The Role
Lead consulting teams delivering sales and use tax advisory for energy clients. Oversee client engagements, ensure compliance with state tax laws, perform data analysis, manage relationships, coach staff, drive business development, and manage project economics with occasional travel.
Summary Generated by Built In
What Gives Us Purpose
Merit Advisors delivers specialty tax, valuation, and advisory services that help energy companies increase cash flow and unlock value enterprise-wide. For over 25 years, we have served as trusted partners across commodity cycles, supporting companies of every scale—from PE-backed startups to supermajor oil and gas companies.
What We Seek
As a Principal at Merit, you will ensure our teams perform at the highest level possible and achieve the overall goals of Merit Advisors. The Principal makes certain that the operation is geared towards growth, profitability, and fulfilling the short-term and long-term goals and objectives of the firm.
The ideal candidates will have a strong track record of running and executing client engagements and interacting with clients, as well as strong business/finance (commercial) aptitude.
You must have a self-driven, conscientious mentality committed to creating innovations through high-quality work.
What Your Day Will Look Like
You will be leading a consulting team to provide the highest-level service to clients through accurate data analysis and industry-leading results throughout the property tax cycle. They will provide strong client engagement skills and be able to teach those skills and hold others accountable for those skills. They have a keen eye for detail and an intuition to see things others do not. In general, you can expect to:
You are perfect for this role if you have successfully proven:
What You Bring:
While performing the duties of this job, the employee must be able to:
What We Provide
At Merit, we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, generous PTO program, medical/dental/vision plan, and matching 401(k), you’ll enjoy company-sponsored events, continuous learning opportunities, and the flexibility to manage your work/life balance.
Merit Advisors delivers specialty tax, valuation, and advisory services that help energy companies increase cash flow and unlock value enterprise-wide. For over 25 years, we have served as trusted partners across commodity cycles, supporting companies of every scale—from PE-backed startups to supermajor oil and gas companies.
What We Seek
As a Principal at Merit, you will ensure our teams perform at the highest level possible and achieve the overall goals of Merit Advisors. The Principal makes certain that the operation is geared towards growth, profitability, and fulfilling the short-term and long-term goals and objectives of the firm.
The ideal candidates will have a strong track record of running and executing client engagements and interacting with clients, as well as strong business/finance (commercial) aptitude.
You must have a self-driven, conscientious mentality committed to creating innovations through high-quality work.
What Your Day Will Look Like
You will be leading a consulting team to provide the highest-level service to clients through accurate data analysis and industry-leading results throughout the property tax cycle. They will provide strong client engagement skills and be able to teach those skills and hold others accountable for those skills. They have a keen eye for detail and an intuition to see things others do not. In general, you can expect to:
- Possess an expert-level understanding of state tax laws and regulations.
- Ability to serve as a leader who communicates, demonstrates, and enforces the firm’s Mission Statement and goals throughout their team.
- Demonstrate excellent organizational skills and strong self-motivation and motivate the team. Must be able to work independently but also effectively delegate work.
- Able to effectively prioritize and manage multiple projects, activities, and deadlines.
- Deep experience working with Excel or Access, PowerPoint required.
- Able to manage overall client relationships and ensure managers are cultivating a positive and motivating team environment.
- Able to demonstrate and apply superior analytical ability and technical expertise with an ability to provide insightful analysis.
- Demonstrate effective oral and written communication skills, strong interpersonal skills, and ability to communicate clearly, effectively, and persuasively.
- Able to solve difficult problems with effective solutions; make effective decisions, identify underlying or hidden problems and patterns, and apply creativity and innovative thinking.
- Able to anticipate new situations and/or changing demands and respond proactively.
- Demonstrate initiative to accomplish financial goals and manage the economics of the overall book of business as well as economics of individual project engagements.
- Some travel out of town, overnight for internal or client meetings and/or conferences
You are perfect for this role if you have successfully proven:
- Strong client engagement skills.
- History of running and executing client engagements.
- Ability to interact with, and provide exceptional customer service to, clients and stakeholders.
- Ability to build, elevate and coach strong high-performing teams.
- Ability to learn quickly, retain information and train others.
- Exacting standards of accuracy and organization.
- Exceptional service delivery to our clients/stakeholders.
- Meeting deadlines.
- Negotiating with confidence.
- Thinking critically and recognizing when something is off.
- Communicating complicated topics with ease and simplicity.
- Understanding approaches to the valuation of property.
- Working well independently and as part of a team, while building strong internal and external working relationships.
- Managing your time well and prioritizing tasks effectively.
What You Bring:
- Bachelor’s (or advanced) degree in Accounting, Finance, Economics, or Business Administration
- 10+ years of relevant experience as a consultant
- Exceptional communication skills (interaction with government officials, C-Suite, and staff/colleagues)
- Proven Business Development skills
- Analytical and able to solve complex problems in tight timelines
- Able to coordinate, delegating, and managing others
- Deep industry expertise of applicable taxes and regulations
- Goal-driven personality with the ability to deliver measurable results
- Understanding of accounting/finance and covered industries
While performing the duties of this job, the employee must be able to:
- Travel up to 10% to sites beyond the corporate office. Valid driver’s license.
- Perform sedentary work – exerting up to 15 pounds of force occasionally and/or a negligible amount of force frequently to lift, carry, push, pull or otherwise move objects.
- See, hear, talk, and perform tasks requiring manual dexterity and visual acuity; sit, stand, walk, reach, pull, push and other similar.
- Operate standard office/computer equipment.
What We Provide
At Merit, we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, generous PTO program, medical/dental/vision plan, and matching 401(k), you’ll enjoy company-sponsored events, continuous learning opportunities, and the flexibility to manage your work/life balance.
Skills Required
- Bachelor's degree in Accounting, Finance, Economics, or Business Administration
- 10+ years of relevant experience as a consultant
- Expert-level understanding of state tax laws and regulations (sales and use tax)
- Deep experience with Excel, Access, and PowerPoint
- Proven business development skills
- Exceptional communication skills (interaction with government officials and C‑Suite)
- History of running and executing client engagements and managing client relationships
- Ability to build, elevate, coach, and manage high-performing teams
- Analytical ability to solve complex problems under tight timelines
- Understanding of approaches to the valuation of property
- Ability to manage project and book economics and meet financial goals
- Travel up to 10% and valid driver's license
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The Company
What We Do
Merit Advisors provides our partners in the energy industry with the best financial solutions and vision to uncover overlooked savings. The team at Merit is built on decades of experience and insight throughout the entire energy value chain. Our strategic approach combined with our expertise, proprietary technology and data makes Merit Advisors the best at extracting trapped value and improving cash flow for our partners. When you partner with Merit Advisors, you get experienced energy professionals who are focused on delivering results so you can stay focused on your business. Initially founded in 1998 as an appraisal and property tax consulting firm based in Gainesville, TX, Merit is constantly evolving to better serve its clients. This client-focused nature is demonstrated by various service lines and offices in geographically strategic locations (Dallas and Houston, TX and Oklahoma City and Tulsa, OK). Our 350+ clients range from publicly traded corporations to individual small business owners and are serviced by a team that combines engineers, appraisal and valuation experts and seasoned tax and consulting professionals that bring together the perfect balance of high quality and diverse solutions of a larger firm while not foregoing the “high level touch” customer service of a boutique firm.
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