Managing Director, State and Local Tax

Work with a Top 20 CPA and advisory firm that Accounts for Anything.

Key Responsibilities

• Lead and execute the strategic vision for the State Income Tax practice.
• Develop and implement initiatives to drive revenue growth, profitability, and market expansion.
• Partner with Specialty Tax and SALT leadership to identify emerging market opportunities and service offerings.
• Develop annual business plans, revenue forecasts, staffing plans, and growth initiatives.
• Serve as a key leader within the Specialty Tax organization and contribute to department-wide strategy.
• Serve as executive relationship leader for key State Income Tax clients.
• Advise clients on complex multistate income tax issues, including:
• State apportionment methodologies
• Unitary and combined reporting
• State tax planning strategies
• Compliance and filing requirements
• State tax controversy and audit matters
• Oversee the quality, consistency, and technical accuracy of all client deliverables.
• Function as a subject matter expert on multistate income tax developments and emerging regulatory changes.
• Support high-risk and highly visible client engagements.
• Drive organic revenue growth through new client acquisition and expansion within existing client relationships.
• Develop and execute business development strategies for the State Income Tax practice.
• Identify cross-selling opportunities throughout Aprio's Tax, Advisory, and Managed Services practices.
• Build and maintain relationships with referral sources, industry organizations, and strategic partners.
• Participate in presentations, webinars, conferences, and thought leadership initiatives.
• Own revenue growth, realization, utilization, backlog, and margin performance for the State Income Tax practice.
• Monitor key performance indicators and develop action plans to address operational challenges.
• Partner with Finance and Operations leadership to:
• Increase realization
• Reduce bottlenecks
• Develop scalable processes and workflows that support continued growth
• Lead, coach, and mentor Directors, Senior Managers, Managers, and emerging leaders.
• Build a strong leadership pipeline within the practice.
• Support recruiting, interviewing, onboarding, and retention efforts.
• Foster a culture of accountability, collaboration, innovation, and continuous improvement.
• Drive team engagement, technical excellence, and career development initiatives.

Requirements

• CPA required; MST, JD, or advanced tax degree preferred.
• 12+ years of progressive State and Local Tax experience within public accounting, consulting, or professional services.
• Deep technical expertise in:
• Multistate income tax compliance
• Apportionment
• State tax planning
• ASC 740 state tax considerations
• Tax controversy matters
• Demonstrated experience managing large client relationships and complex engagements.
• Proven success leading high-performing teams in a professional services environment.
• Strong business development track record with measurable revenue generation experience. Exceptional communication, leadership, and relationship management skills.
• Experience managing practice financial performance, including revenue, realization, leverage, and profitability.
• Revenue growth and new business generation.
• Improvement in practice profitability and realization.
• Team retention and leadership development.
• Client satisfaction and expansion.
• Successful execution of strategic growth initiatives.
• Development of scalable operational processes that support continued growth of the State Income Tax practice.