Note: The job is a remote job and is open to candidates in USA. CBIZ is a leading professional services advisor to middle-market businesses nationwide, and they are seeking a Tax Director for their National Tax Office. The role involves serving as a SALT subject matter expert, leading compliance and consulting engagements, and advising clients on complex multistate tax issues specific to the financial services industry.
Responsibilities
- 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
Skills
- Bachelor's degree required
- 8 years of experience in public accounting or related field
- 6 years of supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proven high level of business integrity, client service and leadership skills
- Must be able to travel based on client and business needs
- 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
Company Overview
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. It was founded in 1978, and is headquartered in East Windsor, Connecticut, USA, with a workforce of 10001+ employees. Its website is https://kaconsults.cbiz.com.Company H1B Sponsorship
CBIZ has a track record of offering H1B sponsorships, with 1 in 2025, 1 in 2023, 1 in 2022, 2 in 2020. Please note that this does not guarantee sponsorship for this specific role.