Senior Consultant – Sales & Use Tax
Location
Dallas, TX | Fort Worth, TX | Houston, TX | Also hiring at all Invoke Locations
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Position Summary
Sales Tax Consulting background is required. The Sales and Use Tax Senior Consultant’s primary responsibilities are to identify Sales and Use tax savings opportunities for multi-state clients and direct staff in day to-day operations. The incumbent will be meeting with clients and/or taxing authorities, preparing correspondence, researching issues, completing data reconciliations, making taxability decisions and preparing tax authority filings. Some travel required (up to 30%)
Responsibilities
- Reviews and finalizes staff’s audit/refund tax decisions
- Reviews client data for tax savings opportunities
- Assists Manager in mentoring staff and managing staff workload
- Drafts filings, such as petitions for redetermination, refund claims, and various other administrative replies
- Responds to client inquiries and prepares documentation requests from state agencies
- Reconciles tax returns with client data
- Travels to client locations to gather and copy tax returns, invoices, purchase orders, and other documentation to use in audit/refund process
- Other duties as assigned
Typical Decisions and/or Recommendations
- Secondary review of tax decisions on invoices
- Completion of sales tax research for client issues in different states
- Staff time allocations on sales tax projects
Supervision Given and/or Received
- Delegation of project work to staff
- Initial person for staff to address project issues/concerns
- Mentoring, training, and/or developing staff
- Delegation of projects from Manager
- Manager will have final review of audit/refund schedules and other documents prepared by Senior Consultant
- Responsible for completing all assigned tasks with minimal manager oversight and be able to meet deadlines
Education and Experience
- Bachelor’s Degree required in Accounting/Finance
- At least two years of experience in Sales Tax Consulting positions
Knowledge and Skills
- Proficient in Access
- Demonstrates knowledge of basic tax research
- Experience in conducting tax audits and reverse tax audits
- Ability to analyze raw data to reconcile trial balances and sales and use tax returns
Manager – severance Tax
Location
Dallas, TX | Fort Worth, TX | Houston, TX | Also hiring at all Invoke Locations and nationwide
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Position Summary
The Severance Tax Manager’s primary responsibilities are to identify Severance tax savings opportunities for multi-state clients and direct staff in day to-day operations. The incumbent will be meeting with clients and/or taxing authorities, preparing correspondence, researching issues, completing data reconciliations, completing exemption and marketing reviews, defending severance tax audits and preparing tax authority filings. The Ideal candidate will have experience in TX and other Oil & Gas states. Some travel required (up to 25%).
Responsibilities
- Reviews and finalizes staff’s audit/refund tax decisions and filings
- Reviews client and production data for tax savings opportunities
- Mentoring staff and managing staff workload
- Exemption identification and application services
- Conduct Marketing Deduction Reviews
- Drafts filings for refund claims and various other administrative replies
- Responds to client inquiries and prepares documentation requests from state agencies
- Reconciles tax returns with client data
- Travels to client locations to gather and copy tax returns, invoices, purchase orders, and other documentation to use in audit/refund process
- Other duties as assigned
Supervision Given and/or Received
- Delegation of project work to staff
- Initial person for staff to address project issues/concerns
- Mentoring, training, and/or developing staff
- Delegation of projects
- Manager will have final review of audit/refund schedules and other documents prepared by Senior Consultant
- Responsible for completing all assigned tasks with minimal manager oversight and be able to meet deadlines
Education and Experience
- Bachelor’s Degree required in Accounting/Finance
- At least 4 years of experience in Severance Tax Consulting
- Multi-State Severance Tax Experience
Knowledge and Skills
- Proficient in Access
- Demonstrates knowledge of basic tax research
- Experience in conducting Severance Tax Refunds and Audit Defense
Business Development Representative
Location
Dallas, TX – Nationwide Applicants Welcome
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Position Summary
The primary functions of the Business Development Representative are to develop sales leads, establish both telephone and on site appointments, and provide sales support to Senior Operations and Sales Leadership at Invoke. The qualified candidate must be able to make decisions independently to respond in a timely manner to the demands of the job. The BDR will provide timely responses to Prospects, Marketing, Management, Operations, and the Sales Team.
