View More Jobs Tax Senior Manager | SALT
- Financial Services
- National Tax Office United States (Remote) Be the First to Apply Apply Now Job Info Job Identification 5676 Posting Date 05/27/2026, 09:49 AM Locations 530 Howell Rd Ste 209, Greenville, SC, 29615, US (Remote) Base Range Info Compensation for this role will be based on the background of the individual selected for this position. For more details see the "About Us" section. Base Range $150,000
- $195,000 Essential 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 #LI-AE1 #LI-Remote About Us 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. Notice to Candidates Requiring Sponsorship At this time, CBIZ is not engaging with applicants who require sponsorship. Compensation & Benefits The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more. Notice to Third-Party Agencies CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of
CBIZ. CBIZ
will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity. Reasonable Accommodation If you are a qualified individual with a disability, you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com . Equal Opportunity Employer CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights . Apply Now © MapTiler © OpenStreetMap contributors Legend Jobs at a location Group of locations © MapTiler © OpenStreetMap contributors | © Oracle Corporation Terms Legal Notices Use control and scroll to zoom the map Use two fingers to move the map 530 Howell Rd Ste 209, Greenville, SC, 29615, US Copy to Clipboard Similar Jobs
