A financial services organization is seeking a seasoned State & Local Tax professional with deep banking-industry experience to support multistate tax compliance, planning, accounting, and controversy matters. This role will focus heavily on bank-specific state tax requirements, including income and franchise tax, apportionment, quarterly estimates, tax provisions, returns, and state tax notices. The ideal candidate brings 5+ years of banking tax experience and can independently research complex tax matters and provide practical guidance to internal stakeholders.
RESPONSIBILITIES
Review state tax estimates, provisions, and tax returns to ensure compliance with applicable state regulations and filing requirements.
Prepare and/or review quarterly and monthly state tax provisions and estimated tax calculations.
Review state income tax returns, apportionment information, and supporting documentation.
Perform annual state tax nexus and apportionment analyses across multiple jurisdictions.
Monitor state tax return preparation and filing processes and ensure deadlines are met.
Manage notices and correspondence from state tax authorities, including researching issues, preparing responses, and resolving outstanding matters.
Monitor state and local tax law developments and assess potential impacts on the organization.
Conduct research on complex SALT questions and provide guidance on business-specific tax matters.
Coordinate external tax consulting needs, including sales and use tax and other indirect tax matters.
Support tax accounting activities, including financial statement tax provisions and external audit inquiries.
Develop and update tax policies, procedures, and internal controls related to state and local tax compliance.
Partner with internal teams and external advisors to address audits, refunds, credits, and other state tax matters.
QUALIFICATIONS
5+ years of relevant State & Local Tax experience, preferably within banking or financial services.
6 10 years of overall tax compliance experience in public accounting or private industry preferred.
Bachelor s degree in Accounting, Tax, or a related field.
Strong understanding of bank-specific state tax regimes, including income/franchise tax modifications and apportionment methodologies.
Demonstrated experience with multistate SALT compliance, planning, and controversy for financial institutions.
Understanding of tax accounting and applicable accounting standards, including ASC 740 and U.S. GAAP.
Experience with tax compliance, general ledger accounting, and financial statement compilation.
Proficiency with state tax research tools and strong tax research capabilities.
Strong analytical, reporting, communication, and problem-solving skills.
Ability to independently manage new projects and complex tax issues.
Strong Microsoft Office skills.
CPA preferred.
Financial services or banking experience is strongly preferred.
Numbers & Facts
Location
New York, NY
Skills
Accountingunmatched
Accounting Standards and Regulationsunmatched
Analysis Skillsunmatched
Banking Servicesunmatched
Certified Public Accountant (CPA)unmatched
Consultingunmatched
Documentationunmatched
External Auditunmatched
Financial Planningunmatched
Financial Servicesunmatched
Financial Statementsunmatched
General Ledger Accountingunmatched
Generally Accepted Accounting Principles (GAAP)unmatched
Income Taxunmatched
Local Taxunmatched
Mail Processingunmatched
Maintain Complianceunmatched
Microsoft Officeunmatched
People Managementunmatched
Problem Solving Skillsunmatched
Project/Program Managementunmatched
Public Accountingunmatched
Regulatory Complianceunmatched
Regulatory Submissionsunmatched
Research Skillsunmatched
Sales Taxunmatched
State Laws and Regulationsunmatched
State Taxunmatched
Tax Accountingunmatched
Tax Planningunmatched
Tax Regulationsunmatched
Tax Returnsunmatched
Time Managementunmatched
Use Taxunmatched
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