Senior Tax Consultant, Transaction Tax

Essential Duties And Responsibilities

• Prepares for reviews including researching and developing a review plan, etc.
• Works with clients’ data to verify control totals, reconcile tax reported, and analyze audit populations and samples.
• Obtains source documentation from clients’ systems.
• Reviews client documents relating to transaction taxes including invoices, purchase orders, transaction tax returns and details, transaction tax audits, etc.
• Creates schedules of invoices and/or other documents.
• Researches and enters data regarding tax exemptions into the system.
• Researchs and answers transaction tax questions and issues.
• Prepares transaction tax refund requests to be submitted to states and/or vendors.
• Negotiates with state auditors during refund processing, audit appeals, etc.
• Prepares updates and reports of findings for clients.
• Prepares required administrative information for Regional Director, including WIP maintenance, entering job cost hours, backlog days, forecasting, etc.
• Travels to client locations.
• Identifies and collects data on prospective clients.
• Analyzes potential opportunities.

Education And Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or related field.
• 3-5 years in the sales tax field with a focus on audits.
• Sales & Use Tax audit experience preferred.
• Intermediate knowledge of Microsoft Word and Excel.
• Experience researching tax questions and issues and working directly with auditors and taxing authorities.
• Demonstrated problem solving, verbal and written communication skills.
• Ability to work both independently and as part of a team with professionals at all levels.
• Valid driver’s license.

Physical Requirements

• Ability to hear, understand, and distinguish speech and/or other sounds.
• Prolonged periods of sitting at a desk and working on a computer.
• Travel as required (approximately 5%).