Sales and Use Tax Consultant

2 weeks ago


Katy, Texas, United States Merit Advisors, LLC Full time
Position Title: Consultant / Senior Consultant, Transaction Tax

Office Locations: Various locations

Overview:

Are you seeking a refreshing change from the conventional public accounting environment? At Merit Advisors, LLC, we focus on cultivating a robust team and fostering enduring relationships with our clients. We engage in direct competition with larger firms, consistently delivering a more personalized client experience and superior team dynamics.

We are on the lookout for a Transaction Tax Consultant to join our team, assisting clients in navigating and managing diverse sales and use tax challenges. This consulting role will involve supporting clients in various capacities concerning sales/use tax matters. Our client engagements encompass tax overpayment assessments, liability/exposure evaluations, voluntary disclosures, audit support, tax research and documentation, development of tax matrices and training initiatives, process reviews, compliance assistance, and tax reserve analysis/calculations.

You will collaborate closely with the local Principal/Director and Manager, gaining opportunities to enhance your technical, analytical, and interpersonal skills while working alongside our clients. This role promises significant learning and growth potential.

We prioritize maintaining your well-being alongside our client relationships. We actively strive to help you balance client delivery, career progression, and your personal life.

Key Responsibilities:
  • Conduct detailed reviews of transaction data and supporting documents to ascertain appropriate sales/use taxes owed, facilitating refund claims or reductions in audit assessments.
  • Analyze and manipulate client data from various accounting and reporting systems.
  • Investigate tax issues across multiple jurisdictions and assist in formulating tax planning strategies.
  • Address complex tax technical issues arising from client operations.
  • Proactively track legislative proposals and tax law changes to keep clients informed of potential opportunities and costs.
  • Continuously enhance tax knowledge, analytical skills, and interpersonal abilities.
  • Make significant contributions to the growth and dynamism of our consulting practice.
Qualifications:
  • Bachelor's degree in Accounting, Finance, Economics, Information Technology, or Business, with a minimum of two years of experience in indirect tax; consulting experience is preferred. Experience in the energy sector is advantageous but not mandatory.
  • CPA or CMI certification is preferred.
Essential Skills and Attributes:
  • Strong understanding of state and local tax laws and regulations.
  • Excellent organizational abilities and self-motivation; capable of working effectively with minimal supervision.
  • Ability to apply technical expertise to diverse client issues and provide insightful analysis.
  • Proficient in researching tax issues using various tax research tools.
  • Skilled in prioritizing and managing multiple projects and deadlines.
  • Proficient in personal computer software, including spreadsheets, databases, word processing, and presentation tools. Familiarity with indirect tax engines and financial accounting systems is a plus.
  • Exceptional oral and written communication skills, with strong interpersonal abilities to communicate effectively and persuasively.
  • Able to build client relationships and work collaboratively in a team setting.
  • Proactive in anticipating new situations and adapting to changing demands.
  • Willingness to travel for internal or client meetings and conferences as needed.
Work Environment:
  • Must consistently produce high-quality work in a fast-paced environment with daily deadlines.
  • Willingness to occasionally work irregular hours and overtime as required.
  • This position involves a combination of office work, remote work, and travel to client locations.


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