Position Title: Consultant / Senior Consultant, Transaction Tax
Office Locations: Dallas/Fort Worth, Texas (Addison), Katy, Texas (West Houston), and Tulsa, OK
Summary:
Tired of the typical public accounting experience? Our business model is centered on building a strong team, and developing long term relationships with our clients. We compete head to head with Big 4 for clients and consistently outperform our competitors by providing a more personal client experience and better team environment.
We are seeking a Transaction Tax Consultant for our various offices who will join our team working with our clients to plan for and manage various sales and use tax issues. This is a consulting position, and your work with us will include assisting clients in several various capacities related to sales/use tax matters. Our client projects include tax overpayment reviews, tax liability/exposure analysis, voluntary disclosures, audit support/assistance, tax research and memorandums, developing tax matrices and training programs, tax process reviews, compliance support and tax reserve analysis/calculations.
You will be supported by and work directly with the local Principal/Director and Manager and be given the opportunity to develop your technical, analytical, and soft skills while working with our clients. You will have an opportunity to learn and grow significantly in this role.
In addition to maintaining our client relationships, we are committed to maintaining your sanity. We will actively work with you to balance client delivery, career development, and your life outside of the office.
What you will do:
- Perform detail reviews of transaction data and supporting documentation to determine proper sales/use taxes due in order to quantify refund claims and/or reductions to audit assessments
- Manipulate and analyze client data from various accounting and reporting systems
- Research tax issues in multiple states and help develop tax planning strategies
- Address complexities and tax technical issues that arise from client operations
- Proactively monitor transaction tax legislative proposals and law changes to ensure clients are aware of potential opportunities/costs
- Continuously develop tax expertise, analytical capabilities, and soft skills
- Contribute significantly to the development of a dynamic and growing consulting practice
What you need to succeed:
- Undergraduate degree in Accounting, Finance, Economics, Information Technology, or Business with two or more years of experience in indirect tax, with consulting experience preferred. Experience in the energy industry is a plus, but not required
- CPA or CMI preferred
Additional Knowledge, Skills, Abilities and Personal Characteristics
- A fundamental understanding of state and local tax laws and regulations
- Excellent organizational skills and strong self-motivation; must be able to work effectively with minimal direct daily supervision
- Ability to apply your technical expertise to varied client issues/needs and provide creative, insightful analysis
- Ability to research tax issues using CCH/AnswerConnect or other tax research tools
- Ability to effectively prioritize and manage multiple projects, activities and deadlines
- Personal computer software proficiency, including spreadsheets, database, word processing and presentation software. Excel/Access and Powerpoint preferred Experience with indirect tax engines including Vertex, OneSource, Sovos, Avalara, and financial accounting systems such as SAP, Oracle, Microsoft Navision are a plus
- Excellent oral and written communication skills, strong interpersonal skills and ability to communicate clearly, effectively and persuasively
- Willing and able to develop client relationships and work effectively in a team environment
- Ability to anticipate new situations and/or changing demands and respond proactively
- Some travel out of town will be required, overnight for internal or client meetings and/or conferences
Working Conditions
- Must be able and willing to consistently produce quality work in fast paced environment with daily requirement to meet set deadlines
- Willing and able to occasionally work irregular hours and overtime as needed or required
- This position is based in either Dallas/Fort Worth, Texas (Addison), Katy, Texas (West Houston), and Tulsa, OK and requires office time, work-from-home and some travel to client locations
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.
