Severance Tax Consultant

2 days ago


Katy, Texas, United States Merit Advisors, LLC Full time
Severance Tax Senior Consultant

Merit Advisors, LLC is seeking a highly skilled Severance Tax Senior Consultant to join our team. As a key member of our consulting practice, you will work closely with clients to plan for and manage various severance tax needs.

About the Role

This is a consulting position that requires a strong understanding of severance tax laws and regulations. You will be responsible for assisting clients in various capacities related to severance tax matters, including severance tax refund claims, deduction calculations, process reviews, and training.

Key Responsibilities
  • Aggregate, sanitize, and analyze client data to calculate deductions, qualify incentives, and provide other services for Merit's severance tax clients
  • Perform detailed reviews of client data to quantify refund opportunities, go-forward tax savings, and assessment reduction opportunities
  • Perform technical tax research on relevant issues in multiple states
  • Assist in performing company research for utilization in proposal and prospect development initiatives
  • Continuously develop tax expertise, analytical capabilities, and soft skills
  • Participate in client meetings and gain experience articulating our findings to clients
  • Contribute significantly to the development of a dynamic and growing consulting practice
Requirements
  • Severance tax consulting experience in multiple states, particularly in TX, OK, CO, UT, and NM
  • Experience with marketing cost qualification and calculation
  • Experience with incentive qualification and calculation
  • Ability to apply technical expertise to varied client issues/needs and provide creative, insightful analysis
  • Ability to effectively prioritize and manage multiple projects, activities, and deadlines
  • Software proficiency, including Excel, Access, PowerPoint, and Alteryx
  • Ability to travel out of town from time to time for internal and client meetings
What We Offer

At Merit Advisors, LLC, we offer a competitive salary, PTO program, medical/dental/vision plan, and matching 401(k). We also provide company-sponsored events, continuous learning, and career advancement opportunities, and the flexibility to manage your work/life balance.



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