Mowery & Schoenfeld is seeking an ambitious and curious state & local tax manager with particular interest and expertise in advising clients about sales & use tax implications related to their businesses, recognizing and evaluating potential tax risks in mergers & acquisitions, and keeping up with changes in sales & use tax statutes, policies, and regulations.
Job duties
- Serve as a technical tax resource for state and local taxes on M&A transactions, including tax structuring and tax due diligence services.
- Recognizes complex sales and use tax situations, outlining the relevant issues and indicating the appropriate sources for further investigation.
- 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.
- Analyzes researched facts and the sources utilized prior to composing a detailed report or preparing a taxability matrix of the research findings.
- Conduct review of client operations to determine states where and when sales & use tax returns should be filed.
- Review client records to determine if proper resale and exemption certificates are maintained and develop procedures for retaining proper resale and exemption certificates.
- Prepare applications for voluntary disclosure and sales tax permits.
- Assist clients and internal departments with responses to indirect tax notices.
- Occasionally prepares and conducts detailed reviews of sales & use tax returns with the ability to identify significant sales & use tax issues.
- Represents clients before any tax authority on contested sales & use tax issues.
- Utilizes sales & use tax research databases and other sales & use tax-related software in the completion of assigned tasks.
We are seeking an individual who is curious, self-motivated, and a team player with the following qualifications:
- Bachelor's degree in accounting, finance, or other relevant discipline
- CPA, JD/LLM, CMI, or similar designation required
- 6+ years of state and local tax experience, with a focus on sales and use tax, preferably in public accounting or a consulting environment
- Strong technical research, analytical, and communication skills
- Experience with income, franchise, and other indirect taxes is a plus
- Experience with tax automation platforms (e.g., Avalara, Vertex, TaxJar) is a plus
For more information on our benefits, click here:
https://www.msllc.com/careers/our-benefits/
