The Federal and State Income Tax Manager will lead all tax-related activities associated with, however not limited to, R&D Tax Credit, R&D Capitalization, Interest Expense Limitation, Depreciation and Mergers & Acquisitions, along with managing federal and state tax audits.  

This individual will also be responsible for working with the others to assist with the income tax provision work papers and related disclosures, assist with SoX compliance, and have a focus on implement improvements to the OneSource Income Tax Compliance and Provision software.   

Additionally, the Income Tax Manager, will be responsible for managing the federal and state income tax compliance process including income tax return filing, remittances, estimated payments, extension, assessments, and disputes.  

Essential Functions (not limited to):   

• Oversees tax return reparation and filing of federal and state income tax returns 

• Responsible for financial reporting including ASC 740, FAS 5 and FIN 48 analysis 

• Identify, claim, and maximize tax benefits, leading tax credit project(s) 

• Leads R&D credit claim process, from data gathering to documentation and submission to tax authorities 

• Collaborates with internal teams to gather necessary documentation and data for claims 

• Assesses current process through information gathering and collaboration with others to better understand the history and system usage for fixed assets, with an end goal to implement a repeatable process 

• Ensures accurate depreciation calculations for various assets, following IRS guidelines and relevant tax regulations 

• Analyzes tax implications of different depreciation methods to minimize tax burden 

• Develops and executes tax strategies to accelerate depreciation deductions and improve cash flow while collaborating cross-functionally, to ensure depreciation aligns with company’s overall tax plan 

• Assists with federal and state income tax audits 

• Develops tax strategies to minimize impact of interest expense limitations  

• Ensures Company maintains proper documentation to support the characterization and allocation of interest expense 

• Collaborates cross-functionally, to ensure accurate data and record-keeping for interest expenses 

• Leads pre-transaction planning and due diligence of proposed acquisition opportunities  

• Owns the transaction execution and implementation work associated with acquisitions 

• Clearly communicates complex tax concepts to core M&A teams, leaders and other internal stakeholders, ensuring informed decision-making 

• Collaborates with other key internal stakeholders to ensure a coordinated approach that considers all aspects of potential acquisition(s) 

Qualifications & Job Requirements: 

• Bachelor’s Degree in related field, CPA 

• 5+ years of experience with 2+ years leading, influencing, and collaborating cross functionally   

• Must maintain a strong understanding of latest tax laws and regulations 

• Experience with OneSource Tax Compliance and OneSource Tax Provision 

• Ability to articulate clearly, concisely, and error-free  

• Excellent presentation skills with ability to tailor content to appropriate audience 

• Strong active listening skills to effectively communicate with colleagues and internal external partners 

Preferred Qualifications: 

• Master’s Degree in related field 

• ASC 740 Experience 

• SaaS Industry  

Base Salary Ranges: $110,000 - $140,000