Manager State Tax Compliance

About the Role

This position is responsible for the corporate state income tax return compliance process, both consolidated/unitary and separate company tax returns. The individual in this role will also be heavily involved in state income tax audits, sales/use tax audits, and franchise tax audits. Additionally, this position will lead quarterly estimates/extension calculations and efforts to enhance the department's technology. This role manages a team of 1-2.

Responsibilities

• Manages and leads the entire corporate state income tax return compliance process utilizing ONESOURCE.
• Maintains, updates, and utilizes the state tax apportionment application built through Microsoft PowerQuery and PowerBi Pro.
• Coordinates and handles state income tax audits, sales/use tax audits, and franchise tax audits.
• Ensures accuracy and completeness of tax returns through maintenance of controls and review processes.
• Models and integrates acquisitions, tax law changes, business structure changes, and tax planning opportunities.
• Thoroughly researches state tax positions.
• Assists with technology initiatives.
• Leads the estimate and extension process.
• Manages a team of 1-2 individuals.

Requirements

• Experience and proficiency with corporate state income tax compliance, including ONESOURCE.
• Analytical ability to review data, systems, and processes to identify and resolve issues.
• Strong knowledge of standard concepts, practices, and procedures within the accounting field.
• Basic understanding of the financial markets and financial services industry.

Qualifications

• Minimum Required: Bachelor's degree in Accounting, Business, or related field.
• Preferred: Master's Degree.
• Minimum Required: 5+ years of corporate state income tax experience.
• Minimum Required: Series 99 license or obtained within 6 months.
• Preferred: CPA.

Skills

• Proficient in the Microsoft Office suite of products.
• Experience with Alteryx, PowerQuery/PowerPivot, and Power BI Pro.
• Background in the ONESOURCE tax suite of products.

Benefits

• Comprehensive benefits package including health, dental, and vision care.
• 401k plan.
• Wellness initiatives.
• Life insurance.
• Paid time off.

About the Company

Stifel is a global wealth management and investment banking firm with over 130 years of history, operating with a start-up mindset. Built on the principle of safeguarding clients' money as if it were our own, Stifel is committed to helping families, companies, and municipalities succeed. Headquartered in St. Louis, Stifel has offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and over 400 other locations worldwide. The firm employs approximately 9,000 individuals in roles such as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, and operations associates.