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ResponsibilitiesEssential Functions and Primary Duties
Serve as a SALT subject matter expert for clients within the financial services industry, including asset managers, banks, insurance companies, private credit, fintech, and other financial institutions
Lead SALT compliance and consulting engagements addressing complex multistate tax issues unique to financial services organizations, including state and local income tax compliance reviews, income sourcing, apportionment, and nexus considerations
Advise clients on state tax implications of financial products, services, and revenue streams, including fee-based income, investment structures, and intercompany transactions
Provide technical guidance on state income/franchise, sales/use, and other indirect tax matters impacting financial institutions, including evolving regulatory and compliance expectations
Support clients in navigating state tax considerations related to emerging financial models, including fintech platforms, digital payments, and alternative investment structures
Conduct nexus and filing footprint analyses for multistate and highly regulated financial services organizations operating across jurisdictions
Assist with audit defense, controversy matters, and voluntary disclosures specific to financial services and institutional clients
Monitor and communicate developments in state taxation impacting financial institutions, and translate those changes into actionable client guidance
Partner with firm leadership to expand CBIZ’s SALT presence within the financial services sector, including identifying new service offerings and market opportunities
Preferred Qualifications
Experience providing SALT services to financial institutions or financial services clients (e.g., asset management, banking, insurance, private equity, hedge funds, fintech) in the New York Metro area
Strong understanding of state tax rules impacting financial services, including apportionment methodologies, sourcing of receipts, and industry-specific nuances
Experience advising on complex entity structures and investment vehicles common within financial services
Familiarity with regulatory and reporting environments applicable to financial institutions and their state tax implications
Exposure to emerging areas such as fintech, digital payments, and digital assets within a broader financial services context is a plus
Proven ability to translate complex financial structures into practical SALT strategies and compliance solutions
Minimum Qualifications
- Bachelor's degree required
- 8 years experience in public accounting or related field
- 5 years supervisory
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on business needs
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Skills Required
- Serve as a SALT subject matter expert for financial services clients
- Bachelor's degree
- 8 years experience in public accounting or related field
- 5 years supervisory experience
- Active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Ability to manage deadlines, handle multiple assignments, and prioritize work
- Demonstrated verbal and written communication skills at all organizational levels
- Proficient use of applicable technology
- Must be able to travel based on business needs
- Experience providing SALT services to financial institutions (asset managers, banks, insurance, private equity, fintech)
- Strong understanding of state tax rules impacting financial services, including apportionment and sourcing
- Experience advising on complex entity structures and investment vehicles common in financial services
- Familiarity with regulatory and reporting environments applicable to financial institutions
- Exposure to fintech, digital payments, or digital assets
What We Do
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.
