Excise Tax-Manager

About the role

The opportunity is to support excise tax compliance and advisory projects for clients in various industries including Oil & Gas, Transportation, Manufacturing, and Retail. The compliance role involves all types of US Federal and State excise tax filings, including fuel tax. Advisory support includes due diligence reviews, structuring assistance, licensing research, controversy support, interpretation, and consultation related to new legislation. The position also reviews work of and coaches and develops others on the team.

Responsibilities

• Demonstrate an effective understanding of excise tax concepts and apply tax knowledge to client situations
• Support your team in developing and delivering quality tax planning approaches with timely and responsive services and work products that meet and/or exceed client expectations
• Affiliate with clients in opportunities for excise tax compliance, planning, and other special services
• Prepare quality, practical approaches to the client's tax situation and arrive at appropriate conclusions
• Develop recommendations and implementation plans and make informed decisions in complex and judgmental areas
• Build technical competence by keeping up to date on trends, developments, and legislation that impact our clients
• Research advanced and complex tax issues and develop practical and effective solutions
• Ability to lead client discussions, monitor commitments and deadlines, and drive internal team to completion
• Collaborate with clients and colleagues to analyze tax issues, determine alternative methods of problem-solving, and arrive at recommendations
• Support compliance team where needed with ability to analyze current data and benchmark historical data for compliance and tax calculation purposes and make recommendations to team on issues and other matters impacting the business
• Apply independent and objective decision making related to tasks performed
• Decide when to ask questions or proceed further with the task at hand
• Receives direction from more senior team members and occasionally directly from PPMD
• Ability to analyze federal and state statutes and related regulations and advice; apply to current facts or issues to make conclusions and articulate to team members and clients
• Lead and coach team members in managing engagement lifecycle and engagement economics for the practice
• Responsible for financial and economic health of managed engagement

Requirements

• Bachelor’s degree or Master’s degree (Accounting, Business, Finance or equivalent degree preferred)
• Minimum of 5+ years of experience in a professional services or tax services organization
• Excellent organizational and verbal/written communications skills
• Effective time management skills
• Ability to work in fast-paced professional services environment
• Strong research skills, ability to navigate Westlaw, CCH, RIA, etc.
• Strong analytical skills and attention to detail
• Effective knowledge of excise tax concepts
• Computer software applications, including Microsoft Word, Excel and PowerPoint
• Willingness to travel as needed, and working in a balanced hybrid environment

Qualifications

• CPA, EA, or JD/LLM (Ideally)

Skills and attributes for success

• Bachelor’s degree or Master’s degree (Accounting, Business, Finance or equivalent degree preferred)
• Minimum of 5+ years of experience in a professional services or tax services organization
• Excellent organizational and verbal/written communications skills
• Effective time management skills
• Ability to work in fast-paced professional services environment
• Strong research skills, ability to navigate Westlaw, CCH, RIA, etc.
• Strong analytical skills and attention to detail
• Effective knowledge of excise tax concepts
• Computer software applications, including Microsoft Word, Excel and PowerPoint
• Willingness to travel as needed, and working in a balanced hybrid environment

Pay

$91,700 to $168,100 (base salary range for all geographic locations in the US)

Schedule

Flexible vacation policy; ability to work in a balanced hybrid environment