• Assist with nationwide nexus studies for sales tax, income tax, and other tax types
• Assist with nationwide risk assessments quantifying exposure for sales tax, income tax, and other tax types
• Assist with voluntary disclosure projects
• Prepare memoranda on state and local tax issues and taxability of products or services
• Assist with due diligence projects
• Assist in sales and use tax audit defense projects
• Maintain active communication with clients, including direct client interaction within the first week

Indirect Tax Consulting Manager – SALT

• Assist with nationwide nexus studies for sales tax, income tax, and other tax types
• Assist with nationwide risk assessments quantifying exposure for sales tax, income tax, and other tax types
• Assist clients with indirect tax engine evaluation and selection
• Oversee complex sales tax system implementations for clients with diverse ERP and ecommerce platforms
• Assist with voluntary disclosure projects
• Prepare memoranda on state and local tax issues and taxability of products or services
• Maintain active communication with clients, including direct client interaction within the first week
• Balance high-level multi-state tax consulting, including nexus and risk analysis, with hands-on sales tax system configurations
• Develop custom taxability matrices and support exemption certificate management implementations
• Participate in sales tax software implementation projects, tax technology process improvements, and general sales and use tax consulting projects

Sales & Use Tax Manager – Consulting & Technology

• Conduct top-level review of tax returns and resolve tax issues with clients
• Ensure clients comply with applicable authorities while minimizing tax and reporting burdens
• Ensure compliance with firm policies, standards, and tax quality control policies
• Plan and review tax processes and procedures, including budgeting and staffing
• Monitor engagement processes and actual time against budget
• Manage timely billing, out-of-scope activity, and accounts receivable collection
• Manage client relationships and expectations
• Provide timely tax advice to clients
• Identify, frame, research, analyze, and report tax issues
• Prepare written tax advice and tax returns
• Apply ASC 740-10, FAS 109, and FIN 48 requirements
• Explain income tax provisions and uncertain tax positions to clients
• Coordinate tax accrual reviews with Assurance counterparts
• Prepare provision workpapers and footnote disclosures
• Develop and implement tax consulting methods to reduce client tax liabilities
• Provide exam support and technical tax resources
• Delegate consulting projects and issues to seniors and associates
• Gather information for controversy work and document tax positions in GoFileRoom
• Supervise associates, senior associates, and supervisors
• Review staff work and provide review comments
• Train staff on current software tools
• Act as a career advisor and manage staff workloads
• Provide verbal and written performance feedback
• Grow marketing, networking, and business development within an area of expertise

Rea

Indirect Tax Consulting Manager – SALT

Sales & Use Tax Manager – Consulting & Technology

Tax Supervisor