Open Positions
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%). Learn More
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%). Learn More
The Sales Tax Intern’s primary responsibilities are to assist staff as they identify Sales and Use tax savings opportunities for clients within their day-to-day operations. The intern will help review client transactions for taxability, prepare materials for meetings with clients and/or taxing authorities, assist in preparing correspondence, research taxability issues, help with data reconciliations, and perform other entry-level duties as necessary. Training will be provided. Learn More
The primary function of the Business Development Manager (BDM) is to develop sales leads, establish both telephone and on-site appointments, work opportunities through the pipeline, 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 BDM will provide timely responses to Prospects, Marketing, Management, Operations, and the Sales Team. Learn More
The Sales and Use Tax Manager’s primary responsibilities are to manage projects and staff to identify Sales and Use tax savings opportunities for multi-state and multi-industry clients. The incumbent will be tasked with completing sales tax refunds, audit defense projects, and sales tax consulting projects while maintaining positive relationships with clients, taxing authorities, and Invoke team members. Some travel required (up to 30%). Learn More
The Administrative Assistant / Property Tax Analyst will be a shared resource among our Consulting Staff and is primarily responsible for preparation, review, processing and data entry around various components of the property tax appeal process. Many of the tasks performed are administrative and analytical in nature, but critical towards ensuring efficiency during stressful, deadline-driven appeal cycles throughout the calendar year. The ideal candidate is highly detail-oriented and possesses the ability to handle multiple workloads at once. Property Tax experience preferred. Learn More
The Business Personal Property Tax Analyst 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 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 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 to develop an understanding of the appeal process by working renditions/properties and managing relationships with assessors. Learn More
The Property Tax Consultant is responsible for providing property tax services to Invoke’s real estate clients. The Consultant ensures that the following activities occur at the highest levels: business development, providing client service, reporting, invoicing, collections, and ensuring overall client satisfaction. The Consultant ensures they are implementing the Statement of Work for each of Invoke clients, and AppealTrack, our internal software tool, is used and maintained by Managers and is responsible for all aspects of property tax analysis and consulting relating to property taxes. The Consultant 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. Learn More
Invoke Tax Partners is looking for exceptional people to join our team! We have an immediate opening for a Senior Financial Analyst, FP&A in our Dallas, TX office. The Senior Financial Analyst works closely with the CFO and other senior managers to increase the Company’s efficiency and profitability by assisting with the formulation of both the medium and long-term financial plan. Learn More
Candidates must possess a successful record in the Business Personal Property market. Must be able to work in a deadline driven, fast paced, and dynamic work environment. Responsibilities including, but not limited to filing returns, reviewing returns, appealing assessment notices, and processing tax bills. The Compliance Manager is responsible for ensuring client appeals are handled appropriately and working with the team to make sure the proper valuation methodologies are applied. Learn More
Administrative Assistant / Property TaX aNALYST
Location
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Position Summary
The Administrative Assistant / Property Tax Analyst will be a shared resource among our Consulting Staff and is primarily responsible for preparation, review, processing and data entry around various components of the property tax appeal process. Many of the tasks performed are administrative and analytical in nature, but critical towards ensuring efficiency during stressful, deadline-driven appeal cycles throughout the calendar year. The ideal candidate is highly detail-oriented and possesses the ability to handle multiple workloads at once. Property Tax experience preferred.
Responsibilities
- Timely prepare and process information requests and authorizations for all properties
- Follow up to assure all requested information has been received
- Review information for accuracy and upload to software database
- Upload property data, values and information to correct property/client in database
- Review and confirm property tax bills are correct and solve any issues or problems related to the property tax bills
- Set-up and maintain file system for all properties
- Drop-off and pick-up mail
- Open mail and sort/scan/upload/distribute accordingly
Skills
- Detail oriented individual with solid, basic math skills
- Team oriented with ability to work with multiple people – in person and throughout our network of national offices
- Good communication skills (phone and email)
- Persistence and follow-up will be required when requesting information from Clients and Taxing Jurisdictions
- Ability to research values and property details via County websites and contact with County personnel
- Working knowledge of Adobe and Microsoft Office (Outlook, Word and Excel), as well as the ability and willingness to learn new software
- Strong organizational skills with working knowledge of Windows File Explorer
- Ability to multi-task and work within a deadline oriented environment
- Have a valid driver’s license and a vehicle in good working condition to pick-up and drop-off mail
- Must be willing to work in the office; this is not a “work from home” position
Manager – Sales & Use Tax
Location
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Position Summary
The Sales and Use Tax Manager’s primary responsibilities are to manage projects and staff to identify Sales and Use tax savings opportunities for multi-state and multi-industry clients. The incumbent will be tasked with completing sales tax refunds, audit defense projects, and sales tax consulting projects while maintaining positive relationships with clients, taxing authorities, and Invoke team members. Some travel required (up to 30%).
