Senior Sales - Katy - Merit Advisors, LLC

    Merit Advisors, LLC
    Merit Advisors, LLC Katy

    1 week ago

    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
    Our consultants 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 involve assisting clients in various areas related to sales and 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
    • 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:
    • 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, 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

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