Sales Tax Senior Manager

2 weeks ago


Frisco, Texas, United States Affinity Executive Search Full time
Position Overview

The Senior Manager is tasked with overseeing a variety of essential state sales tax initiatives, which include nexus assessments, taxability analysis, state and local tax audits, and reverse audit reviews aimed at identifying refund opportunities. This role also involves drafting comprehensive tax technical memoranda and formulating responses to inquiries from state tax authorities. The Senior Manager is empowered to make determinations on most tax matters, except for the most atypical cases.

Key Responsibilities
  • Conducts thorough technical reviews and approvals of sales tax returns and complex governmental tax examinations.
  • Exhibits extensive knowledge and expertise in advanced technical skills required for client advisory roles.
  • Ensures all client service tasks are completed within the designated budget and timeframe.
  • Delegates and oversees tax research projects to deliver precise and efficient outcomes.
  • Actively engages in client meetings and tax planning discussions to support the Partner/Director team with current client requirements and inquiries.
  • Serves as a resource for tax and audit teams on specific tax-related issues and inquiries.
  • Takes responsibility for client service for clients directly managed or those assigned by the Partner.
  • Communicates significant tax developments and changes to relevant firm personnel impacting clients.
  • Manages governmental tax examinations and may represent clients before the appropriate tax authorities.
  • Ensures timely and accurate billing and collection processes are executed.
  • Maintains awareness of economic and political trends that may influence tax legislation and the business environment.
  • Researches and assesses sales tax preparation and tax research software for recommendations to partners.
  • Contributes to the firm’s practice development initiatives through engagement with referral sources and community activities.
  • Supervisory Duties:
  • Responsible for the mentoring, coaching, and training of Supervising Seniors, Seniors, and Staff accountants.
  • Must be knowledgeable about the qualifications of all Tax staff members to effectively guide their training needs.
  • Participates in the evaluation and review processes of the Tax Department.
Qualifications
  • A minimum of five to seven years of experience in public accounting, showcasing a proven track record in tax complexity and research.
  • At least two years of experience representing clients before tax authorities.
  • A minimum of one year of experience supervising and directing tax preparers.
  • Bachelor's degree in accounting is required; a master's degree in taxation is preferred.
  • At least forty hours of continuing education annually to maintain and enhance technical and business skills.
  • Demonstrated understanding of current tax laws and key sales tax issues.
  • Proficient in the use of tax preparation, research, and planning software.
  • Ability to organize tasks and projects, prioritize effectively, and meet deadlines while ensuring accuracy and efficiency.


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