[Remote] Tax Director | SALT - Financial Services - National Tax Office

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.ResponsibilitiesServe 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 institutionsLead 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 considerationsAdvise clients on state tax implications of financial products, services, and revenue streams, including fee-based income, investment structures, and intercompany transactionsProvide technical guidance on state income/franchise, sales/use, and other indirect tax matters impacting financial institutions, including evolving regulatory and compliance expectationsSupport clients in navigating state tax considerations related to emerging financial models, including fintech platforms, digital payments, and alternative investment structuresConduct nexus and filing footprint analyses for multistate and highly regulated financial services organizations operating across jurisdictionsAssist with audit defense, controversy matters, and voluntary disclosures specific to financial services and institutional clientsMonitor and communicate developments in state taxation impacting financial institutions, and translate those changes into actionable client guidancePartner with firm leadership to expand CBIZ’s SALT presence within the financial services sector, including identifying new service offerings and market opportunitiesSkillsBachelor's degree required8 years of experience in public accounting or related field6 years of supervisory experienceMust have active CPA or equivalent certificationAbility to manage deadlines, work on multiple assignments and prioritize each assignment as necessaryProficient use of applicable technologyDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyProven high level of business integrity, client service and leadership skillsMust be able to travel based on client and business needsExperience 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 areaStrong understanding of state tax rules impacting financial services, including apportionment methodologies, sourcing of receipts, and industry-specific nuancesExperience advising on complex entity structures and investment vehicles common within financial servicesFamiliarity with regulatory and reporting environments applicable to financial institutions and their state tax implicationsExposure to emerging areas such as fintech, digital payments, and digital assets within a broader financial services context is a plusProven ability to translate complex financial structures into practical SALT strategies and compliance solutionsCompany OverviewCBIZ, 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 SponsorshipCBIZ 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.