Duties and Responsibilities
- Manage project workflow and team
- Finalize staff’s audit/refund tax decisions
- Organize and create databases of client data for tax savings opportunities
- Mentoring/developing staff
- Managing staff workload
- Finalize Tax filings, such as petitions for redetermination, refund claims, and various other administrative replies
- Responds to client inquiries and prepares documentation requests from state agencies
- Travels to client locations as needed
- Other duties as assigned
Typical Decisions and/or Recommendations
- Final review of tax decisions on invoices
- Completion of sales tax research for client issues in different states
- Manage Staff time allocations on sales tax projects
Supervision Given and/or Received
- Delegation of project work to seniors/staff
- Manage project issues/concerns
- Mentoring, training, and/or developing staff
- Manager will have final review of audit/refund schedules and other documents prepared by Senior Consultant
- Responsible for completing all assigned tasks and meeting deadlines
Education and Experience
- Bachelor’s Degree in Accounting/Finance required
- At least 5 years of experience in Sales Tax Consulting positions
Knowledge and Skills
- Proficient in Microsoft 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
Property Tax Manager – Compliance
Location
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Position Summary
Candidates must possess a successful record in the Business Personal Property market. Must be able to work in a deadline driven, fast paced, and dynamic work environment. Responsibilities including, but not limited to filing returns, reviewing returns, appealing assessment notices, and processing tax bills. The Compliance Manager is responsible for ensuring client appeals are handled appropriately and working with the team to make sure the proper valuation methodologies are applied.
Responsibilities
- Manage complex BPP filings in multiple states
- File appeals, maintain appeal calendar, and attend hearings
- Experience negotiating with assessors on multi state portfolios
- Consistently exceed client service expectations
- Manage and motivate staff to achieve desired results
- Attain mastery of software updates and changes, specifically OneSource/PTMS
- Develop and preserve positive relationships with assessors and clients
- Create and update files and records, while tracking tax appeal deadlines
- Verify that values fall within established guidelines
- Maintain hearing schedules as required
- Manage the processing of tax bills timely and accurately
- Participate in team projects by taking ownership of assignments
- Ensure all team matters are completed in a timely manner
- Commitment to working in a dynamic, deadline driven environment
Requirements
- Highly detail oriented
- Strong analytical and technical skills
- Ability to work independently with minimum supervision
- Excellent Communication Skills
Education and Qualifications
- Bachelor’s degree in Accounting, Business Administration, Finance, or related field
- Advanced skills in Microsoft Word and Excel
- Excellent verbal and written communication skills
- Ability to meet travel requirements of the job
- Previous OneSource/PTMS software experience is required
Sales Tax Intern
Location
Fort Worth, TX | Houston, TX | Dallas, TX
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Position Summary
The Sales Tax Intern’s primary responsibilities are to assist staff as they identify Sales and Use tax savings opportunities for clients within their day-to-day operations. The intern will help review client transactions for taxability, prepare materials for meetings with clients and/or taxing authorities, assist in preparing correspondence, research taxability issues, help with data reconciliations, and perform other entry-level duties as necessary. Training will be provided.
