State and Local Tax Director

7 days ago

Irvine, California, United States Regal Executive Search Full time
About the Role

We are seeking a highly skilled State and Local Tax Director to join our Corporate Tax Services Group. As a key member of our team, you will be responsible for providing expert guidance on state and local tax matters to our clients.

Key Responsibilities
  • Initiate, monitor, and deliver tax compliance and advisory services in a timely and accurate manner.
  • Prepare and/or review all Income Tax Provisions related to state issues, including State Rate and FIN48 calculations.
  • Draft technical memoranda, including FIN48, sales sourcing, and nexus memoranda.
  • Create and/or review multistate Apportionment Schedules for provision and tax return purposes.
  • Review corporate income tax returns prepared on behalf of our clients under all states, cities, and local taxes.
  • Provide tax controversy representation primarily with the California Franchise Tax Board but, also to a limited degree, for other states.
  • Identify, design, and implement tax planning strategies to minimize taxes and reduce tax compliance burdens.
  • Lead in conference calls with clients, the Big 4 and other accounting and law firms, as the firm's State and Local Tax specialist.
  • Monitor changes in state laws, including changes in apportionment formulas, sales factor sourcing rules, combined versus separate states, consolidated elections, water's-edge and worldwide elections, state DRDs, and state rates.
  • Update the firm's apportionment schedule templates and other multistate charts on an annual basis.
  • Draft and post internal SALT Alerts related to information and/or updates relevant to our clients and practice.
  • Conduct nexus analysis and nexus planning.
  • Assist with day-to-day state and local tax matters that may arise.
  • Manage projects to ensure technically-accurate products and high-quality deliverables are presented to clients.
  • Manage projects within budgetary and time constraints while providing a high-level of client satisfaction.
  • Ensure complete communication with client and firm personnel.
  • Build client relationships and demonstrate knowledge of client business.
  • Participate in the mentoring and development of team members.
Requirements and Qualifications
  • The candidate must have an active CPA or State Bar license in his/her home state.
  • At a minimum, the candidate must hold a Bachelor of Accountancy or equivalent degree, however, a Masters of Accountancy, a Masters of Taxation, or a Juris Doctor is preferred.
  • The candidate must be a Senior Manager (or equivalent position) with at least three years of Senior Manager experience in the public accounting environment.
  • Experience with FTB audit, FTB refund claim, FTB Protest, FTB Settlement, and/or SBE appeal procedures is desired.
About Us

We are a West Coast regional accounting firm with over 70 professionals and offices in multiple cities. Our Corporate Tax Services group serves more than one hundred and fifty SEC registrants and hundreds of private-equity-owned and venture-backed businesses.

We are 100% focused on Accounting for Income Tax, Tax Provision, Tax Accounting (ASC 740, FAS 109, FIN48, etc.), tax compliance, and tax consulting for our high-profile corporate clients.

In addition, we provide complete or partial outsourcing for our clients' tax departments.

Recognized as a leader in this space, the group's collaborative, fast-paced, and dynamic environment offers employees the opportunity to work with high caliber team members, our counterparts at the Big 4 and other national audit firms, and diverse top-tier clients while maintaining a small firm atmosphere.

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