State and Local Tax Associate

Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, Missouri.  Additionally, we have offices in San Francisco, Sunnyvale, and New York City, where our technical, product, design, and legal teams operate.

We are built for a constantly evolving financial landscape, where new ventures and technological advancements emerge daily. Guided by a team of entrepreneurs and technologists with decades of experience navigating intricate banking and payments regulations, Lead blends regulatory and technological expertise to help our fintech partners scale their operations with compliance and creativity.

Simply put, Lead offers the essential attributes that every fintech seeks in a partner bank. First, unparalleled technical expertise from a distinguished team of developers with an extensive understanding of the banking and payments systems. Second, oversight expertise, automated compliance systems, and bespoke program management to navigate the ever-shifting regulatory landscape. Finally, a commitment to transparency and operational rigor to ensure everyone’s money does what it’s supposed to do. 

As a Community Bank, we provide personalized banking services and solutions to support the businesses, individuals, and charitable organizations of the Kansas City Metropolitan Area, both in branch and online. We are committed to fostering strong relationships, supporting local economic growth, and we believe in the power of being an integral part of the community we serve.

Role Description: Lead Bank is seeking a motivated and detail-oriented state and local tax (SALT) professional. This role provides the opportunity to oversee Lead Bank’s SALT compliance, collaborating with external tax consultants and developing internal procedures as Lead Bank continues to grow its national footprint. The ideal candidate will have a strong understanding of multi-state tax laws and a desire to develop expertise in this complex and evolving field.

• Assist in the preparation and review of state and local tax returns, including the collection of supporting documentation
• Prepare and analyze nexus determinations and apportionment analyses, in collaboration with internal and external partners. 
• Develop additional documentation, such as tax forecasting reports.
• Maintain current knowledge of changes in state and local tax laws.
• Collaborate with and support team members, including assisting with other regulatory and financial reporting requirements.
• Provide assistance with other day-to-day activities as required.

• 3-5 years of experience in tax preparation, compliance, or consulting with a focus on SALT is preferred
• Bachelor’s degree in Accounting, Finance, Taxation, or a related field
• Strong understanding of multi-state income, franchise, sales and use, and property taxes.
• Proficiency in tax research tools
• Be action-oriented, with strong organization skills and attention to detail
• Have excellent communication skills coupled with a passion for business and technology
• Are curious, have humility, are open to learning and approach your work with a growth mindset 
• Demonstrates a strong ability to effectively prioritize assignments and manage time/deadlines
• Thrive working in a fluid environment with high autonomy
• Love to collaborate to get to the best, most efficient outcome
• Bring a self-driven and self-starter mentality 
• Be client-obsessed and a desire to deliver high customer service to team members and candidates

• At Lead, we design our benefits to support company culture and principles, to foster an efficient and inspiring work environment, and to create the conditions for our team to give their best in both work and life
• Competitive compensation, including opportunities for equity grants, based on experience, geographic location, and role
• Medical, Dental, Vision, Life, 401k Matching, and other wellness benefits, including FSA, HSA and HRA
• Paid parental leave
• Flexible vacation policy, including PTO and paid holidays
• A fun and challenging team environment in a dynamic industry with ample opportunities for career growth 

*Lead Bank is proud to have an inclusive culture committed to ensuring equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

*Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

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