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Leads sales and fuels tax recovery engagements for clients by reviewing tax payments, input tax credits, accounting records, and sales tax accounts. Identifies recovery opportunities and exposure areas, researches applicable GST, HST, PST, and QST legislation, prepares refund claims and supporting schedules, and presents comprehensive findings and process improvement recommendations. The role involves onsite client work, proprietary software, technical training, and 20–25% independent travel.

Executes financial, operational, compliance, IT, and SOX audits; develops risk assessments, audit procedures, process maps, and reports; evaluates internal controls; supervises and reviews staff and third-party work; manages remediation; collaborates with management and independent auditors; and recommends process improvements.

Provides federal and state income tax compliance services for corporate and partnership clients. Prepares original and amended tax returns, workpapers, estimated payments, and tax analyses; researches tax issues, analyzes financial data, responds to clients and tax agencies, and supports project planning. Requires strong knowledge of multistate taxation, consolidated returns, pass-through entities, unitary reporting, and tax filing methodologies.

Provides federal and state income tax compliance services for corporate and partnership clients. Prepares original and amended tax returns, estimated payments, workpapers, and tax analyses; researches tax issues; analyzes financial data; responds to clients and tax agencies; and supports project planning. Requires collaboration, independent work, strong organization, and knowledge of multistate, consolidated, pass-through, and unitary tax filings.

Leads financial reporting and data analytics by developing dashboards, reporting packages, KPI insights, and data workflows. Oversees reporting governance, data quality, warehousing practices, automation, and infrastructure improvements. Manages and mentors analysts while partnering with executives, Finance, IT, and business units to translate complex data into actionable insights. Requires advanced Power BI and SQL skills, Databricks experience, and expertise in data management, reporting, and analytics.

Provides tax credit and economic development incentive consulting for clients pursuing domestic capital expansions. Responsibilities include researching state and local incentive programs, evaluating eligibility, reviewing client data, performing tax calculations and Excel modeling, preparing technical memoranda and incentive applications, coordinating with government agencies, and supporting client presentations and negotiations. The role is hybrid in the San Antonio, Texas area with up to 5% travel.

Identifies and researches economic development credits and incentives, evaluates client eligibility and benefits, prepares calculations, applications, amended returns, filings, and compliance reports, and supports negotiations with state and local governments. The role involves client communication, data reconciliation, incentive research, project coordination, limited employee supervision, and up to 20% independent travel.

Manages transaction tax compliance and planning, including sales and use tax, unclaimed property, VAT/GST returns, tax reconciliations, exemption certificates, audits, and tax software maintenance. Coordinates with accounting teams, outside CPAs, vendors, and service providers. Requires a hands-on, team-oriented professional with accounting expertise, ERP experience, and strong Microsoft Office skills.

Manages financial forecasting, annual budgeting, variance analysis, financial modeling, reporting governance, and strategic financial analyses. Supports senior management with performance insights, financial recommendations, board presentations, and analyses of revenue, expenses, capital expenditures, acquisitions, and expansion initiatives. Oversees FP&A reporting tools and processes, may supervise analysts, and drives process improvements and ad hoc reporting.

Develop and support corporate tax workstation products using .NET, C#, Dynamics 365, Power Automate, ASP.NET, and SQL Server. Responsibilities include technical design, coding, testing, troubleshooting, deployment, performance and security improvements, documentation, code reviews, and mentoring developers. The role collaborates with stakeholders and international teams to deliver reliable solutions on schedule.