuery/PowerPivot and Power BI Pro.• Background in the ONESOURCE tax suite of products. #LI-JK1

About Stifel

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.


While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let’s talk about how you can find your place here at Stifel, where success meets success.


At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.


Stifel is an Equal Opportunity Employer.

Skills Required

  • Bachelor's degree in Accounting, Business, or a related field
  • 5+ years of corporate state income tax experience
  • Series 99 license or ability to obtain it within 6 months
  • Experience and proficiency with corporate state income tax compliance and ONESOURCE
  • Proficiency with Microsoft Office
  • Experience with Alteryx, PowerQuery, PowerPivot, and Power BI Pro
  • Background in the ONESOURCE tax suite
  • Master's degree
  • CPA certification

Stifel Financial Corp. Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Stifel Financial Corp. and has not been reviewed or approved by Stifel Financial Corp..

  • Strong & Reliable Incentives — Compensation is positioned as highly attractive for financial advisors, with emphasis on meaningful earning upside tied to production. Recognition for advisor satisfaction indicates that incentive mechanics can be a differentiator in producer roles.
  • Flexible Benefits — The benefits program is broad and multi-option, spanning multiple health plan choices, FSAs/HSAs, and a wide set of voluntary insurance add-ons. This menu-style design supports tailoring coverage to different life stages and needs.
  • Parental & Family Support — Family-oriented benefits are extensive, including parental leave, adoption assistance, fertility and family-building support, and back-up childcare and elder care. These offerings signal a comparatively strong support system for caregiving and family planning.

Stifel Financial Corp. Insights

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The Company
HQ: Saint Louis, MO
7,052 Employees
Year Founded: 1890

What We Do

Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S. Stifel ranks as the 7th largest brokerage firm in the country as measured by number of financial advisors, with approximately 2,300, and features a highly regarded equity research department that has earned numerous accolades from such publications as The Wall Street Journal, Forbes, and the Financial Times. In 2023 and 2024, Stifel was recognized as the No. 1 wealth management firm for employee advisor satisfaction, based on the J.D. Power U.S. Financial Advisor Satisfaction Study*. Stifel is the principal subsidiary of Stifel Financial Corp. (NYSE: SF), a financial services holding company headquartered in St. Louis, Missouri. Stifel Financial Corp.'s other subsidiaries include Stifel Independent Advisors, LLC, an independent contractor broker-dealer firm; Stifel Nicolaus Europe Limited, the Company’s European subsidiary; Stifel Nicolaus Canada, Inc., our Canadian subsidiary; Stifel Bank and Trust and Stifel Bank, retail and commercial banks; and Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A, our trust companies. *Stifel received the highest score among employee advisors in the J.D. Power 2023-2024 U.S. Financial Advisor Satisfaction Studies, which measures employee advisors’ satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more details.

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