Tax Senior, State and Local Tax

About the role

The Tax Senior, State and Local Tax, applies industry knowledge and experience to clients by assisting in providing advice related to tax implications of their business objectives, recommending alternate courses of action, and identifying different methods of complying with tax regulations. Additional responsibilities include applying knowledge to understand potential tax issues, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, recognizing and communicating potential risks, identifying potential changes in tax policy and applying new policies to tax compliance, and assisting in handling routine questions from federal or state agencies. This role also serves as primary contact for clients, as needed, including preparing and presenting presentations to clients and potential clients.

Responsibilities

• Identifies when research is needed; frames issues to be researched; identifies sources of all information including information tending to contradict preferred positions, analyzes facts and authorities, and reports the analysis
• Demonstrates an in-depth level of understanding of various tax authorities
• Applies firm and professional standards for preparation of WTA and tax returns
• Develops and maintains relationships with in-state and out-of-state Department of Tax (DOT)/Department of Revenue (DOR) personnel
• Ensures clients comply with all applicable authorities, while minimizing their tax and reporting burdens
• Tracks availability and filing requirements regarding client-related information
• Applies tax compliance knowledge with a high degree of accuracy and efficiency
• Utilizes knowledge of preparation and issues to price services and sell related services
• Develops service in accordance with SOX rulings
• Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements
• Conducts detailed review of tax returns, and identifies basic, complex and advanced issues throughout the engagement
• Communicates with clients to gather information when applicable
• Prepares and reviews taxability matrices for client transactions assuring timely review and accuracy of returns
• Develops, recommends, and implements methods to maximize client benefits, especially by decreasing clients’ current and future taxes
• Considers the applicability of all state tax consulting sub-specialties for each client, conferring with other consultants, when appropriate
• Interprets existing and new law and client facts to maximize benefits
• Involves other state tax sub-specialty subject matter experts, when appropriate
• Applies workplans for tax consulting projects performed for clients
• Ensures client service teams comply with firm policy regarding WTA checklist
• Develops consultative selling skills
• Provides assistance with exam support
• Assists in managing client expectations
• Informs Core Tax Services leadership of state tax opportunities for clients