Senior Associate, Sales & Use

Alvarez & Marsal; City of Rochester (NY); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Healthcare plans

401(k) plan

Discretionary bonus program

Paid time off

Job summary

Alvarez & Marsal is seeking a qualified Sales & Use Tax professional to join our team in the United States. You will prepare technical research memorandums, support reverse audits, tax planning, and compliance initiatives while collaborating with client teams and internal engagement colleagues.

The role requires a bachelor’s degree in accounting and professional taxation credentials with at least 3 years of relevant experience.

Qualifications

• Bachelor’s degree in Accounting is required.
• CMI with Institute of Professionals in Taxation, CPA, JD (with accounting degree) or LLM required (or in progress).
• At least 3 years of relevant sales & use tax experience in a public accounting or large consulting firm.
• Knowledge of accounting and financial reporting.
• Strong writing, analytical, research, Excel, and organizational skills.
• Strong communication, presentation, project management, and business development skills.

Responsibilities

• Prepare and detailed technical research memorandums for internal sources and clients, with review from managers and senior members.
• Assist in reverse audits, controversy matters, tax planning initiatives, voluntary disclosure agreements, and tax exposure analysis.
• Develop client relationships and collaborate with internal engagement teams.
• Participate in business development, including marketing materials, proposals, and client deliverables.
• Support compliance with sales and use tax regulations by researching issues, filing obligations, and data gaps.
• Maintain audit documentation and provide support on audits and due diligence engagements.
• Conduct multi-state sales & use tax research on taxability, sourcing, and nexus, and summarize findings.
• Assist with calculation and monitoring of FAS 5 reserves related to sales and use tax audits and exposures.
• Coordinate multi-state matters related to government incentives and revenue streams.
• Contribute to updates of sales and use tax matrices and document results.
• Collaborate with IT and data teams to support tax system enhancements.
• Build internal relationships across offices to resolve sales and use tax questions.

Skills

Writing

Analytical skills

Research

Excel

Organizational skills

Communication

Education

Bachelor’s degree in Accounting

CPA

CMI / Professional taxation certification

JD (preferred)

LLM (in progress)

Tools

Vertex tax software

SAP (ERP system)

Job description

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results-oriented professionals. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.

The Team

A&M's Sales and Use Tax team advises clients on sales and use tax matters, including reverse audits, audit management controversy, event-based tax planning, and tax department process improvement projects. Working directly with company management, our tax professionals provide tailored services to assist your Finance organization and/or sales tax department with its operational performance improvement and implement comprehensive plans to maximize value, including the following areas – reverse audits, audit management and defense, uncollected sales tax recovery, restructuring, process and controls, nexus analysis, product taxability analysis, purchases analysis, and exposure analysis.

How will you contribute

As a member of the A&M Sales & Use Tax team, you will:

• Prepare and detailed technical research memorandums for internal sources and clients, with review and guidance from managers and senior team members
• Assist in and support reverse audits, controversy matters, tax planning initiatives, voluntary disclosure agreements, process improvement projects, and sales/use tax exposure analysis
• Develop working relationships with client and personnel and collaborate effectively with internal engagement teams
• Participate in business development efforts, including preparing marketing materials, proposals, and client deliverables, as directed by senior team members
• Support compliance with sales and use tax regulations by researching technical issues, filing obligations, and identifying incomplete information
• Maintain audit documentation and provide support on audits, due diligence engagements, and special projects
• Conduct multi-state sales & use tax research related to taxability, sourcing, and nexus issues, and summarize findings for internal and external stakeholders
• Assist with the calculation and monitoring of FAS 5 reserves related to sales and use tax audits and exposures, under manager supervision
• Support the coordination of multi-state sales and use tax matters related to government incentives and related revenue streams
• Contribute to updates and maintenance of sales and use tax matrices, including researching taxability changes and documenting results
• Collaborate with IT and data teams to support tax system enhancements and implementation initiatives
• C Build internal relationships across offices and teams to support resolution of sales and use tax questions and engagement needs

Qualifications

• Bachelor’s degree in Accounting required
• Certified Member of the Institute (CMI) with the Institute of Professionals in Taxation, CPA, JD (with bachelor's degree in accounting, preferred), or LLMrequired (or in the process of obtaining advanced certification)
• At least 3 years of relevant experience in a sales & use tax practice at a public accounting firm or large consulting firm
• Knowledge of accounting and financial reporting
• Strong writing, analytical, research, excel, and organizationalskills
• Strong communication, presentation, project management, and business development skills
• Strong sense of personal motivation as well as the ability to work with ateam
• Ability to work in a dynamic, time-sensitive environment
• Strong tax audit, research, strategic thinking, judgment, negotiation, and presentation skills
• Proficiency with Vertex tax software and SAP (ERP system)
• Knowledge of process control and improvement
• Ability to work on special projects and lead initiatives related to incentives, sales, and use tax

Your journey at A&M

We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person’s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.

We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k)-retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k)-retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part-time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type.

Thesalaryrange is $85,000- $110,000annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.