Tax Senior Manager, Direct SALT Funds

What You’ll Do

As a Senior Manager on our State & Local Tax (SALT) team, you will lead complex direct tax (income/franchise) engagements for investment funds, private equity, hedge funds, and asset management clients. You’ll serve as a trusted advisor on multi-state tax matters, delivering strategic compliance, consulting, and structuring solutions with a strong emphasis on New York state taxation and Tri-State tax matters.

You’ll be an experienced state and local tax professional with deep expertise in direct (income/franchise) tax and a passion for delivering high-impact consulting and planning solutions. In this role, you will:

• Take ownership of complex state income tax engagements for investment companies, management companies, and other sophisticated client structures.
• Lead strategic SALT consulting and planning initiatives, drive technical analysis from structuring through compliance, and serve as a trusted advisor and thought leader in the direct tax space—while mentoring team members and contributing to practice growth.
• Serve as a technical subject matter expert on direct SALT matters, with a particular emphasis on New York state tax (required).
• Monitor legislative and regulatory developments across key jurisdictions and provide strategic guidance to clients and internal teams.
• Build trusted-advisor relationships by understanding clients' operations, structures, and state tax risk areas. Provide clear, actionable recommendations on complex multi-state issues tailored to each client's business.
• Collaborate across service lines—including federal tax, funds, and M&A teams—for seamless, integrated service delivery.

Qualifications

• CPA, EA or JD required.
• Bachelor's degree in Accounting, Finance, or related field.
• 8+ years of progressive SALT experience with a strong focus on direct (income/franchise) tax—not Sales & Use.
• New York state tax expertise required.
• Experience advising investment companies, funds, or complex entity structures strongly preferred.
• Background at a Big 4 or large public accounting firm preferred.
• Proven leadership, communication, and client management skills.
• Interest in business development and growing a SALT practice.
• Proficiency in tax research tools and Microsoft Office.
• Eligibility to work in the U.S. without sponsorship.