Tax Managing Director, State and Local Tax - Sales & Use Tax

Job Duties

• Research Identifies complex sales & use tax situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted
• Analyzes researched facts and the sources utilized prior to composing a detailed report or preparing a taxability matrix of the research findings
• Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel
• Tax Compliance Conducts detailed reviews of sales & use tax returns with the ability to identify most significant sales & use tax issues
• Evaluate company’s current compliance processes and provide customized and automated solutions for companies to report their sales & use tax obligations
• Tax Consulting Drafts tax memorandums, tax opinions and other documentation on various sales & use tax issues
• Reviews client operations to determine states where sales & use tax return should be filed
• Reviews client records to determine if proper resale and exemption certificates are maintained and develop procedures for retaining proper resale and exemption certificates
• Applies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriate
• Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements
• Aids in the development of consultative sales & use tax strategies
• Manages the expectations of assigned clients
• Tax Controversy Drafts responses to notices from state taxing authorities
• Represents clients before any tax authority on contested sales & use tax issues
• Provides assistance with exam support
• Tax Related Software Utilizes sales & use tax research databases and other sales & use tax-related software in the completion of assigned tasks
• Tax Specialization Provides technical client service to multi-state companies with sales & use tax issues
• Provides negotiation of settlements and voluntary disclosure agreements on sales and use tax matters
• Drafts technical memoranda regarding sales & use tax issues
• Strategy Development Reviews studies of sales & use tax implications to identify alternative courses of actions to benefits clients
• Develops new or improved ideas to advance the position of clients through reduction in sales & use taxes or expenses or offering of non-tax benefits
• Suggests marketing approaches for new client acquisition

Job Qualifications

• Bachelor's degree in Accounting or other relevant field required
• Masters degree in Accounting/Taxation or J.D. preferred
• Significant business development and marketing of sales and use tax engagements experience required
• Prior experience supervising tax professionals on a project or engagement basis required
• Prior experience preparing and/or reviewing tax provisions preferred
• CPA certification or other relevant certification preferred
• Software Proficient in the use of Microsoft Office Suite, specifically Excel and Word preferred
• Exposure to and familiarity with standard tax applications and research tools preferred