Jefferies

1 month ago

VP, Tax Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 16 hours agoStatus: Live

Job Summary

Lead and manage state and local tax for a major financial services firm in New York, covering income/franchise tax, indirect tax, apportionment, audits, provision, planning, and advisory matters. Partner with federal tax, finance, accounting, legal, and business units to navigate complex S&L tax rules and drive efficient tax processes in a fast-paced environment.

Location: New York

Key Responsibilities

•Support the firm’s state and local tax compliance process, including income, franchise, gross receipts, commercial activity, and other state-level tax filings.
•Review and analyze state tax returns, workpapers, apportionment calculations, modifications, credits, and supporting documentation.
•Assist with the preparation and review of state tax provision calculations, including current and deferred tax balances, uncertain tax positions, valuation allowances, and related financial statement disclosures.
•Manage and support state and local tax audits, information requests, notices, appeals, and controversy matters.
•Research and analyze state and local tax technical issues, including nexus, apportionment, sourcing, combined reporting, market-based sourcing, allocation of income, and financial services-specific tax rules.

Pay and Benefits

Salary: USD 140,000 - 150,000 annually

Key Requirements

•7–10+ years of state and local tax experience, preferably within financial services, banking, broker-dealer, asset management, investment banking, or a large corporate/public accounting environment.
•Strong technical knowledge of U.S. state and local income/franchise tax concepts.
•Experience with state tax compliance, provision, audits, and tax research.
•Familiarity with issues relevant to complex financial institutions, including apportionment, sourcing, nexus, combined reporting, intercompany transactions, and legal entity structures.
•Strong Excel, analytical, organizational, and project management skills.

Experience:7-10 yearsFinancial servicesInvestment bankingAsset management

Skills:CommunicationOrganizationProject managementAnalytical thinkingStakeholder management

Certifications:CPA

Languages:English

Tech Stack:Excel

Company Brief

Jefferies

Global investment banking and capital markets firm providing advisory, underwriting, trading, research, and asset management services to corporations, governments, and institutional investors.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: New York, United States

Founded: 1962

Website LinkedIn

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Jefferies

1 month ago

VP, Tax Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 16 hours agoStatus: Live

Job Summary

Location: New York

Key Responsibilities

•Support the firm’s state and local tax compliance process, including income, franchise, gross receipts, commercial activity, and other state-level tax filings.
•Review and analyze state tax returns, workpapers, apportionment calculations, modifications, credits, and supporting documentation.
•Assist with the preparation and review of state tax provision calculations, including current and deferred tax balances, uncertain tax positions, valuation allowances, and related financial statement disclosures.
•Manage and support state and local tax audits, information requests, notices, appeals, and controversy matters.
•Research and analyze state and local tax technical issues, including nexus, apportionment, sourcing, combined reporting, market-based sourcing, allocation of income, and financial services-specific tax rules.

Pay and Benefits

Salary: USD 140,000 - 150,000 annually

Key Requirements

•7–10+ years of state and local tax experience, preferably within financial services, banking, broker-dealer, asset management, investment banking, or a large corporate/public accounting environment.
•Strong technical knowledge of U.S. state and local income/franchise tax concepts.
•Experience with state tax compliance, provision, audits, and tax research.
•Familiarity with issues relevant to complex financial institutions, including apportionment, sourcing, nexus, combined reporting, intercompany transactions, and legal entity structures.
•Strong Excel, analytical, organizational, and project management skills.

Experience:7-10 yearsFinancial servicesInvestment bankingAsset management

Skills:CommunicationOrganizationProject managementAnalytical thinkingStakeholder management

Certifications:CPA

Languages:English

Tech Stack:Excel

Company Brief

Jefferies

Global investment banking and capital markets firm providing advisory, underwriting, trading, research, and asset management services to corporations, governments, and institutional investors.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: New York, United States

Founded: 1962

Website LinkedIn