Century Business Services

Tax Director | SALT - Financial Services - National Tax Office

Century Business Services • $120K — $150K *
Greenville, SC 29615In-Person
Finance & Insurance
8 - 10 years of experience
1 month ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • 8 years of experience in public accounting or related field
  • 6 years of supervisory experience
  • Must have active CPA or equivalent certification
  • Proficient use of relevant technology
  • Strong verbal and written communication skills across all organizational levels

Responsibilities

  • Serve as a SALT subject matter expert for financial services clients
  • Lead compliance engagements on complex multistate tax issues
  • Advise on state tax implications for financial products and services
  • Provide technical guidance on various state tax matters
  • Support clients with state tax considerations for emerging financial models
  • Conduct nexus and filing footprint analyses for multistate operations
  • Monitor and communicate developments in state taxation for financial institutions
  • Partner with leadership to expand SALT services within financial services

Benefits

  • Remote work flexibility
  • Opportunities for career development and leadership growth
  • Collaborative environment with industry leaders
  • Focus on innovative financial service models
Full Job Description
Job Description

#LI-AE1 #LI-Remote

Responsibilities

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


Qualifications

Minimum Qualifications
  • Bachelor's degree required
  • 8 years of experience in public accounting or related field
  • 6 years of supervisory experience
  • Must have active CPA or equivalent certification
  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proven high level of business integrity, client service and leadership skills
  • Must be able to travel based on client and business needs


About Century Business Services

Century Business Services is a holding company that provides a range of business services to small and medium-sized businesses. The company's subsidiaries offer services such as payroll processing, human resources management, and employee benefits administration. Century Business Services was founded in 1996 and is headquartered in Denver, Colorado.
Learn more about Century Business Services
Size
6,000 employees
Market Cap
$2.3 billion
Industry
Business Services
Net Income
$78.3 million
Founded
1987
5 Year Trend
+6.7%
Revenue
$963.9 million
NASDAQ
CBZ
* Ladders Estimates

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