Responsibilities
With direction and guidance from Sales Tax Management, the Sales Tax Intern will assist in:
- Formulating audit/refund taxability decisions
- Reviewing client data for tax savings opportunities
- Drafting filings, such as refund claims, protests, and various other administrative replies
- Reconciling tax returns with client data
- Performing necessary vendor research
- Other duties as assigned
Knowledge and Skills
- Junior or Senior Accounting of Finance Major
- Proficient in Access and Excel
- Demonstrates basic research skills
- Ability to analyze raw accounting data
- Adaptability and multitasking
- Capability to establish work priorities with limited supervision
Senior Consultant – Sales & Use Tax
Location
Nationwide Applicants Welcome
Apply
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 in Accounting/Finance required
- At least two years of experience in Sales Tax Consulting positions
Knowledge and Skills
- Proficient in Microsoft 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 MANAGER
Location
Atlanta, GA and Dallas, TX – Nationwide Applicants Welcome
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Position Summary
The primary function of the Business Development Manager (BDM) is to develop sales leads, establish both telephone and on-site appointments, work opportunities through the pipeline, 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 BDM will provide timely responses to Prospects, Marketing, Management, Operations, and the Sales Team.
Responsibilities
The primary objective of the BDM is to set initial client visits (ICV) for pre-identified Senior Leadership on a campaign basis in conjunction with the National Director of Sales and Marketing and Operational Leadership. The BDM will also take a large role in owning the lifecycle of an individual sale from lead generation to contract execution. 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 more than three years of sales and/or relevant industry experience.
- Ability to build phone rapport 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
Business Personal Property Tax Analyst
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
Property Tax Consultant
Location
Immediate hire in Chicago, Atlanta, and South Florida and accepting applications for all Invoke Locations and new growth markets
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Position Summary
The Property Tax Consultant is responsible for providing property tax services to Invoke’s real estate clients. The Consultant ensures that the following activities occur at the highest levels: business development, providing client service, reporting, invoicing, collections, and ensuring overall client satisfaction. The Consultant ensures they are implementing the Statement of Work for each of Invoke clients, and AppealTrack, our internal software tool, is used and maintained by Managers and is responsible for all aspects of property tax analysis and consulting relating to property taxes. The Consultant 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
- 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
- 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
Education and Experience
- Bachelor’s degree in Accounting, Business Administration, Finance, or related field
- 3+ 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
SENIOR FINANCIAL ANALYST, FP&A
Location
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Position Summary
Invoke Tax Partners is looking for exceptional people to join our team! We have an immediate opening for a Senior Financial Analyst, FP&A in our Dallas, TX office. The Senior Financial Analyst works closely with the CFO and other senior managers to increase the Company’s efficiency and profitability by assisting with the formulation of both the medium and long-term financial plan.
Responsibilities
- Work closely with the leadership team to formulate the business’s medium to long term financial and strategic plan.
- Work with Service Line heads to build their annual budgets and forecasts.
- Produce models to project long term growth and determine the impacting business factors.
- Delivery of competitor analysis, market trends and associated commentary to the Leadership team.
- Analyze financial and operational results to better understand company performance.
- Communicate to senior management the reasons behind the product/department performance and results.
- Provide detailed analysis and commentary on service line and other cost center results.
- Review operations and recommend cost-saving initiatives.
- Prepare business cases to support new investment, strategic, and other business decisions.
- Review existing processes and procedures to develop recommendations for improvement efforts.
- Evaluate previous budgets and expenditures to develop and implement future budgets.
- Communicate results and recommendations to senior management for improvements that will lead to cost reduction, revenue generation, and streamlining operations.
- Provide insights to senior management around financial modeling, forecasts, and profitability.
We are looking for candidates with the following qualities:
- Strong Microsoft Excel skills with experience in various FP&A software programs.
- Detail oriented, strategically minded, and confident.
- Excellent leadership and management skills and be able to build and maintain relationships at all levels.
- Strong presentation skills and impeccable judgement.
- A high level of integrity and excellent problem-solving skills.
- Excellent collaboration skills with the ability to build strong relationships and work effectively in cross-collaborative environment.
- Demonstrated capacity to be highly creative, analytical, and data-driven at the same time.
- Ability to thrive in a fast-paced with a high-degree of accountability and accuracy.
- Ability to manage multiple priorities concurrently and with little oversight.
- Being proactive to accomplish objectives and achieve goals beyond what is required.
Education and Qualifications
- Bachelor’s Degree in Accounting, Finance, or Economics required
- MBA is highly-preferred
Experience:
- 5-7 years’ experience in the financial services industry within the corporate finance/accounting department
- Experience in supporting, executing, and maintaining financial projects and programs
- Experience with reporting/forecasting highly desired
