- A Tax Services Senior Associate/AM is responsible for utilizing research skills, applying tax foundational knowledge to understand potential SUT tax issues, gathering client information necessary for filing, participating in tax planning, recognizing, and communicating potential risks, working with tax software applications to complete SUT tax refund reviews
- Professional with experience in Sales & Use tax refund review projects equivalent to US Seniors including strong research/documentation, project management and excel skills
- Working knowledge with MS Access and Alteryx
- Industry experience in either Oil and gas/energy or Healthcare desired for one position
- Experience with manufacturing and other industries desired for the other position
- In this role, the Tax Manager will act as the main client contact for general questions and information and may be charged with supervising and reviewing the work of Core SUT refund projects
Qualifications
- Bachelors degree in accounting or other relevant field required
- Masters degree in accounting beneficial, masters degree in taxation preferred
Experience
- 3 Yrs to 5 Yrs+ years of prior experience
- Assist Manager with high-value quality SUT tax refund projects
- Researching state tax legislation and assisting with impact on compliance
- Assisting with engagement workflow management and supervising tax consultants and interns on assigned engagements
- Prior experience of SUT refund projects
- Prior basic supervisory experience preferred
- Identify the open items and communicate with the seniors
- Remain up to date on current SUT tax practices and changes in tax law
- Taking active role in knowledge sharing
- Industry experience in Oil & Gas/Energy, Healthcare & manufacturing is required
Software
- Strong excel, MS Access and Alteryx skills
Other Knowledge, Skills & Abilities
- Superior verbal and written communication skills
- Ability to effectively delegate work as needed
- Strong analytical, research and critical thinking skills as well as decision-making skills
- Capacity to work well in a team environment
- Capable of effectively developing and maintaining client relationships
