Vice President, State and Local Tax
Jefferies | New York, NY
Vice President, Tax
State and Local Tax Group
State & Local Indirect Tax Group:
The State & Local Indirect Tax Group is responsible for analyzing, determining, and preparing State & Local Sales and Use Tax returns. The group is responsible for determining the taxability of the property or services. The group is also responsible for identifying all locations and jurisdictions that the Company has an obligation to file Personal Property Taxes and other Indirect Taxes. Additionally, the group is responsible for handling audits, appeals and negotiations with various state tax authorities.
Position:
Jefferies’ Tax Department is expanding to support the Firm’s continued growth and diversification. The Firm seeks a highly motivated individual who will work closely with the Director of State and Local Tax and the Indirect Tax Manager to assist with tax compliance, tax examinations, research and planning.
Primary Responsibilities:
- Preparing the Firm's State Sales & Use Tax, Personal Property, and other various indirect tax filings.
- Analyzing the Firm’s sales tax transactions for purchases of Fixed Assets, Market Data, and Software, etc. using the Vertex Sales and Use Tax automation system to determine the taxability of each item.
- Preparing/reviewing detailed workpapers for the Firm’s various business units and joint ventures.
- Perform research and draft memoranda on various state sales and use tax issues.
- Assist with tax audits.
- Handling various state tax notices from various tax authorities and proposing suggested responses/strategies.
Required Background:
- Significant experience in some or all the following areas: Multi-state Sales and Use tax compliance, tax research, ASC 450, and MS Excel modeling.
- Knowledgeable in Vertex Tax Software, preferable, but not required.
- Knowledgeable in RIA Checkpoint, CCH, and/or BNA.
- Bachelor of Science or Bachelor of Arts degree in Accounting or business-related field.
- Certified Public Accountant or Enrolled Agent, preferable, but not required.
- 5-8 years of relevant work experience at a major accounting firm and/or in the Financial Services Industry.
- Ability to learn new areas and concepts quickly, and thrive in a dynamic, time-sensitive environment.
- Proven project management skills.
- Team player with strong written and verbal communication skills.
Primary Location: New York Full Time Salary Range of $140,000-$150,000
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About UsJefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.
The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.
Skills Required
- Multi-state sales and use tax compliance experience
- Tax research experience including drafting memoranda
- Experience with ASC 450 and related tax accounting
- MS Excel modeling and advanced Excel skills
- Knowledgeable in RIA Checkpoint, CCH, and/or BNA
- Knowledge of Vertex Tax Software (preferable)
- Bachelor's degree in Accounting or business-related field
- Certified Public Accountant or Enrolled Agent
- 5-8 years relevant experience at a major accounting firm and/or financial services industry
- Experience assisting with tax audits and responding to tax notices
- Proven project management skills
- Strong written and verbal communication and teamwork skills
Jefferies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Jefferies and has not been reviewed or approved by Jefferies.
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Strong & Reliable Incentives — Compensation is positioned as competitive with meaningful upside, with potential for significant earnings depending on group performance and strong years. A formulaic, performance-linked bonus model ties payouts to individual fees or P&L, reinforcing a pay-for-results dynamic.
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Parental & Family Support — Family-building support is broad, including primary and non-primary caregiver leave, adoption assistance, subsidized emergency child and eldercare, and a $25,000 stipend for qualified surrogacy, adoption, or fertility support. Added resources like family support programs and parental-leave coaching further strengthen caregiver benefits.
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Wellbeing & Lifestyle Benefits — Lifestyle perks extend beyond standard coverage, including discount programs, commuter benefits, legal plans, charitable matching, and education assistance such as tuition support and scholarships for employees’ family members. Location-specific perks like gym stipends and free cafeteria lunch are also described as available in some offices.
Jefferies Insights
What We Do
Jefferies, the global investment banking firm, has served companies and investors for 60 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as asset and wealth management. The firm provides research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. Jefferies Group LLC is a wholly-owned subsidiary of Jefferies Financial Group (NYSE: JEF), a diversified financial services company. More about our company can be found at www.jefferies.com.
