Position SummaryThe Senior Tax Consultant supports DMA clients through Sales & Use Tax audit defense, reverse audits, and overpayment recovery engagements. In this role, you'll dive deep into transactional data, identify refund opportunities, perform multi-state tax research, collaborate with taxing authorities, and deliver measurable savings to clients.
This role is perfect for audit professionals already working with Texas or Louisiana sales Tax audits looking to expand their Sales & Use tax experience while focusing exclusively on audit, recovery, and advisory work.
Essential Duties and Responsibilities- Prepares for reviews including researching and developing a review plan, etc.
- Work with clients' data to verify control totals, reconcile tax reported, and analyze audit populations and samples
- Obtains source documentation from clients' system
- 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
- Research 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
- Identify and collect data on prospective clients
- Analyze 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
- Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. This position does not qualify for employment-based sponsorship.
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%)
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