The Role
Serve as primary client contact for employment tax credits and incentive programs, manage 20–30 accounts, deliver QBRs, analyze KPIs to maximize credits, identify upsell opportunities, mentor consultants, and meet retention and upsell targets.
Summary Generated by Built In
At First Advantage (Nasdaq: FA), people are at the heart of everything we do. From our customers and partners to our greatest advantage — our team members. Operating with empathy and compassion, First Advantage fosters a global inclusive workforce devoted to the diverse voices that make up our talent and products. Our team members empower each other to be their authentic selves and treat all with respect, integrity, and fairness.
Say hello to a rewarding career and come join a leading provider of mission-critical background screening solutions to some of the most recognized Fortune 100 and Global 500 brands.
We are seeking a Tax Consultant with ability to effectively communicate and present to clients.
What You'll Do:
Our Tax Consultant position is an outstanding opportunity for a tax professional to work with our clients' employment tax credits and economic incentive programs throughout the United States, to ensure our clients are not overlooking these valuable opportunities. You will be responsible in helping reduce costs and minimize tax liability.
This role is 100% work from home position with ability to travel to client corporate sites for business reviews annually or quarterly or for optional in office learning opportunities. All travel is domestic, and not required on regular basis.
Responsibilities:
What You May Need to be Successful:
Other Knowledge, Skills, Abilities or Certifications:
Why First Advantage is Your Next Big Career Move:
First Advantage is going through a technology transformation! We are looking for experts who are excited to work with advanced technologies and provide best-in-class user experience, drive the development and deployment of scalable solutions, and smoothly guide our agile teams and clients through meaningful changes as we continue to expand our impact.
Additional benefits offered to our eligible people include:
What Are You Waiting For? Apply Today!
You have learned a little about us today – we want to learn about you! If you think this position and our company are a great fit for your areas of interest and expertise, tell us about you by applying now!
The salary range for this position is approximately $60-75k base annually. This range reflects our good faith estimate to pay fairly as to what our ideal candidates are likely to expect, and we tailor our offers within the range based on the selected candidate’s experience, industry knowledge, technical and communication skills, and other factors that may prove relevant during the interview process.
Say hello to a rewarding career and come join a leading provider of mission-critical background screening solutions to some of the most recognized Fortune 100 and Global 500 brands.
We are seeking a Tax Consultant with ability to effectively communicate and present to clients.
What You'll Do:
Our Tax Consultant position is an outstanding opportunity for a tax professional to work with our clients' employment tax credits and economic incentive programs throughout the United States, to ensure our clients are not overlooking these valuable opportunities. You will be responsible in helping reduce costs and minimize tax liability.
This role is 100% work from home position with ability to travel to client corporate sites for business reviews annually or quarterly or for optional in office learning opportunities. All travel is domestic, and not required on regular basis.
Responsibilities:
- Serve as primary contact for 20-30 tax customers, answer emails and phone calls within 24 hours, host monthly calls.
- Create and deliver organized, thoughtful, and well-designed QBRs with the objective of retaining and growing each customer in his/her portfolio with a focus on expanding the programs calculated by First Advantage
- Analyze KPI data for all assigned clients and identify drops in program performance, suggest possible program improvements in order to maximize credit capture and provide useful consultation on streamlining the tax portion of the hiring process
- Complete all tasks delegated by Managers and the leadership team in a timely and accurate manner
- Identify cross-sell/up-sell opportunities, meet or exceed upsell goal delegated by leadership.
- Serve as a mentor and coach to Tax Consultants, modeling desired behavior
- Achieve a 98% or greater customer retention rate
What You May Need to be Successful:
- Bachelor’s Degree or equivalent work experience. BS in accounting or Finance, preferred. SPA/JD/MST/LLM Taxation a plus.
- Public accounting, Account Management and prior experience managing credit and incentive programs.
- Ability to interpret and apply statutory and regulatory guidelines and requirements
- History of success in upselling services to existing clientele including meeting or exceeding quotas and/or annual goals
- Strong and confident board room presence and public speaking abilities
Other Knowledge, Skills, Abilities or Certifications:
- Strong data analysis skills
- Excellent verbal, written, and interpersonal skills
- Sense of urgency to meet client and state deadlines
- Highly responsive and adaptable to evolving priorities
- Ability to work and thrive in a dynamic team environment as well as act independently
- Proficiency in Microsoft Office products (i.e. Outlook, Word, Access, Excel, PowerPoint)
- Organizational skills and strong attention to detail
Why First Advantage is Your Next Big Career Move:
First Advantage is going through a technology transformation! We are looking for experts who are excited to work with advanced technologies and provide best-in-class user experience, drive the development and deployment of scalable solutions, and smoothly guide our agile teams and clients through meaningful changes as we continue to expand our impact.
Additional benefits offered to our eligible people include:
- Ability to work remotely with occasional business travel.
- Medical, Vision, Dental, and supplementary benefit plans
- 401k with an employer match, and an Employee Stock Purchase Plan (ESPP)
- Competitive and flexible Paid Time Off (PTO) and 9 paid company holidays
- Access to tech and growth opportunities, and leaders who want you to succeed!
What Are You Waiting For? Apply Today!
You have learned a little about us today – we want to learn about you! If you think this position and our company are a great fit for your areas of interest and expertise, tell us about you by applying now!
The salary range for this position is approximately $60-75k base annually. This range reflects our good faith estimate to pay fairly as to what our ideal candidates are likely to expect, and we tailor our offers within the range based on the selected candidate’s experience, industry knowledge, technical and communication skills, and other factors that may prove relevant during the interview process.
Skills Required
- Bachelor's degree or equivalent work experience
- BS in Accounting or Finance
- SPA/JD/MST/LLM in Taxation or advanced tax degree
- Public accounting or account management experience and prior experience managing credit and incentive programs
- Ability to interpret and apply statutory and regulatory tax guidelines
- Proven history of upselling services to existing clients and meeting quotas/goals
- Strong boardroom presence and public speaking abilities
- Strong data analysis skills
- Excellent verbal, written, and interpersonal communication skills
- Proficiency in Microsoft Office (Outlook, Word, Access, Excel, PowerPoint)
- Organizational skills and strong attention to detail
- Ability to meet client and state deadlines and adapt to evolving priorities
First Advantage Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about First Advantage and has not been reviewed or approved by First Advantage.
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Retirement Support — A retirement plan is consistently described as part of the core package, including a 401(k) with an employer match and match levels that can be competitive. An Employee Stock Purchase Plan is also referenced alongside retirement, adding another long-term savings vehicle in some regions.
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Leave & Time Off Breadth — Time off is positioned as a meaningful strength, with generous vacation/holiday coverage and policies that can be flexible depending on employee type. Flexible Time Off for salaried roles, accrual-based PTO for hourly roles, and Volunteer Time Off are all cited as available in the broader package.
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Healthcare Strength — Medical coverage appears anchored in a mainstream national network, with Aetna-administered options referenced and broad provider acceptance highlighted. Overall medical coverage is framed as fairly good to very good in quality, even if the exact plan design varies by state and year.
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The Company
What We Do
First Advantage delivers comprehensive background check solutions and insights that enable employers and housing providers to make confident choices, reduce risk, and maintain compliance. With offices in 26 locations and a staff of 4,000+ employees, First Advantage leverages leading technology and the industry’s largest global capabilities to complete background checks in 200+ countries and territories. If you’re looking for employee or tenant background check solutions that enable fast and reliable decision making, we’re your First Advantage. For more detailed information on First Advantage products and services, visit fadv.com.
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