Senior Manager, State Tax Controversy and Planning

Responsibilities

• Lead and manage state and local income / franchise tax audits, notices and inquiries from initial contact through resolution
• Coordinate data requests, draft responses to IDRs and inquiries, and manage communications with tax authorities
• Evaluate audit findings and identify opportunities to mitigate exposure through settlement
• Partner closely with Federal and State compliance teams to ensure consistent application of tax positions
• Collaborate with the domestic planning team to analyze audit trends, identify planning opportunities, and ensure alignment between controversy and planning positions
• Partner with tax accounting and reporting teams to ensure accurate and timely recognition of audit reserves and adjustments
• Maintain documentation of audit positions, correspondence, and settlements in accordance with internal controls and SOX requirements
• Monitor and interpret state tax legislative and regulatory changes and assess their potential impact on the company
• Responsibilities listed are not intended to be all-inclusive and may be modified as necessary
• Experience you'll need to have:
• 8+ years of experience with a strong technical and applied knowledge base of State and Local (and US Federal) tax laws
• Experience in state and local tax experience
• Strong technical knowledge of state income / franchise tax rules and audit procedures
• Experience managing multiple state audits concurrently through resolution
• Bachelor's of Science in Accounting or related degree
• Experience that would be great to have:
• CPA, JD or MST preferred
• 8+ years of experience with managing State and Local audits
• Big 4 Public Accounting experience or Fortune 500 multi-national company experience & CPA; Financial and/or technology industry experience
• How you'll work:
• This role is on-site Monday through Friday. Fiserv considers in-person collaboration to be an essential part of this role as in-person office experience helps you with your overall onboarding experience and leads to stronger productivity.
• Sponsorship:
• Benefits at Fiserv:
• Fuel Your Life program to support physical, financial, social, and emotional well-being
• Paid holidays and generous time away policies
• No-cost mental health support through Employee Assistance Programs
• Living Proof program to recognize your peers' extra effort with points used for rewards
• Eight Employee Resource Groups to foster a collaborative culture
• Unparalleled professional growth with training, development, and internal mobility opportunities
• Retirement planning and discounted shares with the Employee Stock Purchase Plan
• Medical, dental, vision, life, and disability insurance options available day one
• Tuition assistance and reimbursement program
• Paid parental, caregiver, and military leave
• #LI-DI; #LI-Onsite
• Salary Range
• $109,000.00 - $182,400.00
• These pay ranges apply to employees in New Jersey and New York. Pay ranges for employees in other states may differ.
• It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
• For incentive eligible associates, the successful candidate is eligible for an annual incentive opportunity which may be delivered as a mix of cash bonus and equity awards in the Company's sole discretion.
• Thank you for considering employment with Fiserv. Please:
• Apply using your legal name
• Complete the step-by-step profile and attach your resume (either is acceptabl

Benefits

Additional Information

Calling all innovators - find your future at Fiserv. We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv. Job Title Senior Manager, State Tax Controversy and Planning About your role: The Senior Manager, State Tax Controversy will lead the company's state and local income/franchise tax audits, appeals and controversy matters across US state and local jurisdictions. This role requires deep technical knowledge of state income and franchise tax rules, the ability to interpret and defend complex tax positions, and strong project management skills. The Senior Manager will partner closely with internal tax, finance and legal teams, as well as external advisors, to efficiently resolve state tax issues and mitigate exposure. This role will support state tax planning strategies and is viewed as a value-added, trusted business advisor throughout the organization.

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