Senior Sales & Use Tax Strategist

Merit Advisors, LLC; Dallas (TX); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

PTO program

Medical/dental/vision plan

401(k) match

Company-sponsored events

Learning opportunities

Flexible work-life balance

Job summary

Merit Advisors, LLC is seeking a tax consultant who thrives on autonomy and delivers exceptional client service in a dynamic environment. You will manage client engagements, plan for sales and use tax issues, and provide high-level tax analysis with support from a collaborative team.

The role involves research, planning strategies, and staying ahead of tax legislation across multiple states, with opportunities for professional growth and a balanced work-life approach.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, Economics, Communications or similar field.
• One to Five years of experience in a public accounting or consulting firm (Big Four is a plus!).
• Strong Excel skills (bonus points if you know keyboard shortcuts).
• Experience using CCH/AnswerConnect/Alteryx or other tax research tools.
• CPA or CMI preferred.

Responsibilities

• Perform tax overpayment reviews, tax liability/exposure analysis, voluntary disclosures, audit support/assistance
• Assist with tax research and memorandums
• Support compliance efforts and tax reserve analysis
• Determine taxability and identify issues
• Research tax issues in multiple states and help develop tax planning strategies
• Address complexities and tax technical issues that arise from client operations
• Proactively monitor transaction tax legislative proposals and law changes to ensure clients are aware of potential opportunities/costs

Skills

Excel skills

Analytical thinking

Communication

Education

Bachelor’s degree in Finance/Accounting/Business

Tools

CCH

AnswerConnect

Alteryx

Job description

Merit Advisors, LLC is seeking a tax consultant who thrives on autonomy and delivers exceptional client service in a dynamic environment. You will manage client engagements, plan for sales and use tax issues, and provide high-level tax analysis with support from a collaborative team.

The role involves research, planning strategies, and staying ahead of tax legislation across multiple states, with opportunities for professional growth and a balanced work-life approach.