Success Factors

Responsibilities

• Prepare and review income/franchise/gross receipts and sales/use tax nexus studies and risk assessments to identify filing responsibilities, identify SALT risks, and ensure compliance.
• Prepare and review voluntary disclosure applications, agreements, and related documentation.
• Perform technical reviews of state income/franchise tax returns.
• Interpret and advise on Public Law 86-272 and its impact on state income tax filings.
• Serve as a help desk technical resource for income/franchise/gross receipts tax questions from internal and external clients
• Guide internal and external clients on multi-state apportionment projects, including cost of performance and market-based sourcing approaches.
• Perform SALT due diligence for buy-side and sell-side clients.
• Be willing to assist with sales and use tax matters, including taxability reviews, audit defense, and help desk questions from internal and external clients.

Qualification

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Required Skills

• Expert knowledge in state and local tax laws and principles
• Excellent organization skills and strong attention to detail
• Strong leadership and coaching skills
• Multitasker with the ability to prioritize work accordingly
• Excellent verbal and written communication skills with strong client service focus
• Strong analytical and interpersonal skills
• Ability to work autonomously under the pressure of tight deadlines and multiple priorities
• Demonstrated ability to think strategically and execute, based on firm focus and future of the tax service line
• Working knowledge of Microsoft Office suite products and technologically-savvy
• Self-motivated and willingness to enhance accounting and advisory knowledge
• Excellent attention to detail with the ability to manage multiple projects

Education, Experience and Certifications

• CPA license or JD strongly preferred.
• 5+ years of experience focused in state & local tax within a public accounting firm
• 5+ years’ experience of progressive tax consulting experience across a wide range of industries preferred
• Prior experience in coaching and training entry-level accounting professionals required

Essential Functions  

• Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear
• Must be able to remain in a stationary position as needed
• The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull
• Vision abilities required include close vision, distance vision and the ability to adjust focus.