Position Title: Consultant / Senior Consultant, Transaction Tax

Office Locations: Dallas/Fort Worth, Texas (Addison), Katy, Texas (West Houston), and Tulsa, OK

Summary:

Tired of the typical public accounting experience? Our business model is centered on building a strong team, and developing long term relationships with our clients. We compete head to head with Big 4 for clients and consistently outperform our competitors by providing a more personal client experience and better team environment.

We are seeking a Transaction Tax Consultant for our various offices who will join our team working with our clients to plan for and manage various sales and use tax issues. This is a consulting position, and your work with us will include assisting clients in several various capacities related to sales/use tax matters. Our client projects include tax overpayment reviews, tax liability/exposure analysis, voluntary disclosures, audit support/assistance, tax research and memorandums, developing tax matrices and training programs, tax process reviews, compliance support and tax reserve analysis/calculations.

You will be supported by and work directly with the local Principal/Director and Manager and be given the opportunity to develop your technical, analytical, and soft skills while working with our clients. You will have an opportunity to learn and grow significantly in this role.

In addition to maintaining our client relationships, we are committed to maintaining your sanity. We will actively work with you to balance client delivery, career development, and your life outside of the office.

What you will do:

Perform detail reviews of transaction data and supporting documentation to determine proper sales/use taxes due in order to quantify refund claims and/or reductions to audit assessments
Manipulate and analyze client data from various accounting and reporting systems
Research tax issues in multiple states and help develop tax planning strategies
Address complexities and tax technical issues that arise from client operations
Proactively monitor transaction tax legislative proposals and law changes to ensure clients are aware of potential opportunities/costs
Continuously develop tax expertise, analytical capabilities, and soft skills
Contribute significantly to the development of a dynamic and growing consulting practice

What you need to succeed:

Undergraduate degree in Accounting, Finance, Economics, Information Technology, or Business with two or more years of experience in indirect tax, with consulting experience preferred. Experience in the energy industry is a plus, but not required
CPA or CMI preferred

Additional Knowledge,Skills, Abilities and Personal Characteristics

A fundamental understanding of state and local tax laws and regulations
Excellent organizational skills and strong self-motivation; must be able to work effectively with minimal direct daily supervision
Ability to apply your technical expertise to varied client issues/needs and provide creative, insightful analysis
Ability to research tax issues using CCH/AnswerConnect or other tax research tools
Ability to effectively prioritize and manage multiple projects, activities and deadlines
Personal computer software proficiency, including spreadsheets, database, word processing and presentation software. Excel/Access and Powerpoint preferred Experience with indirect tax engines including Vertex, OneSource, Sovos, Avalara, and financial accounting systems such as SAP, Oracle, Microsoft Navision are a plus
Excellent oral and written communication skills, strong interpersonal skills and ability to communicate clearly, effectively and persuasively
Willing and able to develop client relationships and work effectively in a team environment
Ability to anticipate new situations and/or changing demands and respond proactively
Some travel out of town will be required, overnight for internal or client meetings and/or conferences

Working Conditions

Must be able and willing to consistently produce quality work in fast paced environment with daily requirement to meet set deadlines
Willing and able to occasionally work irregular hours and overtime as needed or required
This position is based in either Dallas/Fort Worth, Texas (Addison), Katy, Texas (West Houston), and Tulsa, OK and requires office time, work-from-home and some travel to client locations

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Merit Advisors LLC

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