This position is responsible for the corporate state income tax return compliance process, both consolidated/unitary and separate company tax returns. The individual in this role will also be heavily involved in state income tax audits, sales/use tax audits, and franchise tax audits. Additionally, this position will lead quarterly estimates/extension calculations and efforts to enhance the technology of the department. This position is responsible for managing a team of 1-2.
• Manages and leads the entire corporate state income tax return compliance process utilizing ONESOURCE.• Maintains, updates, and utilizes our state tax apportionment application built through Microsoft PowerQuery and PowerBi Pro.• Coordinates and handles state income tax audits, sales/use tax audits, and franchise tax audits.• Ensure accuracy and completeness of tax returns being prepared, through maintenance of controls and review processes.• Models and integrates acquisitions, tax law changes, changes in the business structure, and/or other tax planning opportunities.• Ability to thoroughly research state tax positions.• Assist with technology initiatives.• Lead the estimate and extension process.• Manages a team of 1-2 individuals.
• Experience and proficiency with corporate state income tax compliance, including ONESOURCE.• Analytical ability to review data, systems, and process to identify and resolve issues.• Strong knowledge of standard concepts, practices, and procedures within the accounting field.• Basic understanding of the financial markets and financial services industry.
• Minimum Required: Bachelor's degree in Accounting, Business, or related field.• Preferred: Master's Degree • Minimum Required: 5+ years' of corporate state income tax experience.
• Minimum Required: Series 99 or obtained within 6 months• CPA Preferred
• Proficient in the Microsoft Office suite of products.• Experience with Alteryx, PowerQuery/PowerPivot and Power BI Pro.• Background in the ONESOURCE tax suite of products. #LI-JK1
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S.
Stifel ranks as the 7th largest brokerage firm in the country as measured by number of financial advisors, with approximately 2,300, and features a highly regarded equity research department that has earned numerous accolades from such publications as The Wall Street Journal, Forbes, and the Financial Times. In 2023, 2024, and 2025 Stifel was recognized as the No. 1 wealth management firm for employee advisor satisfaction, based on the J.D. Power U.S. Financial Advisor Satisfaction Study*.
Stifel is the principal subsidiary of Stifel Financial Corp. (NYSE: SF), a financial services holding company headquartered in St. Louis, Missouri. Stifel Financial Corp.'s other subsidiaries include Stifel Independent Advisors, LLC, an independent contractor broker-dealer firm; Stifel Nicolaus Europe Limited, the Company’s European subsidiary; Stifel Nicolaus Canada, Inc., our Canadian subsidiary; Stifel Bank and Trust and Stifel Bank, retail and commercial banks; and Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A, our trust companies.
*Based on the results of the J.D. Power 2025 U.S. Financial Advisor Satisfaction Study℠. For J.D. Power 2025 award information, visit jdpower.com/awards. Compensation provided for using, bot obtaining the award.
