Company: Merit Advisors, LLC
Posted on: May 3, 2021
Position Title: Consultant, Transaction Tax
Tired of the typical public accounting experience? Our business
model is centered on building a strong team, and developing long
term relationships with our clients. We compete head to head with
Big 4 for clients and consistently outperform our competitors by
providing a more personal client experience and better team
We are seeking a Transaction Tax Consultant in our Tulsa, OK Office
who will join our team and help clients plan for and manage sales
and use tax and severance tax issues. This is a consulting
position, and your experiences will include overpayment reviews,
exposure analysis, voluntary disclosures, audit assistance, tax
research and memorandums, tax matrix and training, process reviews,
registrations, compliance, and calculation of tax reserves.
You will be supported by and work directly with the local principal
and manager and be given the opportunity to develop your technical,
analytical and soft skills while working with our clients. You will
learn and experience a lot in this role.
In addition to maintaining our client relationships, we are
committed to maintaining your sanity. Every firm preaches work/life
balance, but we will actively work with you to balance client
delivery, career development, and your life outside of the
What you will do:
Perform detail reviews of transaction data and supporting
documentation for determining proper sales/use taxes due for
purposes of quantifying refund claims and/or reductions to audit
Manipulate and analyze raw data from various accounting and
Research tax issues in multiple states and help develop tax
Address complexities and issues that arise from client
Participate with decision making and strategy development for a
Proactively monitor transaction tax legislative proposals and law
changes to ensure clients are aware of potential opportunities /
Continuously develop tax expertise, analytical capabilities, and
What you need to succeed:
Bachelor degree in Accounting, Finance, Economics, Information
Technology, or Business with at least two years of experience in
indirect tax, and at least one year at a consulting firm.
Experience in the energy industry is a plus, but not required.
CPA or CMI preferred or seeking certification
Additional Knowledge, Skills, Abilities and Personal
Possesses a fundamental understanding of state tax laws and
Demonstrates excellent organizational skills and strong
self-motivation. Must be able to work effectively with little
Able to effectively prioritize and manage multiple projects,
activities and deadlines.
Able to use personal computer software proficiently, including
spreadsheets, database, word processing and presentation software.
Deep experience working in Excel or Access, Powerpoint preferred.
Experience with indirect tax engines including Vertex, OneSource,
Sovos, Avalara, and Financial accounting systems such as SAP,
Oracle, Microsoft Navision, a plus.
Able cultivate client relationships and work effectively in a team
Able to demonstrate and apply superior analytical ability and
technical expertise with an ability to provide insightful
Demonstrates effective oral and written communication skills,
strong interpersonal skills and ability to communicate clearly,
effectively and persuasively.
Able to solve difficult problems with effective solutions; make
effective decisions, identify underlying or hidden problems and
patterns and apply creativity and innovative thinking.
Able to anticipate new situations and/or changing demands and
Ability to research tax issues through the use of RIA or other tax
Works independently and demonstrates initiative to accomplish
Some travel out of town, overnight for internal or client meetings
Able to produce quality work in fast paced environment with high
daily pressure to meet deadlines.
Able to work irregular hours and overtime as needed or required to
meet established deadlines.
This position is based in our Tulsa office but will require some
travel to client locations.
Keywords: Merit Advisors, LLC, Tulsa , Consultant, Other , Tulsa, Oklahoma
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