SALT Tax Services - Consultant

About the role

The Consultant serves as a critical technical specialist within the SALT Services practice, owning end-to-end execution of client engagements focused on state and local tax complexities. This role demands proactive ownership of advisory deliverables, ensuring high-quality analysis drives actionable insights for clients navigating intricate tax landscapes. You will act as a trusted advisor, translating nuanced regulatory requirements into clear strategic recommendations that align with client business objectives. Success in this position requires a commitment to technical excellence and a hands-on approach to resolving challenging tax issues. You will be responsible for building strong client relationships while collaborating seamlessly with internal Cfgi professionals and external advisors. The Consultant is expected to contribute to the growth and refinement of the SALT practice through innovative problem-solving and process discipline. This position offers exposure to a diverse portfolio of industries and complex multistate tax scenarios, fostering rapid professional development.

Key facts

What you'll do

Conduct detailed analysis of state income tax compliance obligations, preparing comprehensive technical memoranda and client-ready deliverables.

Perform in-depth research and evaluation of state and local tax laws, regulations, and evolving apportionment methodologies to determine accurate tax treatment.

Execute reviews of sales and use tax transactions, assessing indirect tax exposures and identifying potential savings or risk mitigation opportunities.

Provide robust support during tax audit engagements, developing strategic responses and negotiating positions with state tax authorities.

Lead the assessment of nexus presence, helping clients understand and manage their state tax filing obligations across multiple jurisdictions.

Develop and implement improvements to tax compliance processes, leveraging technology solutions to enhance accuracy and efficiency.

Analyze complex multistate tax reporting requirements, ensuring timely and accurate submission of various state returns and disclosures.

Collaborate with senior team members to conduct tax planning initiatives, supporting strategic restructuring and transaction advisory services.

Investigate and support resolution of tax controversy matters, including reverse audit strategies and defense preparation.

Evaluate and recommend appropriate tax automation platforms, such as Avalara or Vertex, to streamline indirect tax operations.

Assist in the development of clear presentation materials and insights derived from tax research to communicate findings to client stakeholders.

Support the identification and implementation of technology-driven enhancements to SALT compliance and indirect tax management workflows.

Perform high-quality work product reviews and knowledge transfer sessions to ensure consistency and continuous improvement within the team.

Engage directly with client finance teams to gather requirements, clarify tax positions, and build productive working relationships.

Apply structured analytical frameworks to solve novel tax problems, demonstrating sound professional judgment in all engagements.

Requirements

Possess a minimum of 2 years of cumulative professional experience specifically within state and local tax, corporate tax, public accounting, or corporate tax consulting environments.

Hold a minimum of 2 years of prior experience gained at one or more Big 4 firms, specifically Deloitte, EY, KPMG, or PwC, demonstrating a proven track record in tax practice.

Have direct experience contributing to state income tax compliance, sales and use tax compliance, indirect tax advisory, or multistate tax reporting engagements.

Demonstrate a thorough understanding of the practical application of state income tax regulations, sales and use tax rules, indirect tax frameworks, and multistate tax coordination.

Possess the ability to conduct sophisticated tax research, focusing on nexus determinations, apportionment factor analysis, and unitary filing group considerations.

Showcase prior involvement in tax planning strategies, restructuring projects, audit defense processes, or formal tax controversy resolution engagements.

Have hands-on experience utilizing tax automation technologies, including but not limited to Avalara, Vertex, or comparable platforms for indirect tax processing.

Demonstrate a history of supporting process improvement initiatives or tax technology implementation projects within either a corporate treasury or a consulting capacity.

Nice to have

Possess an active Certified Public Accountant (CPA) license, a Juris Doctor (JD), a Master of Science in Taxation (MST), or are actively pursuing a relevant professional credential.

Hold a Bachelor's degree in Accounting, Finance, Taxation, Business Administration, or another closely related academic discipline.

Have familiarity with advanced tax research platforms, sophisticated tax compliance software suites, or data analytics tools used in tax environments.

Have direct experience providing advisory services to clients representing multiple industry sectors and operating across numerous state and local jurisdictions.

Practical notes

This is a full-time position based in the United States.

Travel requirements are not specified in the source material.

Visa sponsorship information is not mentioned in the source material.

No specific working hours are detailed in the source material.

No application deadline is provided in the source material.