State Tax Savings Consultant

5 days ago


Charlotte, North Carolina, United States FORVIS Full time
About the Role

We are seeking a highly skilled State Tax Savings Consultant to join our team at FORVIS. As a key member of our SALT team, you will play a critical role in identifying opportunities for savings in state and local taxes (SALT).

Key Responsibilities
  • Identify Optimal Filing Options: Analyze client tax situations to determine the most beneficial filing options.
  • Analyze and Review Apportionment Information: Review and analyze apportionment information to ensure accurate tax calculations.
  • Supervise Client Engagements: Oversee client engagements to ensure timely and accurate completion of tax-related tasks.
  • Plan and Research Tax Issues: Conduct research and develop plans to address complex tax issues.
  • Prepare Technical Memorandums: Create detailed memorandums to communicate tax-related information to clients and internal stakeholders.
  • Provide Audit Assistance: Assist clients with audit-related matters, including responding to audit notices and providing documentation.
  • Assist with State Income Tax Compliance: Ensure clients are in compliance with state income tax laws and regulations.
Requirements
  • Education: Bachelor's or master's degree in accounting or finance.
  • Skills: Proficiency with Microsoft Office Suite, knowledge of multi-state income and franchise taxes, and knowledge of nexus and revenue sourcing issues.
  • Preferred Qualifications: Eligible to sit for the CPA exam, pursuing a J.D., or L.L.M designation, and a GPA of 3.0 or higher.
About FORVIS

FORVIS is a leading professional services firm dedicated to providing exceptional client service and expertise in tax, audit, and advisory services. We are committed to helping our clients achieve their goals and succeed in a rapidly changing business environment.



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