Senior Consultant – Sales & Use Tax
Location
Fort Worth, TX | Houston, TX | Also hiring at all Invoke Locations
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Position Summary
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