Responsibilities
The primary objective of the Business Development Representative is to set initial client visits (ICV) for pre-identified Senior Leadership on a campaign basis established by the National Director of Sales and Marketing. This is typically achieved by:
- Identifying, researching, and pursuing prospects to generate new business for Invoke
- Developing leads and maintaining contact with prospects using various forms of communication
- Maintaining entries into Invoke’s CRM tool QuickBase with all required information, including, lead, contact, estimated value and estimated close date
- Coordinating with marketing to generate necessary documentation to assist in deal closing (i.e. RFP’s, presentations, contracts, etc.)
- Understanding service-line offerings with sufficient depth to be able to discuss with prospects
- Utilizing software tools to research contact information and new business opportunities
- Develop and call on new prospects in an effort to meet and exceed individual and department revenue expectations and meeting quotas
- Qualify and distribute sales leads from phone/internet, to the proper team member
- Assisting with other projects as needed and performing other duties as assigned
Education and Qualifications
Bachelor’s degree or equivalent preferred. Ideally 1-2 years inside sales and/or relevant industry experience.
- Ability to build a phone report with identified prospects
- Must be a self-starter able to multi-task and adapt to changing situations
- Excellent written, verbal and presentation skills
- Proven work-ethic and time-management skills
- Intermediate or advanced skills with MS Office and QuickBase or other CRM
Analyst II – Business Personal Property Tax
Location
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Position Summary
The Property Tax Analyst II functions as support to the BPP team including but not limited to filing returns, reviewing and appealing assessment notices, and processing tax bills. As an employee of Invoke, the Analyst II is exposed to all areas of the business, including all service lines, tax bill remittance, and payments for both real and personal property. The Analyst II is responsible for ensuring client appeals are handled appropriately, working with the Senior Staff to work through valuation methodologies. This role allows the Property Tax Analyst II to develop an understanding of the appeal process by working renditions/properties and managing relationships with assessors.
Responsibilities
- Work with manager to develop a professional growth plan
- Attain mastery of software updates and changes, specifically PTMS
- Develop and preserve positive relationships with assessors and clients
- Maintain list of assessor contacts
- Create and update files and records, track tax appeal deadlines
- Learn to class and flag assets correctly and consistently
- Verify that values fall within established guidelines
- Maintain hearing schedules as required
- Process tax bills timely and accurately
- Participate in team projects by taking ownership of assignments
- Ensure all team matters are complete timely
- Commitment to learning in a dynamic environment
Education and Qualifications
- Previous PTMS software experience preferred
- Bachelor’s degree in Accounting, Business Administration, Finance, or related field preferred
- Advanced skills in Microsoft Word and Excel
- Excellent verbal and written communication skills
- Ability to meet travel requirements of the job
SENIOR Manager – Property TAX
Location
Hiring nationwide and at all Invoke Locations
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Position Summary
The Senior Manager is responsible for providing property tax services to Invoke’s clients. The Senior Manager ensures that the following activities occur at the highest levels: business development, providing client service, reporting, invoicing, collections, and ensuring overall client satisfaction. The Senior Manager ensures the Managers are implementing the Statement of Work for each of Invoke clients, and AppealTrack, our internal software tool, is used and maintained by Managers. A Senior Manager is responsible for all aspects of property tax analysis and consulting relating to real and personal property taxes. The Senior Manager will assist the Directors in overseeing the management of Managers and Analysts in a positive manner, reviewing the work product and assisting in sales pursuits and client conversations.
Responsibilities
- Maintains long-term relationships with all clients with the potential for additional property tax division services or services provided by other divisions
- Understands the qualification criteria of the other service divisions and maintains capability to explain these services to clients
- Continually look for process improvement opportunities
- Interacts with sales representatives to capitalize on client opportunities
- Conducts on-site inspection of client properties and operations when necessary
- Presents findings and makes recommendations to clients
- Communicate with assessors and attend hearings as necessary
- Work with tax officials to achieve maximum tax savings for Invoke clients
- Maintain excellent knowledge of all real and personal property tax laws, regulations, and court decisions
- Updates AppealTrack in a timely fashion with appeal recommendations, valuations, tax rates and corresponding documentation while ensuring the Analysts are doing the same
- Develop talent at the Manager level by providing constructive feedback and solutions
- Promote a positive culture that allows professional growth of our people
- Identify potential key hires
- Researches complex tax issues
Education and Experience
- Bachelor’s degree in Accounting, Business Administration, Finance, or related field
- 6+ years’ experience in property tax consulting
- Advanced skills in Microsoft Word and Excel
- Excellent verbal and written communication skills
- Maintain appropriate certifications
- Ability to meet travel requirements of the job