Transaction Tax Consultant - Houston

Merit Advisors LLC; Katy (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Merit Advisors LLC is seeking a Transaction Tax Consultant who values autonomy and has a deep technical understanding of state tax laws. In this role, you will manage sales and use tax issues, assist clients, and enjoy a flexible work environment with opportunities for Growth. Competitive salary and benefits are part of our offer.

Benefits

Competitive salary

PTO program

Medical/Dental/Vision plan

Matching 401(k)

Company-sponsored events

Continuous learning opportunities

Flexible work/life balance

Qualifications

• 1 to 3 years of experience in a consulting firm, preferably Big Four.
• Strong Excel skills required, knowledge of shortcuts beneficial.
• CPA or CMI preferred.

Responsibilities

• Manage various sales and use tax issues and compliance efforts.
• Perform tax overpayment reviews and liability analysis.
• Research tax issues in multiple states and develop strategies.

Skills

Analytical skills

Communication

Time management

Problem-solving

Team collaboration

Education

Bachelor’s degree in Finance, Accounting, Business Administration, or similar field

Tools

CCH/AnswerConnect

Excel

Job description

If you’re ready to ditch the rigid schedule, take ownership of your work, and actually see the impact you’re making, keep reading.

Merit Advisors is looking for a consultant who thrives on autonomy, delivers exceptional client service, and brings deep technical skills to the table. We’re not in the business of micromanagement—we’re in the business of trust. And that starts with you.

As a consultant, you’ll have the autonomy to take ownership of your workload, build meaningful client relationships, and deliver high-level results—all with the support of a collaborative, people-first team. This role is ideal for someone who thrives in a dynamic environment, enjoys tackling complex challenges, and values seeing the direct impact of their work on client success.

What Your Day Will Look Like

The Transaction Tax Consultant will work with our clients to plan for and manage various sales and use tax issues. This is a consulting position, and your work with us will include assisting clients in various capacities related to sales/use tax matters. In general, you can expect to:

• Perform tax overpayment reviews, tax liability/exposure analysis, voluntary disclosures, audit support/assistance
• Assist with tax research and memorandums
• Develop tax matrices and training programs
• 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

You’re perfect for this role if you:

• Possesses a fundamental understanding of state tax laws and regulations
• Keep high standards of accuracy and organization
• Enjoy meeting deadlines and feeling a sense of accomplishment
• Negotiate with confidence
• Think critically and recognize when something is off
• Communicate difficult and complicated topics with ease and simplicity
• Apply your technical expertise to varied client issues/needs and provide creative, insightful analysis
• Work well independently and as part of a team
• Build strong internal and external working relationships
• Manage your time well and prioritize tasks effectively

What You Bring

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

What We Provide

At Merit, we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, PTO program, medical/dental/vision plan, and matching 401(k), you’ll enjoy company-sponsored events, continuous learning opportunities, and the flexibility to manage your work/life balance.