Tax Compliance Manager

Kelly S Mathews LLC; Houston (TX); Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

Medical/dental/vision coverage

401(k) and profit sharing

Flexible PTO

Lifestyle Spending Account

Home Office Stipend

Cell phone fringe benefit

Parental leave

Sabbatical at 10 years

Job summary

Kelly S Mathews LLC seeks a Manager to review and oversee U.S. federal and state motor fuels tax and sales and use tax filings, leveraging strong tax and accounting acumen.

The role supports implementation of tax automation software, coaches staff, and interfaces with clients to ensure timely, accurate deliverables in a collaborative, team-oriented environment. We offer a hybrid work model with a base salary range of $100,000–$140,000 for a full-time role, plus medical/dental/vision and 401(k)

Qualifications

• 4-6 years of relevant professional experience in tax, accounting, information technology (IT) or MIS.
• Bachelor’s degree in accounting, IT or MIS (Masters preferred). CPA or PMP encouraged.
• Proficient in Microsoft Office, especially Excel; able to use tax software tools.

Responsibilities

• Review and oversee U.S. federal and state motor fuels tax and sales and use tax return filings.
• Research issues around tax registration, licensing and filing requirements.
• Support implementation of tax automation software for tax determination and filing.
• Provide guidance to team members and maintain a cooperative work environment.

Skills

Excel proficiency

Team leadership

Project management

Tax knowledge

Education

Bachelor’s degree in accounting/IT/MIS

Masters in accounting

CPA / PMP encouraged

Tools

AKORE

Avalara Returns Excise

IGEN

SAP

RightAngle

JDE

PDI

Job description

Job Title: Manager
Reports To: Senior Manager, Director, or Partner
Assigns To: Senior Associate, Associate, and Intern/Extended Intern
Status: P/T or F/T
CE Req: 40 continuing education per year
Travel: 0-15%
Assignment: Assigned Client and/or project responsibility with tactical focus; acts as Scheduling Partner

Position Summary

The Manager uses business and accounting acumen, in conjunction with the responsibilities outlined in the next section below, to:

• Review and oversee U.S. federal and state motor fuels tax and sales and use tax return filings
• Research issues surrounding tax registration, licensing, and filing requirements
• Support the implementation of tax automation software that facilitates tax determination and tax return preparation and filing
• Provide support to their supervisor(s) and contribute in a cooperative, respectful manner to enhance the work of others and promote a team environment

The Manager may bring experience in motor fuels tax, sales and use tax, or both. They will build on their existing strengths first, with opportunities to broaden across both tax types as client needs and their own interests develop.

Responsibilities

• Preliminary or Final Tax Return Reviewer
• Provides guidance to Senior Associate, Associate, and Intern/Extended Intern; is able to coach and develop team members
• Has direct interface with Client(s) and is the initial point of contact for assigned project(s)
• Knows what and where to find answers for completing research
• Knows what to do when using Excel and is efficient; can reconcile to zero; can troubleshoot and reconcile differences
• Reviews and approves and/or escalates solutions or next steps to resolve issues proposed by the Client Services Staff to the Senior Manager, Director, or Partner.
• Able to complete technical writing activities with clarity and understanding; completes Preliminary tax technical review and is able to develop key points
• Knows big tax types, has specific state knowledge and knows how to discuss tax technical aspects
• Works with the Leadership Team to improve processes and policies that support the work environment and growth of the Firm
• Identifies sales opportunities with existing Clients for assigned projects and works with the Leadership Team to pursue
• Proficient in directing the activities of others using strong competencies in delegation, developing direct reports and others, directing others, informing, managing and measuring work; brings a high level of emotional intelligence
• Attend industry conferences to maintain and nurture positive working relationships with state authorities and industry contacts

Experience and Technical Skills

• 4-6 years of relevant professional experience in tax, accounting, information technology (IT) or management information systems (MIS)
• Proficient in Microsoft Office applications, specifically Excel
• Experience with AKORE, Avalara Returns Excise, IGEN, or similar tax reporting software a plus
• Experience with ERP and back-office systems common to the fuels industry, such as SAP, RightAngle, JDE, or PDI, a plus

Education Required

• Minimum: Bachelor’s degree in accounting, information technology (IT) or management information systems (MIS) or a Masters’ degree in accounting
• CPA, PMP, or other certification encouraged

What We Offer You

The base salary range for this role is $100,000–$140,000 at full-time capacity, with individual pay determined by education, experience, and skills. Benefits include medical/dental/vision coverage, 401(k) and profit sharing*, and flexible PTO.

We recognize that full-time doesn't have to mean one-size-fits-all. This role can be structured as reduced full-time with salary scaled accordingly — all levels remain full-time and eligible for our benefits package.

Our team enjoys a hybrid model; our expectation is to work from the office twice a week.

Beyond the basics, you'll have access to a Lifestyle Spending Account, an annual Home Office Stipend, a cell phone fringe benefit, parental leave, and — for those who stick around — a sabbatical at 10 years with KSM.

*Eligibility requirements may apply.