Fractional State and Local Tax Director
Senior state and local tax capability, retained monthly.
A company with a multistate footprint reaches the point of needing a state and local tax function before it can justify hiring one. The work exists (the notices, the registrations, the apportionment questions, the state provision, the diligence request that arrives during a transaction), but it does not fill a role, and so it is distributed among people whose first responsibility is something else.
The retained arrangement provides the capability without the headcount. Standing availability within the retainer for the questions that arise. Review of state positions before they are filed rather than after. Registration and calendar upkeep maintained rather than reconstructed. A single person who holds the history of the company's state footprint and does not have to be re-briefed each time.
Engagements are scoped in advance with a fixed monthly fee. Work outside the scope is quoted before it begins, not billed after it.